2023 Form 5500 filing — Newberry Group Incorporated Employee Stock Ownership 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 20241015121715NAL0056067810001) for Newberry Group Incorporated Employee Stock Ownership Plan, reported by The Newberry Group, Inc. under EIN 43-1755637 and plan number 002. It reports 97 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015121715NAL0056067810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Newberry Group, Inc.
- EIN
- 43-1755637
- Plan number
- 002
- Location
- St. Peters, MO
- Participants
- 97
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,200,595
- Net assets (EOY)
- $4,200,595
- Employer contributions
- $445,127
- Total income / additions
- $144,224
- Benefits paid
- $522,662
- Administrative expenses
- $0
- Total expenses
- $522,662
- Net increase / (decrease)
- -$378,438
- Schedule source
- Schedule I