2023 Form 5500 filing — New Restoration And Recovery S 401(K) Profit Sharing Plan & Trust
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 20241009073134NAL0017984161001) for New Restoration And Recovery S 401(K) Profit Sharing Plan & Trust, reported by New Restoration And Recovery S under EIN 45-0971227 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009073134NAL0017984161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Restoration And Recovery S
- EIN
- 45-0971227
- Plan number
- 001
- Location
- Morrisville, NC
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,055,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,055,602
- Employer contributions
- $431,816
- Participant contributions
- $852,937
- Total income / additions
- $1,823,466
- Benefits paid
- $413,883
- Administrative expenses
- $22,866
- Total expenses
- $437,398
- Net increase / (decrease)
- $1,386,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $13,826 | not reported in the loaded dataset |
| Excel Wealth Management, LLC | ADVISOR | $7,533 | not reported in the loaded dataset |