LOUIS M NEWTON INVESTMENTS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN
401k plan membership statisitcs for LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN
Measure | Date | Value |
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2019: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
2017: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 1 |
Number of participants with account balances | 2016-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1 |
Number of participants with account balances | 2014-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1 |
Number of participants with account balances | 2013-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 1 |
Number of participants with account balances | 2011-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 1 |
Number of participants with account balances | 2010-01-01 | 1 |
2009: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 1 |
Measure | Date | Value |
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2019 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $386,405 |
Expenses. Total of all expenses incurred | 2019-12-31 | $184,373 |
Benefits paid (including direct rollovers) | 2019-12-31 | $180,100 |
Total plan assets at end of year | 2019-12-31 | $2,007,292 |
Total plan assets at beginning of year | 2019-12-31 | $1,805,260 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,769 |
Other income received | 2019-12-31 | $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 interests | 2019-12-31 | $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 |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $25,000 |
Total income from all sources | 2018-12-31 | $-6,792 |
Expenses. Total of all expenses incurred | 2018-12-31 | $147,308 |
Benefits paid (including direct rollovers) | 2018-12-31 | $146,500 |
Total plan assets at end of year | 2018-12-31 | $1,805,260 |
Total plan assets at beginning of year | 2018-12-31 | $1,984,360 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $808 |
Other income received | 2018-12-31 | $-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 interests | 2018-12-31 | $331,890 |
2017 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $25,000 |
Total income from all sources | 2017-12-31 | $289,777 |
Expenses. Total of all expenses incurred | 2017-12-31 | $143,280 |
Benefits paid (including direct rollovers) | 2017-12-31 | $129,000 |
Total plan assets at end of year | 2017-12-31 | $1,984,360 |
Total plan assets at beginning of year | 2017-12-31 | $1,812,863 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $3,451 |
Other income received | 2017-12-31 | $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 interests | 2017-12-31 | $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 |
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Total plan liabilities at beginning of year | 2016-12-31 | $3 |
Total income from all sources | 2016-12-31 | $122,429 |
Expenses. Total of all expenses incurred | 2016-12-31 | $138,883 |
Benefits paid (including direct rollovers) | 2016-12-31 | $124,000 |
Total plan assets at end of year | 2016-12-31 | $1,812,863 |
Total plan assets at beginning of year | 2016-12-31 | $1,829,320 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,868 |
Other income received | 2016-12-31 | $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 interests | 2016-12-31 | $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 |
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Total plan liabilities at end of year | 2015-12-31 | $3 |
Total plan liabilities at beginning of year | 2015-12-31 | $3 |
Total income from all sources | 2015-12-31 | $-7,158 |
Expenses. Total of all expenses incurred | 2015-12-31 | $146,949 |
Benefits paid (including direct rollovers) | 2015-12-31 | $128,000 |
Total plan assets at end of year | 2015-12-31 | $1,829,320 |
Total plan assets at beginning of year | 2015-12-31 | $1,983,427 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $4,603 |
Other income received | 2015-12-31 | $-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 |
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Total plan liabilities at end of year | 2014-12-31 | $3 |
Total plan liabilities at beginning of year | 2014-12-31 | $3 |
Total income from all sources | 2014-12-31 | $157,666 |
Expenses. Total of all expenses incurred | 2014-12-31 | $143,539 |
Benefits paid (including direct rollovers) | 2014-12-31 | $121,000 |
Total plan assets at end of year | 2014-12-31 | $1,983,427 |
Total plan assets at beginning of year | 2014-12-31 | $1,969,300 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $189,715 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,252 |
Other income received | 2014-12-31 | $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 |
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Total plan liabilities at end of year | 2013-12-31 | $3 |
Total income from all sources | 2013-12-31 | $291,892 |
Expenses. Total of all expenses incurred | 2013-12-31 | $118,720 |
Benefits paid (including direct rollovers) | 2013-12-31 | $105,500 |
Total plan assets at end of year | 2013-12-31 | $1,969,300 |
Total plan assets at beginning of year | 2013-12-31 | $1,796,125 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $189,491 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,636 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $209,700 |
Expenses. Total of all expenses incurred | 2012-12-31 | $116,002 |
Benefits paid (including direct rollovers) | 2012-12-31 | $95,500 |
Total plan assets at end of year | 2012-12-31 | $1,796,125 |
Total plan assets at beginning of year | 2012-12-31 | $1,702,427 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $189,756 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $6,849 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $22,458 |
Expenses. Total of all expenses incurred | 2011-12-31 | $109,281 |
Benefits paid (including direct rollovers) | 2011-12-31 | $95,700 |
Total plan assets at end of year | 2011-12-31 | $1,702,427 |
Total plan assets at beginning of year | 2011-12-31 | $1,789,250 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $309,050 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,383 |
Other income received | 2011-12-31 | $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 year | 2011-12-31 | $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 |
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Total income from all sources | 2010-12-31 | $33,546 |
Expenses. Total of all expenses incurred | 2010-12-31 | $117,051 |
Benefits paid (including direct rollovers) | 2010-12-31 | $96,500 |
Total plan assets at end of year | 2010-12-31 | $1,789,250 |
Total plan assets at beginning of year | 2010-12-31 | $1,872,755 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $300,360 |
Other income received | 2010-12-31 | $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 year | 2010-12-31 | $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 |