Newday Usa Retirement Plan — Form 5500 plan (Newday Usa)
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, Newday Usa Retirement Plan is a benefit plan reported by Newday Usa under EIN 22-3887207 and plan number 003. The latest loaded filing year is 2023. The filing reports 794 participants and $23,930,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newday Usa
- EIN
- 22-3887207
- Plan number
- 003
- Plan type
- 2
- Location
- Fulton, MD
- Latest filing year
- 2023
- Participants
- 794
- End-of-year plan assets
- $23,930,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 794 | H, C | 20241014134638NAL0052529394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,930,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,930,949
- Net assets (BOY)
- $22,248,561
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,039,940
- Total contributions
- $2,376,665
- Total income / additions
- $6,196,785
Expenses & distributions
- Benefits paid
- $4,385,590
- Administrative expenses
- $99,612
- Total expenses
- $4,514,397
- Net increase / (decrease)
- $1,682,388
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $55,935 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,677 | $0 | 2023 |