Newforma, Inc. 401(K) Plan — Form 5500 plan (Newforma, 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, Newforma, Inc. 401(K) Plan is a benefit plan reported by Newforma, Inc. under EIN 20-0400003 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $12,073,976 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newforma, Inc.
- EIN
- 20-0400003
- Plan number
- 001
- Plan type
- 2
- Location
- Manchester, NH
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $12,073,976
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241015160902NAL0058635154003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,073,976
- Net assets (EOY)
- $12,073,976
- Net assets (BOY)
- $9,684,022
Income & contributions
- Employer contributions
- $174,529
- Participant contributions
- $790,714
- Total contributions
- $986,251
- Total income / additions
- $2,768,347
Expenses & distributions
- Benefits paid
- $352,143
- Administrative expenses
- $26,250
- Total expenses
- $378,393
- Net increase / (decrease)
- $2,389,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $27,009 | $0 | 2023 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISOR | $0 | $15,403 | 2023 |
| Bovin & Associates Cpas Pllc | AUDITOR | $3,500 | not reported in the loaded dataset | 2023 |
| Nbt Bank Na Dba Third Party Adminis | CONTRACT ADMIN | $650 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newforma, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Manchester, NH
- Empower Annuity Ins Company Of Amer — Schedule C compensation
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Bovin & Associates Cpas Pllc — Schedule C compensation
- Nbt Bank Na Dba Third Party Adminis — Schedule C compensation