2023 Form 5500 filing — New America Foundation 403(B) Dc 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 20240806110018NAL0002357969001) for New America Foundation 403(B) Dc Plan, reported by New America under EIN 52-2096845 and plan number 001. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$40.7MReported net assets$40,717,655
Participants430
Provider compensation$100.4K2 Schedule C row(s)$100,391
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240806110018NAL0002357969001
Plan sponsor
New America
EIN
52-2096845
Plan number
001
Location
Washington, DC
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)$40.7M total assets
Net assets$40.7MLiabilities$0
Money in vs. money out
Total income / additions$9.5M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$1.4M
Participant$1.4M
Full reported line items
Total assets (EOY)
$40,717,655
Total liabilities (EOY)
$0
Net assets (EOY)
$40,717,655
Employer contributions
$1,364,933
Participant contributions
$1,363,929
Total income / additions
$9,519,275
Benefits paid
$1,767,933
Administrative expenses
$107,447
Total expenses
$1,876,638
Net increase / (decrease)
$7,642,637
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $55K
  2. 2
    Tiaa$45.4K
    RECORDKEEPER · Direct $45.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806110018NAL0002357969001 cover?
It is the 2023 Form 5500 filing for New America Foundation 403(B) Dc Plan, reported by New America (EIN 52-2096845).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages