2023 Form 5500 filing — Newcomb & Boyd Profit Sharing 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 20241009092850NAL0010478723001) for Newcomb & Boyd Profit Sharing Plan, reported by Newcomb & Boyd under EIN 58-0876245 and plan number 001. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009092850NAL0010478723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newcomb & Boyd
- EIN
- 58-0876245
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,857,572
- Total liabilities (EOY)
- $4,588
- Net assets (EOY)
- $35,852,984
- Employer contributions
- $711,161
- Participant contributions
- $2,303,829
- Total income / additions
- $8,732,475
- Benefits paid
- $3,334,260
- Administrative expenses
- $114,967
- Total expenses
- $3,449,227
- Net increase / (decrease)
- $5,283,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockefeller Capital Management Ins | INVESTMENT ADVISORY-PLAN | $63,589 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $47,538 | $0 |
| Erisa Services Of Georgia, LLC | RECORDKEEPER | $2,500 | $0 |