Newport Sand & Gravel Co., Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Newport Sand & Gravel Co., Inc.)

Plain-English plan 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, Newport Sand & Gravel Co., Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Newport Sand & Gravel Co., Inc. under EIN 02-0244802 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $12,515,369 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newport Sand & Gravel Co., Inc.
EIN
02-0244802
Plan number
001
Plan type
2
Location
Newport, NH
Latest filing year
2023
Participants
225
End-of-year plan assets
$12,515,369

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20240918134152NAL0002608643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,515,369
Total liabilities (EOY)
$0
Net assets (EOY)
$12,515,369
Net assets (BOY)
$10,345,945

Income & contributions

Employer contributions
$369,833
Participant contributions
$667,259
Total contributions
$1,140,907
Total income / additions
$2,868,366

Expenses & distributions

Benefits paid
$684,407
Administrative expenses
$14,535
Total expenses
$698,942
Net increase / (decrease)
$2,169,424

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
7300 Wealth Management LLCADVISOR/INVESTMENT ADV$11,951not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,803$02023

Related Form 5500 pages