2023 Form 5500 filing — E.E. Newcomer Enterprises, Inc. 401(K) Retirement Plan & Trust
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 20240920082009NAL0007528081001) for E.E. Newcomer Enterprises, Inc. 401(K) Retirement Plan & Trust, reported by E.E. Newcomer Enterprises, Inc. under EIN 43-1190931 and plan number 001. It reports 3,505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920082009NAL0007528081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- E.E. Newcomer Enterprises, Inc.
- EIN
- 43-1190931
- Plan number
- 001
- Location
- Olathe, KS
- Participants
- 3,505
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,326,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $146,326,813
- Employer contributions
- $3,260,822
- Participant contributions
- $16,640,686
- Total income / additions
- $43,313,735
- Benefits paid
- $11,408,333
- Administrative expenses
- $296,343
- Total expenses
- $11,707,737
- Net increase / (decrease)
- $31,605,998
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $216,342 | $0 |
| 0 | INVESTMENT ADVISOR | $80,000 | not reported in the loaded dataset |