Prein&Newhof, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Prein & Newhof)
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, Prein&Newhof, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Prein & Newhof under EIN 38-1891590 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $49,683,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prein & Newhof
- EIN
- 38-1891590
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $49,683,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20241015072505NAL0014191747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,683,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,683,648
- Net assets (BOY)
- $41,231,425
Income & contributions
- Employer contributions
- $639,281
- Participant contributions
- $1,774,895
- Total contributions
- $2,415,064
- Total income / additions
- $10,414,702
Expenses & distributions
- Benefits paid
- $1,870,526
- Administrative expenses
- $91,953
- Total expenses
- $1,962,479
- Net increase / (decrease)
- $8,452,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $91,953 | $0 | 2023 |
| Northwestern Mutual Wealth Mgmt Co. | INVESTMENT ADVISORY | $0 | $31,579 | 2023 |
| Doeren Mayhew Grand Rapids, Pllc | OTHER SERVICES | $0 | $7,289 | 2023 |
| Prein & Newhoff, Inc | PLAN ADMINISTRATOR | $0 | $6,674 | 2023 |
| Morningstar Investment Management L | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Prein & Newhof
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Principal Life Insurance Company — Schedule C compensation
- Northwestern Mutual Wealth Mgmt Co. — Schedule C compensation
- Doeren Mayhew Grand Rapids, Pllc — Schedule C compensation
- Prein & Newhoff, Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation