New Choices, Inc. 401(K) Retirement Plan — Form 5500 plan (New Choices, 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 Choices, Inc. 401(K) Retirement Plan is a benefit plan reported by New Choices, Inc. under EIN 42-1444827 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $4,119,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Choices, Inc.
- EIN
- 42-1444827
- Plan number
- 001
- Plan type
- 2
- Location
- Bettendorf, IA
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $4,119,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H | 20240924204117NAL0004986131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,119,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,119,025
- Net assets (BOY)
- $3,455,213
Income & contributions
- Employer contributions
- $103,122
- Participant contributions
- $263,564
- Total contributions
- $367,053
- Total income / additions
- $959,561
Expenses & distributions
- Benefits paid
- $294,467
- Administrative expenses
- $1,188
- Total expenses
- $295,749
- Net increase / (decrease)
- $663,812
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.