New Albany Company 401(K) Plan — Form 5500 plan (New Albany Company)
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 Albany Company 401(K) Plan is a benefit plan reported by New Albany Company under EIN 31-1222569 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $18,387,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Albany Company
- EIN
- 31-1222569
- Plan number
- 001
- Plan type
- 2
- Location
- New Albany, OH
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $18,387,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20240910145636NAL0003587955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,387,191
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,387,191
- Net assets (BOY)
- $16,346,891
Income & contributions
- Employer contributions
- $458,295
- Participant contributions
- $1,129,884
- Total contributions
- $1,588,179
- Total income / additions
- $3,994,544
Expenses & distributions
- Benefits paid
- $1,886,945
- Administrative expenses
- $67,299
- Total expenses
- $1,954,244
- Net increase / (decrease)
- $2,040,300
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $39,011 | $0 | 2023 |
| Yarger Wealth Strategies LLC | INVESTMENT ADVISOR | $24,960 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc | INVESTMENT ADVISOR | $3,328 | not reported in the loaded dataset | 2023 |