Plan5500

Newstead/Kreher Farms 401(K) Plan — Form 5500 plan (Newstead Farms, 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, Newstead/Kreher Farms 401(K) Plan is a benefit plan reported by Newstead Farms, Inc. under EIN 16-1350390 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $14,311,756 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newstead Farms, Inc.
EIN
16-1350390
Plan number
001
Plan type
2
Location
Clarence, NY
Latest filing year
2023
Participants
319
End-of-year plan assets
$14,311,756

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20240709135932NAL0007930643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,311,756
Total liabilities (EOY)
$9,555
Net assets (EOY)
$14,302,201
Net assets (BOY)
$12,063,043

Income & contributions

Employer contributions
$417,266
Participant contributions
$787,332
Total contributions
$1,397,893
Total income / additions
$3,185,613

Expenses & distributions

Benefits paid
$892,980
Administrative expenses
$47,953
Total expenses
$946,455
Net increase / (decrease)
$2,239,158

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Financial Advisors CorpBROKER/ADVISO Rnot reported in the loaded dataset$30,2052023
First Great-West Life And AnnuitRECORDKEEPER$4,401not reported in the loaded dataset2023
Empower Advisory GroupINVESTMENT MGMT$2,896$02023

Related Form 5500 pages