2023 Form 5500 filing — New Leaf Energy 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 20250115122710NAL0035613104001) for New Leaf Energy 401(K) Plan, reported by New Leaf Energy under EIN 88-2391619 and plan number 001. It reports 162 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)$15.7MReported net assets$15,653,666
Participants162
Provider compensation$36.8K2 Schedule C row(s)$36,812
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250115122710NAL0035613104001
Plan sponsor
New Leaf Energy
EIN
88-2391619
Plan number
001
Location
Lowell, MA
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)$15.7M total assets
Net assets$15.7MLiabilities$0
Money in vs. money out
Total income / additions$6.3M
Total expenses$217.7K
Benefits paid / distributions$178.2K
Contributions
Employer$905.6K
Participant$2M
Full reported line items
Total assets (EOY)
$15,653,666
Total liabilities (EOY)
$0
Net assets (EOY)
$15,653,666
Employer contributions
$905,591
Participant contributions
$1,987,441
Total income / additions
$6,270,948
Benefits paid
$178,221
Administrative expenses
$36,812
Total expenses
$217,659
Net increase / (decrease)
$6,053,289
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $31.5K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $5.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250115122710NAL0035613104001 cover?
It is the 2023 Form 5500 filing for New Leaf Energy 401(K) Plan, reported by New Leaf Energy (EIN 88-2391619).
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