E.E. Newcomer Enterprises, Inc. 401(K) Retirement Plan & Trust — Form 5500 plan (E.E. Newcomer 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, E.E. Newcomer Enterprises, Inc. 401(K) Retirement Plan & Trust is a benefit plan reported by E.E. Newcomer Enterprises, Inc. under EIN 43-1190931 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,505 participants and $146,326,813 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E.E. Newcomer Enterprises, Inc.
EIN
43-1190931
Plan number
001
Plan type
2
Location
Olathe, KS
Latest filing year
2023
Participants
3,505
End-of-year plan assets
$146,326,813

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,505H, C20240920082009NAL0007528081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$146,326,813
Total liabilities (EOY)
$0
Net assets (EOY)
$146,326,813
Net assets (BOY)
$114,720,815

Income & contributions

Employer contributions
$3,260,822
Participant contributions
$16,640,686
Total contributions
$21,543,212
Total income / additions
$43,313,735

Expenses & distributions

Benefits paid
$11,408,333
Administrative expenses
$296,343
Total expenses
$11,707,737
Net increase / (decrease)
$31,605,998

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$216,342$02023
0INVESTMENT ADVISOR$80,000not reported in the loaded dataset2023

Related Form 5500 pages