2023 Form 5500 filing — Prein&Newhof, Inc. Employee Stock Ownership Plan And 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 20241015072505NAL0014191747001) for Prein&Newhof, Inc. Employee Stock Ownership Plan And Trust, reported by Prein & Newhof under EIN 38-1891590 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072505NAL0014191747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Prein & Newhof
- EIN
- 38-1891590
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,683,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,683,648
- Employer contributions
- $639,281
- Participant contributions
- $1,774,895
- Total income / additions
- $10,414,702
- Benefits paid
- $1,870,526
- Administrative expenses
- $91,953
- Total expenses
- $1,962,479
- Net increase / (decrease)
- $8,452,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $91,953 | $0 |
| Northwestern Mutual Wealth Mgmt Co. | INVESTMENT ADVISORY | $0 | $31,579 |
| Doeren Mayhew Grand Rapids, Pllc | OTHER SERVICES | $0 | $7,289 |
| Prein & Newhoff, Inc | PLAN ADMINISTRATOR | $0 | $6,674 |
| Morningstar Investment Management L | INVESTMENT ADVISORY | $0 | $0 |