2023 Form 5500 filing — The Pres. Soc. Of Newport Cty. Ret. Savings Pl.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723170312NAL0012200321001) for The Pres. Soc. Of Newport Cty. Ret. Savings Pl., reported by The Preservation Society Of Newport County under EIN 05-0252708 and plan number 002. It reports 420 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723170312NAL0012200321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Preservation Society Of Newport County
- EIN
- 05-0252708
- Plan number
- 002
- Location
- Newport, RI
- Participants
- 420
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,337,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,337,169
- Employer contributions
- $409,234
- Participant contributions
- $624,280
- Total income / additions
- $2,630,499
- Benefits paid
- $2,182,048
- Administrative expenses
- $108,712
- Total expenses
- $2,296,925
- Net increase / (decrease)
- $333,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $42,755 | not reported in the loaded dataset |
| The Patriot Financial Group Ins | INVESTMENT ADVISOR | $21,152 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $16,133 | $0 |
| The Angell Pension Group | CONTRACT ADMIN | $6,188 | not reported in the loaded dataset |