Newbury Comics Employee Benefit Trust — Form 5500 plan (Newbury Comics, 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, Newbury Comics Employee Benefit Trust is a benefit plan reported by Newbury Comics, Inc. under EIN 04-2744540 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $25,884,570 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newbury Comics, Inc.
EIN
04-2744540
Plan number
001
Plan type
2
Location
Brighton, MA
Latest filing year
2023
Participants
404
End-of-year plan assets
$25,884,570

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023404H, C20241002053706NAL0003823283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,884,570
Total liabilities (EOY)
$0
Net assets (EOY)
$25,884,570
Net assets (BOY)
$21,170,235

Income & contributions

Employer contributions
$243,209
Participant contributions
$445,342
Total contributions
$688,551
Total income / additions
$5,178,488

Expenses & distributions

Benefits paid
$422,875
Administrative expenses
$35,065
Total expenses
$464,153
Net increase / (decrease)
$4,714,335

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Royal Alliance Associates, Inc.INVESTMENT/FINANCIAL ADVI$25,000$02023
Adp, Inc.RECORD KEEPER$10,065$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages