2023 Form 5500 filing — Newforma, 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 20241015160902NAL0058635154003) for Newforma, Inc. 401(K) Plan, reported by Newforma, Inc. under EIN 20-0400003 and plan number 001. It reports 142 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)$12.1MReported net assets$12,073,976
Participants142
Provider compensation$46.6K4 Schedule C row(s)$46,562
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015160902NAL0058635154003
- Plan sponsor
- Newforma, Inc.
- EIN
- 20-0400003
- Plan number
- 001
- Location
- Manchester, NH
- Received date
- not reported in the loaded dataset
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)$12.1M total assets
Net assets$12.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $12,073,976
- Net assets (EOY)
- $12,073,976
- Employer contributions
- $174,529
- Participant contributions
- $790,714
- Total income / additions
- $2,768,347
- Benefits paid
- $352,143
- Administrative expenses
- $26,250
- Total expenses
- $378,393
- Net increase / (decrease)
- $2,389,954
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $27,009 | $0 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISOR | $0 | $15,403 |
| Bovin & Associates Cpas Pllc | AUDITOR | $3,500 | not reported in the loaded dataset |
| Nbt Bank Na Dba Third Party Adminis | CONTRACT ADMIN | $650 | $0 |