National Development Associates Of New England & Affiliates 401(K) Profit Sharing Plan & Trust — Form 5500 plan (National Development Associates Of New England, Inc.)
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, National Development Associates Of New England & Affiliates 401(K) Profit Sharing Plan & Trust is a benefit plan reported by National Development Associates Of New England, Inc. under EIN 04-3142739 and plan number 001. The latest loaded filing year is 2023. The filing reports 391 participants and $70,291,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Development Associates Of New England, Inc.
- EIN
- 04-3142739
- Plan number
- 001
- Plan type
- 2
- Location
- Newton Lower Falls, MA
- Latest filing year
- 2023
- Participants
- 391
- End-of-year plan assets
- $70,291,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 391 | H, C | 20241015122749NAL0014625635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,291,066
- Net assets (EOY)
- $70,291,066
- Net assets (BOY)
- $60,148,429
Income & contributions
- Employer contributions
- $1,036,347
- Participant contributions
- $3,101,403
- Total contributions
- $4,276,982
- Total income / additions
- $14,421,642
Expenses & distributions
- Benefits paid
- $4,050,209
- Administrative expenses
- $165,093
- Total expenses
- $4,279,005
- Net increase / (decrease)
- $10,142,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $68,691 | $34,784 | 2023 |
| Cambridge Investment Research | not reported in the loaded dataset | $0 | $48,492 | 2023 |
| Ardito Toscano And Mccollum Pc | ACCOUNTANT | $47,814 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid-Comprehensive | ADVISOR | $26,213 | not reported in the loaded dataset | 2023 |
| Beacon Benefits, Inc. | THIRD PARTY FEE | $18,338 | not reported in the loaded dataset | 2023 |
| Johnson O'Connor Feron & Carucci Ll | THIRD PARTY FEE | $5,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Development Associates Of New England, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Newton Lower Falls, MA
- Nationwide — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Ardito Toscano And Mccollum Pc — Schedule C compensation
- Iron-Co-Fid-Comprehensive — Schedule C compensation
- Beacon Benefits, Inc. — Schedule C compensation
- Johnson O'Connor Feron & Carucci Ll — Schedule C compensation