2023 Form 5500 filing — Newbury Comics Employee Benefit Trust

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 20241002053706NAL0003823283001) for Newbury Comics Employee Benefit Trust, reported by Newbury Comics, Inc. under EIN 04-2744540 and plan number 001. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.9MReported net assets$25,884,570
Participants404
Provider compensation$35.1K3 Schedule C row(s)$35,065
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002053706NAL0003823283001
Plan sponsor
Newbury Comics, Inc.
EIN
04-2744540
Plan number
001
Location
Brighton, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$25.9M total assets
Net assets$25.9MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$464.2K
Benefits paid / distributions$422.9K
Contributions
Employer$243.2K
Participant$445.3K
Full reported line items
Total assets (EOY)
$25,884,570
Total liabilities (EOY)
$0
Net assets (EOY)
$25,884,570
Employer contributions
$243,209
Participant contributions
$445,342
Total income / additions
$5,178,488
Benefits paid
$422,875
Administrative expenses
$35,065
Total expenses
$464,153
Net increase / (decrease)
$4,714,335

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Royal Alliance Associates, Inc.INVESTMENT/FINANCIAL ADVI$25,000$0
Adp, Inc.RECORD KEEPER$10,065$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages