Savings Plan Of The Newtron Group, L.L.C. And Subsidiaries — Form 5500 plan (The Newtron Group, L.L.C.)
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, Savings Plan Of The Newtron Group, L.L.C. And Subsidiaries is a benefit plan reported by The Newtron Group, L.L.C. under EIN 72-0955705 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,792 participants and $101,743,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Newtron Group, L.L.C.
- EIN
- 72-0955705
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 2,792
- End-of-year plan assets
- $101,743,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,792 | H, C | 20240612092250NAL0029069617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,743,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,743,969
- Net assets (BOY)
- $87,318,004
Income & contributions
- Employer contributions
- $1,689,174
- Participant contributions
- $8,108,050
- Total contributions
- $9,827,550
- Total income / additions
- $23,553,550
Expenses & distributions
- Benefits paid
- $8,912,603
- Administrative expenses
- $141,464
- Total expenses
- $9,127,585
- Net increase / (decrease)
- $14,425,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $131,066 | $0 | 2023 |
| Gallagher Fiduciary | INVESTMENT ADVISORY | $8,500 | $33,076 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Newtron Group, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Principal Life Insurance Company — Schedule C compensation
- Gallagher Fiduciary — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation