The Newberry Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (The Newberry Group, 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, The Newberry Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Newberry Group, Inc. under EIN 43-1755637 and plan number 001. The latest loaded filing year is 2023. The filing reports 97 participants and $5,023,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Newberry Group, Inc.
- EIN
- 43-1755637
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Charles, MO
- Latest filing year
- 2023
- Participants
- 97
- End-of-year plan assets
- $5,023,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 97 | I | 20241015111911NAL0049006064001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,023,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,023,545
- Net assets (BOY)
- $4,487,535
Income & contributions
- Employer contributions
- $130,212
- Participant contributions
- $408,947
- Total income / additions
- $1,713,319
Expenses & distributions
- Benefits paid
- $1,137,659
- Administrative expenses
- $30,494
- Total expenses
- $1,177,309
- Net increase / (decrease)
- $536,010
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.