2023 Form 5500 filing — J.C. Newman Cigar Employees Savings 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 20241015104917NAL0014429187001) for J.C. Newman Cigar Employees Savings Plan, reported by J.C. Newman Cigar Company under EIN 59-0884171 and plan number 002. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104917NAL0014429187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.C. Newman Cigar Company
- EIN
- 59-0884171
- Plan number
- 002
- Location
- Tampa, FL
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,714,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,714,634
- Employer contributions
- $469,560
- Participant contributions
- $1,046,959
- Total income / additions
- $4,584,244
- Benefits paid
- $1,632,601
- Administrative expenses
- $113,078
- Total expenses
- $1,754,814
- Net increase / (decrease)
- $2,829,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | OTHER | $70,892 | $0 |
| Edward D Jones & Co Lp | OTHER | $42,186 | not reported in the loaded dataset |