New England Business Trust Section 401(K) Plan — Form 5500 plan (New England Business Trust)
Plain-English plan 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, New England Business Trust Section 401(K) Plan is a benefit plan reported by New England Business Trust under EIN 04-2780064 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $41,001,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New England Business Trust
- EIN
- 04-2780064
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $41,001,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241008105032NAL0033423810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,001,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,001,640
- Net assets (BOY)
- $36,037,456
Income & contributions
- Employer contributions
- $533,928
- Participant contributions
- $1,787,627
- Total contributions
- $2,436,451
- Total income / additions
- $8,678,431
Expenses & distributions
- Benefits paid
- $3,604,872
- Administrative expenses
- $109,375
- Total expenses
- $3,714,247
- Net increase / (decrease)
- $4,964,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $78,801 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,576 | $0 | 2023 |