Plan Name | NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | NEWTON FINANCIAL SOLUTIONS, LLC |
Employer identification number (EIN): | 260766314 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | JULIE GEBAUER | 2023-06-22 | ||
001 | 2021-01-01 | JULIE GEBAUER | 2022-04-28 | ||
001 | 2020-01-01 | JULIE GEBAUER | 2021-02-17 | ||
001 | 2018-01-01 | JULIE GEBAUER | 2019-06-20 | ||
001 | 2017-01-01 | JULIE GEBAUER | 2018-05-30 | ||
001 | 2016-01-01 | JULIE GEBAUER | 2017-01-19 | ||
001 | 2015-01-01 | JULIE GEBAUER | 2016-06-01 | ||
001 | 2013-01-01 | JULIE GEBAUER | 2014-10-07 | ||
001 | 2012-01-01 | JULIE GEBAUER | 2013-05-13 | ||
001 | 2011-01-01 | JULIE GEBAUER | 2012-03-15 | ||
001 | 2009-01-01 | JULIE GEBAUER |
Measure | Date | Value |
---|---|---|
2009: NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $25,630 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $168,290 |
Total plan assets at beginning of year | 2010-12-31 | $142,660 |
Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
Total contributions received or receivable from participants | 2010-12-31 | $8,600 |
Other income received | 2010-12-31 | $9,605 |
Net income (gross income less expenses) | 2010-12-31 | $25,630 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $168,290 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $142,660 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $7,425 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2009: NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |