2023 Form 5500 filing — Newcomer Funeral Service Group Retirement 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 20240905095730NAL0046251906001) for Newcomer Funeral Service Group Retirement Plan, reported by Newcomer Funeral Service Group, Inc. under EIN 48-1142399 and plan number 001. It reports 533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905095730NAL0046251906001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newcomer Funeral Service Group, Inc.
- EIN
- 48-1142399
- Plan number
- 001
- Location
- Topeka, KS
- Participants
- 533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,948,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,948,543
- Employer contributions
- $783,682
- Participant contributions
- $1,692,687
- Total income / additions
- $5,821,748
- Benefits paid
- $2,329,393
- Administrative expenses
- $92,721
- Total expenses
- $2,422,114
- Net increase / (decrease)
- $3,399,634
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $38,550 | not reported in the loaded dataset |
| Mariner, LLC | N/A | $36,721 | not reported in the loaded dataset |
| Pickett, Chaney, Mcmullen Llp, Cpa | N/A | $17,450 | not reported in the loaded dataset |
| Mg Trust Company Dba Matrix Trust C | CUSTODIAN/RECORDKEEPER | $0 | $102 |