2023 Form 5500 filing — 403(B) Thrift Plan Of Newcap, Inc.
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 20241015075953NAL0048432560001) for 403(B) Thrift Plan Of Newcap, Inc., reported by Newcap, Inc. under EIN 39-1050492 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.3MReported net assets$9,290,677
Participants230
Provider compensation$3761 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015075953NAL0048432560001
- Plan sponsor
- Newcap, Inc.
- EIN
- 39-1050492
- Plan number
- 001
- Location
- Oconto, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.3M total assets
Net assets$9.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,290,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,290,677
- Employer contributions
- $225,032
- Participant contributions
- $306,333
- Total income / additions
- $1,823,050
- Benefits paid
- $899,304
- Administrative expenses
- $376
- Total expenses
- $899,680
- Net increase / (decrease)
- $923,370
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $376 | $0 |