2023 Form 5500 filing — New Communities, Inc. 403(B) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701123720NAL0005339264001) for New Communities, Inc. 403(B) Plan, reported by New Communities, Inc. under EIN 81-5393817 and plan number 001. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240701123720NAL0005339264001
Filing year
2023
Form type
2
Plan sponsor
New Communities, Inc.
EIN
81-5393817
Plan number
001
Location
Westbrook, ME
Participants
397
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,942,060
Net assets (EOY)
$5,942,060
Employer contributions
$228,334
Participant contributions
$348,962
Total income / additions
$1,446,843
Benefits paid
$121,281
Administrative expenses
$18,473
Total expenses
$139,754
Net increase / (decrease)
$1,307,089
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Commonwealth Equity Services LLCINVESTMENT ADVISORnot reported in the loaded datasetnot reported in the loaded dataset
The Pension ServiceCONTRACT ADMINnot reported in the loaded datasetnot reported in the loaded dataset
Capital Research And ManagementRECORDKEEPERnot reported in the loaded datasetnot reported in the loaded dataset

Related Form 5500 pages