Newton Healthcare Corporation 401k Retirement Plan — Form 5500 plan (Newton Healthcare Corporation)
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, Newton Healthcare Corporation 401k Retirement Plan is a benefit plan reported by Newton Healthcare Corporation under EIN 48-1040759 and plan number 001. The latest loaded filing year is 2023. The filing reports 907 participants and $52,369,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newton Healthcare Corporation
- EIN
- 48-1040759
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, KS
- Latest filing year
- 2023
- Participants
- 907
- End-of-year plan assets
- $52,369,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 907 | H, C | 20240724074245NAL0007970419003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,369,914
- Net assets (EOY)
- $52,369,914
- Net assets (BOY)
- $46,882,975
Income & contributions
- Employer contributions
- $1,123,611
- Participant contributions
- $1,995,894
- Total contributions
- $3,249,284
- Total income / additions
- $10,442,220
Expenses & distributions
- Benefits paid
- $4,852,313
- Administrative expenses
- $95,448
- Total expenses
- $4,955,281
- Net increase / (decrease)
- $5,486,939
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $53,377 | $0 | 2023 |
| Instrust Bank, N.A. | INVESTMENT ADVISOR | $39,243 | not reported in the loaded dataset | 2023 |