2023 Form 5500 filing — Small Newspaper Group 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 20250925123601NAL0008514129001) for Small Newspaper Group Retirement Plan & Trust, reported by Small Newspaper Group, Inc. under EIN 36-3279874 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250925123601NAL0008514129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Small Newspaper Group, Inc.
- EIN
- 36-3279874
- Plan number
- 001
- Location
- Kankakee, IL
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,678,743
- Net assets (EOY)
- $12,678,743
- Participant contributions
- $79,741
- Total income / additions
- $2,232,731
- Benefits paid
- $3,107,976
- Administrative expenses
- $41,701
- Total expenses
- $3,162,221
- Net increase / (decrease)
- -$929,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $41,701 | $0 |
| Rbc Capital Markets, LLC | BROKER | $0 | $31,715 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |