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LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameLOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN
Plan identification number 001

LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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

LOUIS M NEWTON INVESTMENTS LLC has sponsored the creation of one or more 401k plans.

Company Name:LOUIS M NEWTON INVESTMENTS LLC
Employer identification number (EIN):200375339
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01STELLA NEWTON
0012016-01-01LOUIS M. NEWTON
0012015-01-01LOUIS M NEWTON
0012014-01-01LOUIS M NEWTON
0012013-01-01LOUIS M NEWTON
0012012-01-01LOUIS M NEWTON
0012011-01-01LOUIS M NEWTON
0012010-01-01LOUIS M NEWTON
0012009-01-01LOUIS M. NEWTON

Plan Statistics for LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN

401k plan membership statisitcs for LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN

Measure Date Value
2019: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Number of retired or separated participants receiving benefits2018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
2017: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011

Financial Data on LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN

Measure Date Value
2019 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$386,405
Expenses. Total of all expenses incurred2019-12-31$184,373
Benefits paid (including direct rollovers)2019-12-31$180,100
Total plan assets at end of year2019-12-31$2,007,292
Total plan assets at beginning of year2019-12-31$1,805,260
Expenses. Other expenses not covered elsewhere2019-12-31$1,769
Other income received2019-12-31$386,405
Net income (gross income less expenses)2019-12-31$202,032
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,007,292
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,805,260
Assets. Value of assets in partnership/joint-venture interests2019-12-31$330,354
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,504
2018 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$25,000
Total income from all sources2018-12-31$-6,792
Expenses. Total of all expenses incurred2018-12-31$147,308
Benefits paid (including direct rollovers)2018-12-31$146,500
Total plan assets at end of year2018-12-31$1,805,260
Total plan assets at beginning of year2018-12-31$1,984,360
Expenses. Other expenses not covered elsewhere2018-12-31$808
Other income received2018-12-31$-6,792
Net income (gross income less expenses)2018-12-31$-154,100
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,805,260
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,959,360
Assets. Value of assets in partnership/joint-venture interests2018-12-31$331,890
2017 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$25,000
Total income from all sources2017-12-31$289,777
Expenses. Total of all expenses incurred2017-12-31$143,280
Benefits paid (including direct rollovers)2017-12-31$129,000
Total plan assets at end of year2017-12-31$1,984,360
Total plan assets at beginning of year2017-12-31$1,812,863
Expenses. Other expenses not covered elsewhere2017-12-31$3,451
Other income received2017-12-31$289,777
Net income (gross income less expenses)2017-12-31$146,497
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,959,360
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,812,863
Assets. Value of assets in partnership/joint-venture interests2017-12-31$332,722
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$10,829
2016 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$3
Total income from all sources2016-12-31$122,429
Expenses. Total of all expenses incurred2016-12-31$138,883
Benefits paid (including direct rollovers)2016-12-31$124,000
Total plan assets at end of year2016-12-31$1,812,863
Total plan assets at beginning of year2016-12-31$1,829,320
Expenses. Other expenses not covered elsewhere2016-12-31$1,868
Other income received2016-12-31$122,429
Net income (gross income less expenses)2016-12-31$-16,454
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,812,863
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,829,317
Assets. Value of assets in partnership/joint-venture interests2016-12-31$312,200
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$13,015
2015 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$3
Total plan liabilities at beginning of year2015-12-31$3
Total income from all sources2015-12-31$-7,158
Expenses. Total of all expenses incurred2015-12-31$146,949
Benefits paid (including direct rollovers)2015-12-31$128,000
Total plan assets at end of year2015-12-31$1,829,320
Total plan assets at beginning of year2015-12-31$1,983,427
Expenses. Other expenses not covered elsewhere2015-12-31$4,603
Other income received2015-12-31$-7,158
Net income (gross income less expenses)2015-12-31$-154,107
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,829,317
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,983,424
Assets. Value of real-estate (other than employer real property)2015-12-31$313,436
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$14,346
2014 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$3
Total plan liabilities at beginning of year2014-12-31$3
Total income from all sources2014-12-31$157,666
Expenses. Total of all expenses incurred2014-12-31$143,539
Benefits paid (including direct rollovers)2014-12-31$121,000
Total plan assets at end of year2014-12-31$1,983,427
Total plan assets at beginning of year2014-12-31$1,969,300
Assets. Value of loans (other than to participants)2014-12-31$189,715
Expenses. Other expenses not covered elsewhere2014-12-31$3,252
Other income received2014-12-31$157,666
Net income (gross income less expenses)2014-12-31$14,127
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,983,424
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,969,297
Assets. Value of real-estate (other than employer real property)2014-12-31$126,754
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$19,287
2013 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$3
Total income from all sources2013-12-31$291,892
Expenses. Total of all expenses incurred2013-12-31$118,720
Benefits paid (including direct rollovers)2013-12-31$105,500
Total plan assets at end of year2013-12-31$1,969,300
Total plan assets at beginning of year2013-12-31$1,796,125
Assets. Value of loans (other than to participants)2013-12-31$189,491
Expenses. Other expenses not covered elsewhere2013-12-31$1,636
Other income received2013-12-31$291,892
Net income (gross income less expenses)2013-12-31$173,172
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,969,297
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,796,125
Assets. Value of real-estate (other than employer real property)2013-12-31$138,112
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$11,584
2012 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$209,700
Expenses. Total of all expenses incurred2012-12-31$116,002
Benefits paid (including direct rollovers)2012-12-31$95,500
Total plan assets at end of year2012-12-31$1,796,125
Total plan assets at beginning of year2012-12-31$1,702,427
Assets. Value of loans (other than to participants)2012-12-31$189,756
Expenses. Other expenses not covered elsewhere2012-12-31$6,849
Other income received2012-12-31$209,700
Net income (gross income less expenses)2012-12-31$93,698
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,796,125
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,702,427
Assets. Value of real-estate (other than employer real property)2012-12-31$138,636
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$13,653
2011 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$22,458
Expenses. Total of all expenses incurred2011-12-31$109,281
Benefits paid (including direct rollovers)2011-12-31$95,700
Total plan assets at end of year2011-12-31$1,702,427
Total plan assets at beginning of year2011-12-31$1,789,250
Assets. Value of loans (other than to participants)2011-12-31$309,050
Expenses. Other expenses not covered elsewhere2011-12-31$2,383
Other income received2011-12-31$22,458
Net income (gross income less expenses)2011-12-31$-86,823
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,702,427
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,789,250
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$137,722
Assets. Value of real-estate (other than employer real property)2011-12-31$123,112
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$11,198
2010 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$33,546
Expenses. Total of all expenses incurred2010-12-31$117,051
Benefits paid (including direct rollovers)2010-12-31$96,500
Total plan assets at end of year2010-12-31$1,789,250
Total plan assets at beginning of year2010-12-31$1,872,755
Assets. Value of loans (other than to participants)2010-12-31$300,360
Other income received2010-12-31$33,546
Net income (gross income less expenses)2010-12-31$-83,505
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,789,250
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,872,755
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$120,020
Assets. Value of real-estate (other than employer real property)2010-12-31$125,167
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$20,551

Form 5500 Responses for LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN

2019: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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