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, Newco Distributors, Inc. Retirement Plan is a benefit plan reported by Newco Distributors, Inc. under EIN 33-0407040 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $7,337,562 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,337,562
- Total liabilities (EOY)
- $37,238
- Net assets (EOY)
- $7,300,324
- Net assets (BOY)
- $5,651,660
Income & contributions
- Employer contributions
- $259,936
- Participant contributions
- $537,165
- Total contributions
- $797,101
- Total income / additions
- $2,050,583
Expenses & distributions
- Benefits paid
- $349,605
- Administrative expenses
- $52,314
- Total expenses
- $401,919
- Net increase / (decrease)
- $1,648,664