Newco, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Newco, 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, Newco, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Newco, Inc. under EIN 84-0533758 and plan number 002. The latest loaded filing year is 2023. The filing reports 26 participants and $7,019,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newco, Inc.
- EIN
- 84-0533758
- Plan number
- 002
- Plan type
- 2
- Location
- Greeley, CO
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $7,019,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | I | 20250804122341NAL0003475314001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,019,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,019,650
- Net assets (BOY)
- $6,011,011
Income & contributions
- Employer contributions
- $26,857
- Participant contributions
- $18,153
- Total income / additions
- $1,396,703
Expenses & distributions
- Benefits paid
- $361,636
- Administrative expenses
- $26,428
- Total expenses
- $388,064
- Net increase / (decrease)
- $1,008,639
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.