Statcare 401(K) & Profit Sharing Plan — Form 5500 plan (Newstat, Pllc)
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, Statcare 401(K) & Profit Sharing Plan is a benefit plan reported by Newstat, Pllc under EIN 81-4704105 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $69,605,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newstat, Pllc
- EIN
- 81-4704105
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $69,605,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241015105840NAL0029328833005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,605,281
- Net assets (EOY)
- $69,605,281
- Net assets (BOY)
- $59,484,339
Income & contributions
- Employer contributions
- $2,463,146
- Participant contributions
- $1,683,213
- Total contributions
- $4,325,709
- Total income / additions
- $14,796,652
Expenses & distributions
- Benefits paid
- $4,573,955
- Administrative expenses
- $101,755
- Total expenses
- $4,675,710
- Net increase / (decrease)
- $10,120,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $76,702 | not reported in the loaded dataset | 2023 |
| Ftb Advisors Inc | NONE | $25,033 | not reported in the loaded dataset | 2023 |
| Meridian Trust & Investment Co | NONE | $9,265 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $606 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newstat, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Ftb Advisors Inc — Schedule C compensation
- Meridian Trust & Investment Co — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation