Newcomer Funeral Service Group Retirement Plan — Form 5500 plan (Newcomer Funeral Service 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, Newcomer Funeral Service Group Retirement Plan is a benefit plan reported by Newcomer Funeral Service Group, Inc. under EIN 48-1142399 and plan number 001. The latest loaded filing year is 2023. The filing reports 533 participants and $20,948,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newcomer Funeral Service Group, Inc.
- EIN
- 48-1142399
- Plan number
- 001
- Plan type
- 2
- Location
- Topeka, KS
- Latest filing year
- 2023
- Participants
- 533
- End-of-year plan assets
- $20,948,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 533 | H, C | 20240905095730NAL0046251906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,948,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,948,543
- Net assets (BOY)
- $17,548,909
Income & contributions
- Employer contributions
- $783,682
- Participant contributions
- $1,692,687
- Total contributions
- $2,823,114
- Total income / additions
- $5,821,748
Expenses & distributions
- Benefits paid
- $2,329,393
- Administrative expenses
- $92,721
- Total expenses
- $2,422,114
- Net increase / (decrease)
- $3,399,634
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $38,550 | not reported in the loaded dataset | 2023 |
| Mariner, LLC | N/A | $36,721 | not reported in the loaded dataset | 2023 |
| Pickett, Chaney, Mcmullen Llp, Cpa | N/A | $17,450 | not reported in the loaded dataset | 2023 |
| Mg Trust Company Dba Matrix Trust C | CUSTODIAN/RECORDKEEPER | $0 | $102 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newcomer Funeral Service Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Topeka, KS
- Oneamerica Retirement Services — Schedule C compensation
- Mariner, LLC — Schedule C compensation
- Pickett, Chaney, Mcmullen Llp, Cpa — Schedule C compensation
- Mg Trust Company Dba Matrix Trust C — Schedule C compensation