Plan5500

New Era 401(K) Plan — Form 5500 plan (New Era Technology, 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 Era 401(K) Plan is a benefit plan reported by New Era Technology, Inc. under EIN 46-3078820 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,710 participants and $141,842,904 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Era Technology, Inc.
EIN
46-3078820
Plan number
001
Plan type
2
Location
West Chester, PA
Latest filing year
2023
Participants
2,710
End-of-year plan assets
$141,842,904

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,710H, C20241016162638NAL0015947987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$141,842,904
Total liabilities (EOY)
$0
Net assets (EOY)
$141,842,904
Net assets (BOY)
$112,406,339

Income & contributions

Employer contributions
$2,009,598
Participant contributions
$13,395,897
Total contributions
$27,124,357
Total income / additions
$47,052,876

Expenses & distributions

Benefits paid
$22,733,026
Administrative expenses
$269,543
Total expenses
$23,003,373
Net increase / (decrease)
$24,049,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$137,716$02023
Principal SecuritiesRIA$108,427not reported in the loaded dataset2023
Mazars Usa LlpRETAINED BY EMPLOYER$23,400not reported in the loaded dataset2023

Related Form 5500 pages