2023 Form 5500 filing — Newbury Comics Employee Benefit 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 20241002053706NAL0003823283001) for Newbury Comics Employee Benefit Trust, reported by Newbury Comics, Inc. under EIN 04-2744540 and plan number 001. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002053706NAL0003823283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newbury Comics, Inc.
- EIN
- 04-2744540
- Plan number
- 001
- Location
- Brighton, MA
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,884,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,884,570
- Employer contributions
- $243,209
- Participant contributions
- $445,342
- Total income / additions
- $5,178,488
- Benefits paid
- $422,875
- Administrative expenses
- $35,065
- Total expenses
- $464,153
- Net increase / (decrease)
- $4,714,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Royal Alliance Associates, Inc. | INVESTMENT/FINANCIAL ADVI | $25,000 | $0 |
| Adp, Inc. | RECORD KEEPER | $10,065 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |