2023 Form 5500 filing — The New Haven Companies, Inc. 401(K) Savings 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 20241012091325NAL0046430722001) for The New Haven Companies, Inc. 401(K) Savings Plan, reported by The New Haven Companies, Inc. under EIN 20-1745524 and plan number 002. It reports 172 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)$7.2MReported net assets$7,159,326
Participants172
Provider compensation$1.8K2 Schedule C row(s)$1,771
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241012091325NAL0046430722001
Plan sponsor
The New Haven Companies, Inc.
EIN
20-1745524
Plan number
002
Location
Fredericksburg, VA
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)$7.2M total assets
Net assets$7.2MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$546.5K
Benefits paid / distributions$495K
Contributions
Employer$282.2K
Participant$607.2K
Full reported line items
Total assets (EOY)
$7,159,326
Total liabilities (EOY)
$0
Net assets (EOY)
$7,159,326
Employer contributions
$282,185
Participant contributions
$607,240
Total income / additions
$1,853,039
Benefits paid
$495,042
Administrative expenses
$1,771
Total expenses
$546,531
Net increase / (decrease)
$1,306,508
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $1.8K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012091325NAL0046430722001 cover?
It is the 2023 Form 5500 filing for The New Haven Companies, Inc. 401(K) Savings Plan, reported by The New Haven Companies, Inc. (EIN 20-1745524).
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).

Related Form 5500 pages