Newtown Savings Bank Employees' 401(K) Savings Plan — Form 5500 plan (Newtown Savings Bank)
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, Newtown Savings Bank Employees' 401(K) Savings Plan is a benefit plan reported by Newtown Savings Bank under EIN 06-0472240 and plan number 002. The latest loaded filing year is 2023. The filing reports 381 participants and $37,501,480 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newtown Savings Bank
- EIN
- 06-0472240
- Plan number
- 002
- Plan type
- 2
- Location
- Newtown, CT
- Latest filing year
- 2023
- Participants
- 381
- End-of-year plan assets
- $37,501,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 381 | H, C | 20250624114347NAL0007216705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,501,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,501,480
- Net assets (BOY)
- $31,027,306
Income & contributions
- Employer contributions
- $842,346
- Participant contributions
- $1,228,832
- Total contributions
- $2,519,387
- Total income / additions
- $10,720,146
Expenses & distributions
- Benefits paid
- $4,145,512
- Administrative expenses
- $100,460
- Total expenses
- $4,245,972
- Net increase / (decrease)
- $6,474,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hooker & Holcombe Retirement Servic | NONE | $35,003 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group, Inc. | NONE | $25,468 | not reported in the loaded dataset | 2023 |
| Wolf & Company, P.C. | NONE | $15,750 | not reported in the loaded dataset | 2023 |
| Usi Advisors, Inc. | NONE | $12,299 | not reported in the loaded dataset | 2023 |
| Hooker & Holcombe Investment Adviso | NONE | $11,940 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newtown Savings Bank
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Newtown, CT
- Hooker & Holcombe Retirement Servic — Schedule C compensation
- Usi Consulting Group, Inc. — Schedule C compensation
- Wolf & Company, P.C. — Schedule C compensation
- Usi Advisors, Inc. — Schedule C compensation
- Hooker & Holcombe Investment Adviso — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation