2023 Form 5500 filing — Savings Plan Of The Newtron Group, L.L.C. And Subsidiaries
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 20240612092250NAL0029069617001) for Savings Plan Of The Newtron Group, L.L.C. And Subsidiaries, reported by The Newtron Group, L.L.C. under EIN 72-0955705 and plan number 001. It reports 2,792 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240612092250NAL0029069617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Newtron Group, L.L.C.
- EIN
- 72-0955705
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 2,792
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,743,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,743,969
- Employer contributions
- $1,689,174
- Participant contributions
- $8,108,050
- Total income / additions
- $23,553,550
- Benefits paid
- $8,912,603
- Administrative expenses
- $141,464
- Total expenses
- $9,127,585
- Net increase / (decrease)
- $14,425,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $131,066 | $0 |
| Gallagher Fiduciary | INVESTMENT ADVISORY | $8,500 | $33,076 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |