Newk'S 401(K) Plan — Form 5500 plan (Newk'S Holding Company, LLC)

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, Newk'S 401(K) Plan is a benefit plan reported by Newk'S Holding Company, LLC under EIN 20-2221622 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $4,778,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newk'S Holding Company, LLC
EIN
20-2221622
Plan number
001
Plan type
2
Location
Jackson, MS
Latest filing year
2023
Participants
325
End-of-year plan assets
$4,778,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023325H, C20241004075706NAL0006477491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,778,057
Total liabilities (EOY)
$0
Net assets (EOY)
$4,778,057
Net assets (BOY)
$3,926,241

Income & contributions

Employer contributions
$248,733
Participant contributions
$463,780
Total contributions
$712,513
Total income / additions
$1,441,821

Expenses & distributions

Benefits paid
$560,339
Administrative expenses
$29,666
Total expenses
$590,005
Net increase / (decrease)
$851,816

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cadence BankNONE$17,800$02023
Epic Retirement Plan ServicesNONE$11,866$02023

Related Form 5500 pages