Anew Climate, LLC 401(K) Plan — Form 5500 plan (Anew Climate, LLC)

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, Anew Climate, LLC 401(K) Plan is a benefit plan reported by Anew Climate, LLC under EIN 20-3316079 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $12,750,906 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anew Climate, LLC
EIN
20-3316079
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
11
End-of-year plan assets
$12,750,906

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311H, C20241014155556NAL0026642209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,750,906
Total liabilities (EOY)
$0
Net assets (EOY)
$12,750,906
Net assets (BOY)
$0

Income & contributions

Employer contributions
$740,079
Participant contributions
$1,623,605
Total contributions
$2,593,471
Total income / additions
$4,092,521

Expenses & distributions

Benefits paid
$758,397
Administrative expenses
$38,228
Total expenses
$796,625
Net increase / (decrease)
$3,295,896

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners, LLCNONE$23,806not reported in the loaded dataset2023
Stancorp Financial GroupNONE$14,422not reported in the loaded dataset2023

Related Form 5500 pages