2023 Form 5500 filing — Newco Distributors, Inc. Retirement Plan
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 20241008120131NAL0017506033001) for Newco Distributors, Inc. Retirement Plan, reported by Newco Distributors, Inc. under EIN 33-0407040 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008120131NAL0017506033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newco Distributors, Inc.
- EIN
- 33-0407040
- Plan number
- 001
- Location
- Rancho Cucamonga, CA
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,337,562
- Total liabilities (EOY)
- $37,238
- Net assets (EOY)
- $7,300,324
- Employer contributions
- $259,936
- Participant contributions
- $537,165
- Total income / additions
- $2,050,583
- Benefits paid
- $349,605
- Administrative expenses
- $52,314
- Total expenses
- $401,919
- Net increase / (decrease)
- $1,648,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Rpcp | NONE | $28,509 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $23,805 | $0 |