2023 Form 5500 filing — Neo Philanthropy, Inc. 401(K) 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 20240715111639NAL0003310850001) for Neo Philanthropy, Inc. 401(K) Plan, reported by Neo Philanthropy, Inc. under EIN 13-3191113 and plan number 001. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.7MReported net assets$11,736,680
Participants424
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240715111639NAL0003310850001
Plan sponsor
Neo Philanthropy, Inc.
EIN
13-3191113
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.7M total assets
Net assets$11.7MLiabilities$4
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$1.1M
Participant$1.2M
Full reported line items
Total assets (EOY)
$11,736,684
Total liabilities (EOY)
$4
Net assets (EOY)
$11,736,680
Employer contributions
$1,067,121
Participant contributions
$1,225,052
Total income / additions
$4,091,874
Benefits paid
$1,253,653
Administrative expenses
$1,848
Total expenses
$1,255,501
Net increase / (decrease)
$2,836,373

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715111639NAL0003310850001 cover?
It is the 2023 Form 5500 filing for Neo Philanthropy, Inc. 401(K) Plan, reported by Neo Philanthropy, Inc. (EIN 13-3191113).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages