2023 Form 5500 filing — Newbold 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240603133344NAL0031450112001) for Newbold 401(K) Plan, reported by Newbold Corporation under EIN 54-1702665 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240603133344NAL0031450112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newbold Corporation
- EIN
- 54-1702665
- Plan number
- 001
- Location
- Greenville, SC
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,526,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,526,822
- Employer contributions
- $109,801
- Participant contributions
- $256,712
- Total income / additions
- $801,746
- Benefits paid
- $1,719,992
- Administrative expenses
- $24,368
- Total expenses
- $1,744,360
- Net increase / (decrease)
- -$942,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Retirement Systems | THIRD PARTY ADMIN. | $6,500 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $5,092 | not reported in the loaded dataset |