401k Plan data: SECTION 403(B) RETIREMENT PLAN FOR NEWGATE EDUCATION AND RESEARCH CENTER, INC. plan

SECTION 403(B) RETIREMENT PLAN FOR NEWGATE EDUCATION AND RESEARCH CENTER, INC. 401k Plan overview

Plan Name	SECTION 403(B) RETIREMENT PLAN FOR NEWGATE EDUCATION AND RESEARCH CENTER, INC.
Plan identification number	002

SECTION 403(B) RETIREMENT PLAN FOR NEWGATE EDUCATION AND RESEARCH CENTER, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEWGATE EDUCATION AND RESEARCH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: NEWGATE EDUCATION AND RESEARCH CENTER, INC.

Employer identification number (EIN): 411261358

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECTION 403(B) RETIREMENT PLAN FOR NEWGATE EDUCATION AND RESEARCH CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CHRISTINA VANG-DIXON 2024-08-19 CHRISTINA VANG-DIXON 2024-08-19
002 2022-01-01 BLYTHE SEVERSON 2023-05-10 BLYTHE SEVERSON 2023-05-10
002 2021-01-01 BLYTHE SEVERSON 2022-06-13 BLYTHE SEVERSON 2022-06-13
002 2020-01-01 BLYTHE SEVERSON 2021-06-23 BLYTHE SEVERSON 2021-06-23
002 2019-01-01 BLYTHE SEVERSON 2020-08-25 BLYTHE SEVERSON 2020-08-25
002 2018-01-01 RONALD SEVERSON 2019-07-23 RONALD SEVERSON 2019-07-23
002 2017-01-01 RONALD SEVERSON 2018-06-19
002 2016-01-01 RONALD SEVERSON 2017-07-25
002 2015-01-01 RONALD SEVERSON 2016-07-08
002 2014-01-01 RONALD SEVERSON 2015-08-30
002 2013-01-01 RONALD SEVERSON 2014-10-06
002 2012-01-01 RONALD SEVERSON 2013-08-05
002 2011-01-01 RONALD SEVERSON 2012-05-21
002 2010-01-01 RONALD SEVERSON 2011-08-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	CHRISTINA VANG-DIXON	2024-08-19	CHRISTINA VANG-DIXON	2024-08-19
002	2022-01-01	BLYTHE SEVERSON	2023-05-10	BLYTHE SEVERSON	2023-05-10
002	2021-01-01	BLYTHE SEVERSON	2022-06-13	BLYTHE SEVERSON	2022-06-13
002	2020-01-01	BLYTHE SEVERSON	2021-06-23	BLYTHE SEVERSON	2021-06-23
002	2019-01-01	BLYTHE SEVERSON	2020-08-25	BLYTHE SEVERSON	2020-08-25
002	2018-01-01	RONALD SEVERSON	2019-07-23	RONALD SEVERSON	2019-07-23
002	2017-01-01	RONALD SEVERSON	2018-06-19
002	2016-01-01	RONALD SEVERSON	2017-07-25
002	2015-01-01	RONALD SEVERSON	2016-07-08
002	2014-01-01	RONALD SEVERSON	2015-08-30
002	2013-01-01	RONALD SEVERSON	2014-10-06
002	2012-01-01	RONALD SEVERSON	2013-08-05
002	2011-01-01	RONALD SEVERSON	2012-05-21
002	2010-01-01	RONALD SEVERSON	2011-08-30

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Company Name:	NEWGATE EDUCATION AND RESEARCH CENTER, INC.
Employer identification number (EIN):	411261358
NAIC Classification:	611000