2023 Form 5500 filing — Newday Usa 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 20241014134638NAL0052529394001) for Newday Usa Retirement Plan, reported by Newday Usa under EIN 22-3887207 and plan number 003. It reports 794 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134638NAL0052529394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newday Usa
- EIN
- 22-3887207
- Plan number
- 003
- Location
- Fulton, MD
- Participants
- 794
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,930,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,930,949
- Employer contributions
- $0
- Participant contributions
- $2,039,940
- Total income / additions
- $6,196,785
- Benefits paid
- $4,385,590
- Administrative expenses
- $99,612
- Total expenses
- $4,514,397
- Net increase / (decrease)
- $1,682,388
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $55,935 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,677 | $0 |