How many benefit plans does The Newberry Group, Inc. report on Form 5500?

The Newberry Group, Inc. (EIN 43-1755637) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Newberry Group, Inc.?

The Employer Identification Number (EIN) reported for The Newberry Group, Inc. is 43-1755637.

What is the latest Form 5500 filing year for The Newberry Group, Inc.?

The latest loaded Form 5500 filing year for The Newberry Group, Inc. is 2023.

The Newberry Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Newberry Group, Inc. (EIN 43-1755637) is a plan sponsor located in Saint Charles, MO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 43-1755637
Location: Saint Charles, MO
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $9,224,140
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $9,224,140

Contributions & income

Employer contributions: $575,339
Participant contributions: $408,947
Total income / additions: $1,857,543

Expenses & distributions

Benefits paid / distributions: $1,660,321
Total expenses: $1,699,971
Net increase / (decrease): $157,572

Coverage

Total reported participants: 194
Plans with financial statements: 2
Plans with provider compensation: 0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Newberry Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Newberry Group, Inc. 401(K) Profit Sharing Plan	001	97	$5,023,545	2023
Newberry Group Incorporated Employee Stock Ownership Plan	002	97	$4,200,595	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Newberry Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	The Newberry Group, Inc. 401(K) Profit Sharing Plan	97	I	20241015111911NAL0049006064001
2023	Newberry Group Incorporated Employee Stock Ownership Plan	97	I	20241015121715NAL0056067810001