2023 Form 5500 filing — New Health 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 20241015103356NAL0014408675001) for New Health 401(K) Plan, reported by New Health Programs Association under EIN 91-1053847 and plan number 002. It reports 160 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)$4.2MReported net assets$4,236,076
Participants160
Provider compensation$24.7K4 Schedule C row(s)$24,672
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015103356NAL0014408675001
Plan sponsor
New Health Programs Association
EIN
91-1053847
Plan number
002
Location
Chewelah, WA
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)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$277.8K
Participant$520.5K
Full reported line items
Total assets (EOY)
$4,236,076
Total liabilities (EOY)
$0
Net assets (EOY)
$4,236,076
Employer contributions
$277,837
Participant contributions
$520,491
Total income / additions
$1,521,988
Benefits paid
$1,003,429
Administrative expenses
$24,672
Total expenses
$1,030,151
Net increase / (decrease)
$491,837
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $10.2K
  2. 2
    RECORDKEEPER · Direct $8.7K · Indirect $0
  3. 3
    INVESTMENT ADVISOR · Direct $3.4K
  4. 4
    INVESTMENT MGMT · Direct $2.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015103356NAL0014408675001 cover?
It is the 2023 Form 5500 filing for New Health 401(K) Plan, reported by New Health Programs Association (EIN 91-1053847).
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