Small Newspaper Group Retirement Plan & Trust — Form 5500 plan (Small Newspaper Group, 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, Small Newspaper Group Retirement Plan & Trust is a benefit plan reported by Small Newspaper Group, Inc. under EIN 36-3279874 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $12,678,743 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Small Newspaper Group, Inc.
- EIN
- 36-3279874
- Plan number
- 001
- Plan type
- 2
- Location
- Kankakee, IL
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $12,678,743
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20250925123601NAL0008514129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,678,743
- Net assets (EOY)
- $12,678,743
- Net assets (BOY)
- $13,608,233
Income & contributions
- Participant contributions
- $79,741
- Total contributions
- $79,741
- Total income / additions
- $2,232,731
Expenses & distributions
- Benefits paid
- $3,107,976
- Administrative expenses
- $41,701
- Total expenses
- $3,162,221
- Net increase / (decrease)
- -$929,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $41,701 | $0 | 2023 |
| Rbc Capital Markets, LLC | BROKER | $0 | $31,715 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Small Newspaper Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Kankakee, IL
- Transamerica Retirement Solutions — Schedule C compensation
- Rbc Capital Markets, LLC — Schedule C compensation
- National Financial Services — Schedule C compensation