Newell Corporate Group 401(K) Profit Sharing Plan — Form 5500 plan (W.S. Newell & Sons, 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, Newell Corporate Group 401(K) Profit Sharing Plan is a benefit plan reported by W.S. Newell & Sons, Inc. under EIN 63-0679583 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $6,022,733 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
W.S. Newell & Sons, Inc.
EIN
63-0679583
Plan number
001
Plan type
2
Location
Montgomery, AL
Latest filing year
2023
Participants
172
End-of-year plan assets
$6,022,733

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20240918130941NAL0009585490001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,022,733
Net assets (EOY)
$6,022,733
Net assets (BOY)
$5,191,241

Income & contributions

Employer contributions
$100,004
Participant contributions
$130,138
Total contributions
$230,142
Total income / additions
$922,078

Expenses & distributions

Benefits paid
$65,763
Administrative expenses
$24,823
Total expenses
$90,586
Net increase / (decrease)
$831,492

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$14,862$02023
Capsouth Partners, Inc.INVESTMENT ADVISORY PLAN$9,961not reported in the loaded dataset2023

Related Form 5500 pages