2023 Form 5500 filing — New Hope Treatment Centers 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 20240812120959NAL0016428432001) for New Hope Treatment Centers 401(K) Plan, reported by New Hope Treatment Centers, LLC under EIN 46-4254475 and plan number 001. It reports 391 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)$3.5MReported net assets$3,500,307
Participants391
Provider compensation$46.5K4 Schedule C row(s)$46,533
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240812120959NAL0016428432001
- Plan sponsor
- New Hope Treatment Centers, LLC
- EIN
- 46-4254475
- Plan number
- 001
- Location
- North Charleston, SC
- Received date
- not reported in the loaded dataset
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,500,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,500,307
- Employer contributions
- $0
- Participant contributions
- $573,010
- Total income / additions
- $1,082,288
- Benefits paid
- $400,879
- Administrative expenses
- $46,533
- Total expenses
- $448,822
- Net increase / (decrease)
- $633,466
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,757 | $0 |
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $10,037 | not reported in the loaded dataset |
| Family Asset Management LLC | OTHER | $4,672 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,067 | not reported in the loaded dataset |