2023 Form 5500 filing — New Hope Village 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 20250715132250NAL0001347347001) for New Hope Village 401(K) Plan, reported by New Hope Village under EIN 42-1036748 and plan number 001. It reports 360 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)$10.8MReported net assets$10,815,130
Participants360
Provider compensation$53.6K1 Schedule C row(s)$53,590
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250715132250NAL0001347347001
Plan sponsor
New Hope Village
EIN
42-1036748
Plan number
001
Location
Carroll, IA
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)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$664.6K
Benefits paid / distributions$589.1K
Contributions
Employer$186.8K
Participant$376.3K
Full reported line items
Total assets (EOY)
$10,815,130
Total liabilities (EOY)
$0
Net assets (EOY)
$10,815,130
Employer contributions
$186,782
Participant contributions
$376,331
Total income / additions
$2,621,112
Benefits paid
$589,094
Administrative expenses
$53,590
Total expenses
$664,612
Net increase / (decrease)
$1,956,500

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Trust CompanyTRUSTEE$53,590$0

Related Form 5500 pages