New England Air Systems, LLC 401(K) Savings Plan — Form 5500 plan (New England Air Systems, 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, New England Air Systems, LLC 401(K) Savings Plan is a benefit plan reported by New England Air Systems, LLC under EIN 27-1441645 and plan number 003. The latest loaded filing year is 2023. The filing reports 147 participants and $13,529,464 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New England Air Systems, LLC
EIN
27-1441645
Plan number
003
Plan type
2
Location
Williston, VT
Latest filing year
2023
Participants
147
End-of-year plan assets
$13,529,464

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20240719101404NAL0004261891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,529,464
Net assets (EOY)
$13,529,464
Net assets (BOY)
$10,991,146

Income & contributions

Employer contributions
$221,661
Participant contributions
$731,366
Total contributions
$994,260
Total income / additions
$2,812,058

Expenses & distributions

Benefits paid
$240,688
Administrative expenses
$33,052
Total expenses
$273,740
Net increase / (decrease)
$2,538,318

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group, LLCRETAINED BY PLAN SPONSOR$17,263not reported in the loaded dataset2023
John HancockRETAINED BY PLAN SPONSOR$15,217$02023

Related Form 5500 pages