New Enterprise Associates 401(K) Plan — Form 5500 plan (New Enterprise Associates, 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 Enterprise Associates 401(K) Plan is a benefit plan reported by New Enterprise Associates, Inc. under EIN 52-1100673 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $126,928,694 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Enterprise Associates, Inc.
EIN
52-1100673
Plan number
001
Plan type
2
Location
Timonium, MD
Latest filing year
2023
Participants
227
End-of-year plan assets
$126,928,694

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20240924133416NAL0004723011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$126,928,694
Total liabilities (EOY)
$0
Net assets (EOY)
$126,928,694
Net assets (BOY)
$107,329,982

Income & contributions

Employer contributions
$4,341,324
Participant contributions
$2,104,522
Total contributions
$6,744,645
Total income / additions
$27,681,106

Expenses & distributions

Benefits paid
$7,977,467
Administrative expenses
$104,927
Total expenses
$8,082,394
Net increase / (decrease)
$19,598,712

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncRECORDKEEPER$55,529$02023
Mesirow FinancialADVISOR$49,192not reported in the loaded dataset2023

Related Form 5500 pages