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THE NEWMAN SCHOOL 403(B) DC PLAN 401k Plan overview

Plan NameTHE NEWMAN SCHOOL 403(B) DC PLAN
Plan identification number 001

THE NEWMAN SCHOOL 403(B) DC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

THE NEWMAN SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE NEWMAN SCHOOL
Employer identification number (EIN):042104773
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEWMAN SCHOOL 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOSEPH LYNCH2015-07-29
0012013-01-01JOSEPH LYNCH2014-10-09
0012012-01-01JOSEPH LYNCH2013-10-11
0012011-10-01JOSEPH LYNCH2012-10-12
0012010-10-01JOSEPH LYNCH2012-04-20

Plan Statistics for THE NEWMAN SCHOOL 403(B) DC PLAN

401k plan membership statisitcs for THE NEWMAN SCHOOL 403(B) DC PLAN

Measure Date Value
2025: THE NEWMAN SCHOOL 403(B) DC PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0298
Total number of particpants at end of year2025-06-02103
Number of Participants With Account Balances2025-06-02102
2024: THE NEWMAN SCHOOL 403(B) DC PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2889
Total number of particpants at end of year2024-05-2898
Number of Participants With Account Balances2024-05-2897
2022: THE NEWMAN SCHOOL 403(B) DC PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-1187
Total number of particpants at end of year2022-05-1191
Number of Participants With Account Balances2022-05-1190

Financial Data on THE NEWMAN SCHOOL 403(B) DC PLAN

Measure Date Value
2025 : THE NEWMAN SCHOOL 403(B) DC PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-02571789
Net assets as of the end of the plan year2025-06-025356043
Total assets as of the beginning of the plan year2025-06-024883889
Value of plan covered by a fidelity bond2025-06-02450000
Participant contributions to plan in this plan year2025-06-02266175
Value of participant loans at end of plan year2025-06-021417
Other contributions to plan in this plan year2025-06-028222
Other income to plan in this plan year2025-06-02573358
Plan net income in this plan year2025-06-02472154
Net assets as of the end of the plan year2025-06-025356043
Net assets as of the beginning of the plan year2025-06-024883889
Employer contributions to plan in this plan year2025-06-02196188
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-026456
2024 : THE NEWMAN SCHOOL 403(B) DC PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-28164362
Net assets as of the end of the plan year2024-05-284883889
Total assets as of the beginning of the plan year2024-05-284066246
Value of plan covered by a fidelity bond2024-05-28450000
Participant contributions to plan in this plan year2024-05-28215484
Value of participant loans at end of plan year2024-05-2828072
Other contributions to plan in this plan year2024-05-2818933
Other income to plan in this plan year2024-05-28572076
Plan net income in this plan year2024-05-28817643
Net assets as of the end of the plan year2024-05-284883889
Net assets as of the beginning of the plan year2024-05-284066246
Employer contributions to plan in this plan year2024-05-28175512
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-282863
2022 : THE NEWMAN SCHOOL 403(B) DC PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-11454942
Net assets as of the end of the plan year2022-05-115034894
Total assets as of the beginning of the plan year2022-05-114612380
Value of plan covered by a fidelity bond2022-05-11461239
Participant contributions to plan in this plan year2022-05-11173685
Value of participant loans at end of plan year2022-05-1145851
Other contributions to plan in this plan year2022-05-1119325
Other income to plan in this plan year2022-05-11525386
Plan net income in this plan year2022-05-11422514
Net assets as of the end of the plan year2022-05-115034894
Net assets as of the beginning of the plan year2022-05-114612380
Employer contributions to plan in this plan year2022-05-11159060
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-11402

Potentially related plans

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