The Pres. Soc. Of Newport Cty. Ret. Savings Pl. — Form 5500 plan (The Preservation Society Of Newport County)
Plain-English plan 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, The Pres. Soc. Of Newport Cty. Ret. Savings Pl. is a benefit plan reported by The Preservation Society Of Newport County under EIN 05-0252708 and plan number 002. The latest loaded filing year is 2023. The filing reports 420 participants and $13,337,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Preservation Society Of Newport County
- EIN
- 05-0252708
- Plan number
- 002
- Plan type
- 2
- Location
- Newport, RI
- Latest filing year
- 2023
- Participants
- 420
- End-of-year plan assets
- $13,337,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 420 | H, C | 20240723170312NAL0012200321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,337,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,337,169
- Net assets (BOY)
- $13,003,595
Income & contributions
- Employer contributions
- $409,234
- Participant contributions
- $624,280
- Total contributions
- $1,034,852
- Total income / additions
- $2,630,499
Expenses & distributions
- Benefits paid
- $2,182,048
- Administrative expenses
- $108,712
- Total expenses
- $2,296,925
- Net increase / (decrease)
- $333,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $42,755 | not reported in the loaded dataset | 2023 |
| The Patriot Financial Group Ins | INVESTMENT ADVISOR | $21,152 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $16,133 | $0 | 2023 |
| The Angell Pension Group | CONTRACT ADMIN | $6,188 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Preservation Society Of Newport County
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Newport, RI
- Empower Advisory Group, LLC — Schedule C compensation
- The Patriot Financial Group Ins — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- The Angell Pension Group — Schedule C compensation