Newco Employee Savings And Profit Sharing Plan — Form 5500 plan (Newco Enterprises, 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, Newco Employee Savings And Profit Sharing Plan is a benefit plan reported by Newco Enterprises, Inc. under EIN 27-1526865 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $5,167,735 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newco Enterprises, Inc.
EIN
27-1526865
Plan number
001
Plan type
2
Location
Saint Charles, MO
Latest filing year
2023
Participants
158
End-of-year plan assets
$5,167,735

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241206121840NAL0006968049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,167,735
Total liabilities (EOY)
$0
Net assets (EOY)
$5,167,735
Net assets (BOY)
$4,291,816

Income & contributions

Employer contributions
$84,089
Participant contributions
$308,991
Total contributions
$559,135
Total income / additions
$1,288,290

Expenses & distributions

Benefits paid
$375,121
Administrative expenses
$37,250
Total expenses
$412,371
Net increase / (decrease)
$875,919

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$37,241$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$17,7192023

Related Form 5500 pages