New Frontier Pooled Employer Plan — Form 5500 plan (Plan Fiduciary Services, 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, New Frontier Pooled Employer Plan is a benefit plan reported by Plan Fiduciary Services, Inc. under EIN 27-3523833 and plan number 007. The latest loaded filing year is 2023. The filing reports 391 participants and $7,696,232 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plan Fiduciary Services, Inc.
EIN
27-3523833
Plan number
007
Plan type
3
Location
Clearwater, FL
Latest filing year
2023
Participants
391
End-of-year plan assets
$7,696,232

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023391H, C20250310191715NAL0027832528001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,696,232
Total liabilities (EOY)
$0
Net assets (EOY)
$7,696,232
Net assets (BOY)
$5,987,532

Income & contributions

Employer contributions
$263,584
Participant contributions
$686,261
Total contributions
$954,112
Total income / additions
$1,910,229

Expenses & distributions

Benefits paid
$71,705
Administrative expenses
$121,703
Total expenses
$201,529
Net increase / (decrease)
$1,708,700

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Pension Services LLCTPA/SERVICE PROVIDER$33,565$10,2312023
Bay Colony Advisory GroupSERVICE PROVIDER$0$23,5582023

Related Form 5500 pages