Plan5500

New Communities, Inc. 403(B) Plan — Form 5500 plan (New Communities, 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 Communities, Inc. 403(B) Plan is a benefit plan reported by New Communities, Inc. under EIN 81-5393817 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $5,942,060 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Communities, Inc.
EIN
81-5393817
Plan number
001
Plan type
2
Location
Westbrook, ME
Latest filing year
2023
Participants
397
End-of-year plan assets
$5,942,060

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023397H, C20240701123720NAL0005339264001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,942,060
Net assets (EOY)
$5,942,060
Net assets (BOY)
$4,634,971

Income & contributions

Employer contributions
$228,334
Participant contributions
$348,962
Total contributions
$577,296
Total income / additions
$1,446,843

Expenses & distributions

Benefits paid
$121,281
Administrative expenses
$18,473
Total expenses
$139,754
Net increase / (decrease)
$1,307,089

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services LLCINVESTMENT ADVISORnot reported in the loaded datasetnot reported in the loaded dataset2023
The Pension ServiceCONTRACT ADMINnot reported in the loaded datasetnot reported in the loaded dataset2023
Capital Research And ManagementRECORDKEEPERnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages