J.C. Newman Cigar Employees Savings Plan — Form 5500 plan (J.C. Newman Cigar Company)
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, J.C. Newman Cigar Employees Savings Plan is a benefit plan reported by J.C. Newman Cigar Company under EIN 59-0884171 and plan number 002. The latest loaded filing year is 2023. The filing reports 179 participants and $20,714,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.C. Newman Cigar Company
- EIN
- 59-0884171
- Plan number
- 002
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $20,714,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241015104917NAL0014429187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,714,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,714,634
- Net assets (BOY)
- $17,885,204
Income & contributions
- Employer contributions
- $469,560
- Participant contributions
- $1,046,959
- Total contributions
- $1,585,213
- Total income / additions
- $4,584,244
Expenses & distributions
- Benefits paid
- $1,632,601
- Administrative expenses
- $113,078
- Total expenses
- $1,754,814
- Net increase / (decrease)
- $2,829,430
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | OTHER | $70,892 | $0 | 2023 |
| Edward D Jones & Co Lp | OTHER | $42,186 | not reported in the loaded dataset | 2023 |