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 Story Retirement Plan is a benefit plan reported by Salisbury House, LLC under EIN 52-2085789 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,649 participants and $45,311,770 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,311,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,311,770
- Net assets (BOY)
- $31,270,720
Income & contributions
- Employer contributions
- $2,646,504
- Participant contributions
- $4,841,195
- Total contributions
- $8,415,305
- Total income / additions
- $14,848,907
Expenses & distributions
- Benefits paid
- $3,871,820
- Administrative expenses
- $109,409
- Total expenses
- $4,006,186
- Net increase / (decrease)
- $10,842,721