2023 Form 5500 filing — Newfront 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 20241016172831NAL0032113857001) for Newfront 401(K) Plan, reported by Newfront under EIN 27-0673528 and plan number 001. It reports 941 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)$95.1MReported net assets$95,125,619
Participants941
Provider compensation$35.8K1 Schedule C row(s)$35,845
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241016172831NAL0032113857001
- Plan sponsor
- Newfront
- EIN
- 27-0673528
- Plan number
- 001
- Location
- San Mateo, CA
- 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)$95.1M total assets
Net assets$95.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $95,125,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,125,619
- Employer contributions
- $3,598,140
- Participant contributions
- $10,954,105
- Total income / additions
- $35,239,888
- Benefits paid
- $7,936,195
- Administrative expenses
- $35,746
- Total expenses
- $7,995,870
- Net increase / (decrease)
- $27,244,018
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,845 | $0 |