New Directions Northwest, Inc. 403b Profit Sharing Plan — Form 5500 plan (New Directions Northwest, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, New Directions Northwest, Inc. 403b Profit Sharing Plan is a benefit plan reported by New Directions Northwest, Inc. under EIN 93-0569254 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $4,244,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Directions Northwest, Inc.
EIN
93-0569254
Plan number
001
Plan type
2
Location
Baker City, OR
Latest filing year
2023
Participants
380
End-of-year plan assets
$4,244,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023380H, C20250409095508NAL0019726321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,244,545
Total liabilities (EOY)
$0
Net assets (EOY)
$4,244,545
Net assets (BOY)
$3,286,501

Income & contributions

Employer contributions
$520,606
Participant contributions
$204,523
Total contributions
$733,926
Total income / additions
$1,191,745

Expenses & distributions

Benefits paid
$227,109
Administrative expenses
$1,919
Total expenses
$233,701
Net increase / (decrease)
$958,044

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lord AbbettINVESTMENT PROVIDER$0$02023

Related Form 5500 pages