Banknewport — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Banknewport (EIN 20-2633950) is a plan sponsor located in Middletown, RI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-2633950
Location
Middletown, RI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$55,649,424
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$55,649,424

Contributions & income

Employer contributions
$1,303,528
Participant contributions
$2,386,987
Total income / additions
$14,069,383

Expenses & distributions

Benefits paid / distributions
$4,846,267
Total expenses
$4,873,575
Net increase / (decrease)
$9,195,808

Coverage

Total reported participants
832
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Banknewport plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Banknewport 401(K) Plan002471$55,649,4242023
Banknewport Welfare Benefits Plan501361not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Banknewport
YearPlanParticipantsSchedulesFiling
2023Banknewport Welfare Benefits Plan36120240528173234NAL0011148881001
2023Banknewport 401(K) Plan471H, C20241004092205NAL0006550387001

Related Form 5500 pages