2023 Form 5500 filing — Supply New England, Inc. Employee Retirement Trust 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 20240905103621NAL0038534944001) for Supply New England, Inc. Employee Retirement Trust Plan, reported by Supply New England, Inc. under EIN 04-2035971 and plan number 003. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905103621NAL0038534944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Supply New England, Inc.
- EIN
- 04-2035971
- Plan number
- 003
- Location
- Attleboro, MA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,621,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,621,020
- Employer contributions
- $362,167
- Participant contributions
- $720,421
- Total income / additions
- $2,678,496
- Benefits paid
- $400,661
- Administrative expenses
- $31,656
- Total expenses
- $432,317
- Net increase / (decrease)
- $2,246,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research, Inc. | FINANCIAL ADVISOR | $34,035 | $0 |
| Rj20, Inc. | N/A | $4,536 | $0 |
| Benefit Plans Admin Services, Inc. | TPA/RECORDKEEPER | -$6,915 | $0 |