Plan5500

Newsbank Retirement Savings Plan — Form 5500 plan (Newsbank, Inc.)

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, Newsbank Retirement Savings Plan is a benefit plan reported by Newsbank, Inc. under EIN 06-1084869 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $51,811,933 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newsbank, Inc.
EIN
06-1084869
Plan number
001
Plan type
2
Location
Chester, VT
Latest filing year
2023
Participants
424
End-of-year plan assets
$51,811,933

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023424H, C20241009125126NAL0032664128001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,811,933
Total liabilities (EOY)
$0
Net assets (EOY)
$51,811,933
Net assets (BOY)
$42,948,701

Income & contributions

Employer contributions
$605,986
Participant contributions
$3,172,628
Total contributions
$4,021,437
Total income / additions
$14,010,941

Expenses & distributions

Benefits paid
$5,103,636
Administrative expenses
$44,073
Total expenses
$5,147,709
Net increase / (decrease)
$8,863,232

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trg Investment Advisors, LLCINVESTMENT ADVISOR$28,948not reported in the loaded dataset2023
Urish Popeck & Co., LLCACCOUNTANT/AUDITOR$7,863not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$7,197$02023

Related Form 5500 pages