401k Plan data: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN plan

NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan Name	NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN
Plan identification number	001

NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEUEHOUSE MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: NEUEHOUSE MANAGEMENT, LLC

Employer identification number (EIN): 833476672

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-07-01

Plan Statistics for NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN

401k plan membership statisitcs for NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2023: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 380
Number of retired or separated participants receiving benefits 2023-01-01 12
Number of other retired or separated participants entitled to future benefits 2023-01-01 67
Total of all active and inactive participants 2023-01-01 459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 459
Number of participants with account balances 2023-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 158
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 64
Total of all active and inactive participants 2022-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 228
Number of participants with account balances 2022-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 112
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 81
Total of all active and inactive participants 2021-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 203
Number of participants with account balances 2021-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 174
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 67
Total of all active and inactive participants 2020-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 242
Number of participants with account balances 2020-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 119
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 2
Total of all active and inactive participants 2019-07-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 121
Number of participants with account balances 2019-07-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 36

Measure	Date	Value
2023: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	380
Number of retired or separated participants receiving benefits	2023-01-01	12
Number of other retired or separated participants entitled to future benefits	2023-01-01	67
Total of all active and inactive participants	2023-01-01	459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	459
Number of participants with account balances	2023-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	158
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	64
Total of all active and inactive participants	2022-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	228
Number of participants with account balances	2022-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	112
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	81
Total of all active and inactive participants	2021-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	203
Number of participants with account balances	2021-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	174
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	67
Total of all active and inactive participants	2020-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	242
Number of participants with account balances	2020-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	119
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	2
Total of all active and inactive participants	2019-07-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	121
Number of participants with account balances	2019-07-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	36

Financial Data on NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN

Measure	Date	Value
2023 : NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$14,712
Total income from all sources (including contributions)	2023-12-31	$1,602,522
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$350,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$318,100
Expenses. Certain deemed distributions of participant loans	2023-12-31	$934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,249,848
Value of total assets at end of year	2023-12-31	$2,546,518
Value of total assets at beginning of year	2023-12-31	$1,309,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$31,447
Total interest from all sources	2023-12-31	$1,140
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$385,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$719,954
Participant contributions at end of year	2023-12-31	$23,045
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$82,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$14,712
Total non interest bearing cash at end of year	2023-12-31	$3,462
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,252,041
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$2,546,518
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$1,294,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$353
Value of interest in pooled separate accounts at end of year	2023-12-31	$2,446,670
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$1,209,604
Interest on participant loans	2023-12-31	$1,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$351,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$447,688
Employer contributions (assets) at end of year	2023-12-31	$73,341
Employer contributions (assets) at beginning of year	2023-12-31	$99,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$318,100
Contract administrator fees	2023-12-31	$29,694
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	AAFCPAS, INC.
Accountancy firm EIN	2023-12-31	042571780
2022 : NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$14,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,095
Total income from all sources (including contributions)	2022-12-31	$648,411
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$55,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$37,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$784,470
Value of total assets at end of year	2022-12-31	$1,309,189
Value of total assets at beginning of year	2022-12-31	$703,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$17,730
Total interest from all sources	2022-12-31	$744
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$385,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$453,756
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$23,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$14,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$2,095
Other income not declared elsewhere	2022-12-31	$3,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$592,882
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,294,477
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$701,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$581
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,209,604
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$669,486
Interest on participant loans	2022-12-31	$744
Net investment gain/loss from pooled separate accounts	2022-12-31	$-140,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$307,102
Employer contributions (assets) at end of year	2022-12-31	$99,585
Employer contributions (assets) at beginning of year	2022-12-31	$34,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$37,799
Contract administrator fees	2022-12-31	$17,149
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PRICEKUBECKA, PLLC
Accountancy firm EIN	2022-12-31	752783674
2021 : NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,095
Total income from all sources (including contributions)	2021-12-31	$484,766
Total of all expenses incurred	2021-12-31	$47,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$36,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$422,152
Value of total assets at end of year	2021-12-31	$703,690
Value of total assets at beginning of year	2021-12-31	$264,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$10,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$385,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$230,852
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$30,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$2,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$437,062
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$701,595
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$264,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$10,843
Value of interest in pooled separate accounts at end of year	2021-12-31	$669,486
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$262,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$62,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$161,254
Employer contributions (assets) at end of year	2021-12-31	$34,204
Employer contributions (assets) at beginning of year	2021-12-31	$2,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$36,861
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PRICEKUBECKA, PLLC
Accountancy firm EIN	2021-12-31	752783674
2020 : NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$4,248
Total income from all sources (including contributions)	2020-12-31	$168,389
Total of all expenses incurred	2020-12-31	$30,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$23,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$124,157
Value of total assets at end of year	2020-12-31	$264,533
Value of total assets at beginning of year	2020-12-31	$130,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$109,967
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$11,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$4,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$138,274
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$264,533
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$126,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$262,056
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$120,065
Net investment gain/loss from pooled separate accounts	2020-12-31	$44,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,477
Employer contributions (assets) at end of year	2020-12-31	$2,477
Employer contributions (assets) at beginning of year	2020-12-31	$10,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$23,394
Contract administrator fees	2020-12-31	$6,721
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PRICEKUBECKA, PLLC
Accountancy firm EIN	2020-12-31	752783674
2019 : NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$4,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$130,896
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$124,458
Value of total assets at end of year	2019-12-31	$130,507
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,081
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$111,745
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$4,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$126,259
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$126,259
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$1,036
Value of interest in pooled separate accounts at end of year	2019-12-31	$120,065
Net investment gain/loss from pooled separate accounts	2019-12-31	$6,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$10,442
Employer contributions (assets) at end of year	2019-12-31	$10,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,556
Contract administrator fees	2019-12-31	$45
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No

Form 5500 Responses for NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN

2023: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	First time form 5500 has been submitted	Yes
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

802242

Policy instance

Insurance contract or identification number	802242
Number of Individuals Covered	264
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,560
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

802242

Policy instance

Insurance contract or identification number	802242
Number of Individuals Covered	231
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,815
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3991
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

802242

Policy instance

Insurance contract or identification number	802242
Number of Individuals Covered	176
Insurance policy start date	2021-08-08
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,868
Total amount of fees paid to insurance company	USD $772
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,096
Insurance broker organization code?	4

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

802242

Policy instance

Insurance contract or identification number	802242
Number of Individuals Covered	160
Insurance policy start date	2020-08-08
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $944
Total amount of fees paid to insurance company	USD $358
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $944
Insurance broker organization code?	4
Amount paid for insurance broker fees	358

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

802242

Policy instance

Insurance contract or identification number	802242
Number of Individuals Covered	32
Insurance policy start date	2019-08-08
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,039
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	947
Additional information about fees paid to insurance broker	TPA FEES PAID AND COMPENSATION
Insurance broker organization code?	5

Potentially related plans

NEUEHOUSE MANAGEMENT, LLC WRAP HEALTH AND WELFARE PLAN [EIN = 833479672]

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Company Name:	NEUEHOUSE MANAGEMENT, LLC
Employer identification number (EIN):	833476672
NAIC Classification:	531310