Newport, NH Form 5500 retirement and benefit plan filings

City Form 5500 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, Newport, NH has 9 loaded benefit plan(s) reported by 4 plan sponsor(s), with $82,669,272 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$82,669,272
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$82,669,272

Contributions & income

Employer contributions
$2,528,668
Participant contributions
$2,656,226
Total income / additions
$16,785,596

Expenses & distributions

Benefits paid / distributions
$6,679,367
Total expenses
$6,862,139
Net increase / (decrease)
$9,923,457

Coverage

Total reported participants
2,657
Plans with financial statements
4
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newport, NH plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Newport, NH
PlanSponsorReported assets (EOY)Year
Hgl-Lbm Holdings, LLC Profit Sharing PlanHgl-Lbm Holdings LLC$52,273,0102023
Newport Sand & Gravel Co., Inc. 401(K) Profit Sharing Plan & TrustNewport Sand & Gravel Co., Inc.$12,515,3692023
Sugar River Bank Pension PlanSugar River Bank$9,597,2742023
Sugar River Bank 401(K) PlanSugar River Bank$8,283,6192023
Newport Sand & Gravel Co, Inc. Wrap Benefit PlanNewport Sand & Gravel Co, Inc.not reported in the loaded dataset2023
Lavalley & Middleton Building Supply Health PlanLavalley Building Supply LLCnot reported in the loaded dataset2023
Group Life Insurance PlanLavalley Building Supply LLCnot reported in the loaded dataset2023
Lavalley Building Supply LLC Dental PlanLavalley Building Supply LLCnot reported in the loaded dataset2023
Lavalley Building Supply LLC Vision PlanLavalley Building Supply LLCnot reported in the loaded dataset2023

Related Form 5500 pages