2023 Form 5500 filing — New Hope Community, Inc. Retirement 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 20240905094154NAL0034676800001) for New Hope Community, Inc. Retirement Plan, reported by New Hope Community, Inc. under EIN 22-2871755 and plan number 002. It reports 685 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905094154NAL0034676800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Hope Community, Inc.
- EIN
- 22-2871755
- Plan number
- 002
- Location
- Loch Sheldrake, NY
- Participants
- 685
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,625,164
- Total liabilities (EOY)
- $7,167
- Net assets (EOY)
- $14,617,997
- Employer contributions
- $850,000
- Total income / additions
- $2,599,484
- Benefits paid
- $912,845
- Administrative expenses
- $103,332
- Total expenses
- $1,016,177
- Net increase / (decrease)
- $1,583,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISORS | $92,502 | not reported in the loaded dataset |
| Strategic Pension Services, LLC | THIRD PARTY ADMIN | $0 | $6,125 |