2023 Form 5500 filing — New Direction Holdings, 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 20241001101434NAL0011355712001) for New Direction Holdings, Inc. 401(K) Plan, reported by New Direction Holdings, Inc. under EIN 26-0247099 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$760.9KReported net assets$760,891
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001101434NAL0011355712001
Plan sponsor
New Direction Holdings, Inc.
EIN
26-0247099
Plan number
001
Location
Pasadena, TX
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$760.9K total assets
Net assets$760.9KLiabilities
Money in vs. money out
Total income / additions-$29.5K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$5.8K
Participant$23.1K
Full reported line items
Total assets (EOY)
$760,891
Net assets (EOY)
$760,891
Employer contributions
$5,772
Participant contributions
$23,091
Total income / additions
-$29,499
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$29,499

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001101434NAL0011355712001 cover?
It is the 2023 Form 5500 filing for New Direction Holdings, Inc. 401(K) Plan, reported by New Direction Holdings, Inc. (EIN 26-0247099).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages