2023 Form 5500 filing — New Tech Engineering Lp 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 20241002145545NAL0017015666005) for New Tech Engineering Lp 401(K) Plan, reported by New Tech Engineering Lp under EIN 76-0564778 and plan number 001. It reports 472 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)$16.9MReported net assets$16,867,522

Participants472

Provider compensation$76.2K4 Schedule C row(s)$76,206

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241002145545NAL0017015666005
Plan sponsor: New Tech Engineering Lp
EIN: 76-0564778
Plan number: 001
Location: Houston, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$16.9M total assets

Net assets$16.9MLiabilities$8.5K

Money in vs. money out

Total income / additions$4.8M

Total expenses$983.1K

Benefits paid / distributions$859.9K

Contributions

Employer$963.7K

Participant$1.7M

Full reported line items

Total assets (EOY): $16,876,069
Total liabilities (EOY): $8,547
Net assets (EOY): $16,867,522
Employer contributions: $963,706
Participant contributions: $1,692,106
Total income / additions: $4,820,342
Benefits paid: $859,850
Administrative expenses: $55,306
Total expenses: $983,104
Net increase / (decrease): $3,837,238

Schedule C

Reported service provider compensation

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

1
Pensionmark Financial Group LLC$40.5K
INVESTMENT ADVISOR · Direct $40.5K · Indirect $0
2
Nova 401(K) Associates$12.4K
CONTRACT ADMIN · Direct $2.4K · Indirect $10K
3
Empower Annuity Insurance Company$12K
RECORDKEEPER · Direct $12K · Indirect $0
4
Empower Advisory Group, LLC$11.3K
INVESTMENT MGMT · Direct $11.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002145545NAL0017015666005 cover?: It is the 2023 Form 5500 filing for New Tech Engineering Lp 401(K) Plan, reported by New Tech Engineering Lp (EIN 76-0564778).
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).