Newcomb & Boyd Profit Sharing Plan — Form 5500 plan (Newcomb & Boyd)
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, Newcomb & Boyd Profit Sharing Plan is a benefit plan reported by Newcomb & Boyd under EIN 58-0876245 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $35,857,572 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newcomb & Boyd
- EIN
- 58-0876245
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $35,857,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241009092850NAL0010478723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,857,572
- Total liabilities (EOY)
- $4,588
- Net assets (EOY)
- $35,852,984
- Net assets (BOY)
- $30,569,736
Income & contributions
- Employer contributions
- $711,161
- Participant contributions
- $2,303,829
- Total contributions
- $3,155,323
- Total income / additions
- $8,732,475
Expenses & distributions
- Benefits paid
- $3,334,260
- Administrative expenses
- $114,967
- Total expenses
- $3,449,227
- Net increase / (decrease)
- $5,283,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockefeller Capital Management Ins | INVESTMENT ADVISORY-PLAN | $63,589 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $47,538 | $0 | 2023 |
| Erisa Services Of Georgia, LLC | RECORDKEEPER | $2,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newcomb & Boyd
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Rockefeller Capital Management Ins — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Erisa Services Of Georgia, LLC — Schedule C compensation