403(B) Thrift Plan Of Newcap, Inc. — Form 5500 plan (Newcap, 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, 403(B) Thrift Plan Of Newcap, Inc. is a benefit plan reported by Newcap, Inc. under EIN 39-1050492 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $9,290,677 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.3MPlan net assets, end of year$9,290,677
Participants230Covered participants reported
Assets / participant$40.4KComputed: assets ÷ participants$40,394 (computed)
Provider compensation$3761 Schedule C provider row(s)
- Plan sponsor
- Newcap, Inc.
- EIN
- 39-1050492
- Plan number
- 001
- Plan type
- 2
- Location
- Oconto, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241015075953NAL0048432560001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.3M total assets
Net assets$9.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,290,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,290,677
- Net assets (BOY)
- $8,367,307
Income & contributions
- Employer contributions
- $225,032
- Participant contributions
- $306,333
- Total contributions
- $664,493
- Total income / additions
- $1,823,050
Expenses & distributions
- Benefits paid
- $899,304
- Administrative expenses
- $376
- Total expenses
- $899,680
- Net increase / (decrease)
- $923,370
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
42%58%
Employer 42%Participant 58%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $376 | $0 | 2023 |