NEW ENGLAND RESEARCH & MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEW ENGLAND RESEARCH & MANAGEMENT INC. RETIREMENT SAVINGS PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 002 | 2023-07-01 | MARGUERITE MCMULLEN-COLLINS | 2025-01-17 | | |
| 002 | 2022-07-01 | MARGUERITE MCMULLEN-COLLINS | 2023-10-27 | | |
| 002 | 2021-07-01 | MARGUERITE MCMULLEN-COLLINS | 2023-01-16 | | |
| 002 | 2020-07-01 | MARGUERITE MCMULLEN-COLLINS | 2022-01-24 | | |
| 002 | 2019-07-01 | MARGUERITE MCMULLEN-COLLINS | 2021-01-27 | | |
| 002 | 2018-07-01 | MARGUERITE MCMULLEN-COLLINS | 2020-04-08 | | |
| 002 | 2017-07-01 | MARGUERITE MCMULLEN-COLLINS | 2019-01-29 | | |
| 002 | 2016-07-01 | MARGUERITE MCMULLEN-COLLINS | 2018-03-29 | | |
| 002 | 2015-07-01 | MARGUERITE MCMULLEN-COLLINS | 2017-04-07 | | |
| 002 | 2014-07-01 | MARGUERITE MCMULLEN-COLLINS | 2016-04-14 | | |
| 002 | 2013-07-01 | MARGUERITE MCMULLEN-COLLINS | 2015-03-25 | | |
| 002 | 2012-07-01 | MARGUERITE MCMULLEN-COLLINS | 2014-01-28 | | |
| 002 | 2011-07-01 | MARGUERITE MCMULLEN-COLLINS | | | |
| 002 | 2009-07-01 | MARGUERITE MCMULLEN-COLLINS | | | |
| Measure | Date | Value |
|---|
| 2025 : NEW ENGLAND RESEARCH & MANAGEMENT INC. RETIREMENT SAVINGS PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-01-17 | 766 |
| Net assets as of the end of the plan year | 2025-01-17 | 2246050 |
| Total assets as of the beginning of the plan year | 2025-01-17 | 1955901 |
| Value of plan covered by a fidelity bond | 2025-01-17 | 240000 |
| Participant contributions to plan in this plan year | 2025-01-17 | 76056 |
| Other income to plan in this plan year | 2025-01-17 | 164859 |
| Plan net income in this plan year | 2025-01-17 | 290149 |
| Net assets as of the end of the plan year | 2025-01-17 | 2246050 |
| Net assets as of the beginning of the plan year | 2025-01-17 | 1955901 |
| Employer contributions to plan in this plan year | 2025-01-17 | 50000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-17 | 766 |
| 2023 : NEW ENGLAND RESEARCH & MANAGEMENT INC. RETIREMENT SAVINGS PLAN 2023 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2023-01-17 | 1411 |
| Net assets as of the end of the plan year | 2023-01-17 | 1708655 |
| Total assets as of the beginning of the plan year | 2023-01-17 | 1744467 |
| Value of plan covered by a fidelity bond | 2023-01-17 | 180000 |
| Participant contributions to plan in this plan year | 2023-01-17 | 72825 |
| Other income to plan in this plan year | 2023-01-17 | -157226 |
| Plan net income in this plan year | 2023-01-17 | -35812 |
| Net assets as of the end of the plan year | 2023-01-17 | 1708655 |
| Net assets as of the beginning of the plan year | 2023-01-17 | 1744467 |
| Employer contributions to plan in this plan year | 2023-01-17 | 50000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-01-17 | 1411 |
| 2012 : NEW ENGLAND RESEARCH & MANAGEMENT INC. RETIREMENT SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $89,618 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $2,877 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $2,671 |
| Total plan assets at end of year | 2012-06-30 | $249,154 |
| Total plan assets at beginning of year | 2012-06-30 | $162,413 |
| Value of fidelity bond covering the plan | 2012-06-30 | $40,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $32,117 |
| Other income received | 2012-06-30 | $-7,499 |
| Net income (gross income less expenses) | 2012-06-30 | $86,741 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $249,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $162,413 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $65,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $206 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : NEW ENGLAND RESEARCH & MANAGEMENT INC. RETIREMENT SAVINGS PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $101,477 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $4,064 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $4,022 |
| Total plan assets at end of year | 2011-06-30 | $162,413 |
| Total plan assets at beginning of year | 2011-06-30 | $65,000 |
| Value of fidelity bond covering the plan | 2011-06-30 | $10,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $24,317 |
| Other income received | 2011-06-30 | $12,160 |
| Net income (gross income less expenses) | 2011-06-30 | $97,413 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $162,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $65,000 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $65,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $42 |
| 2011: NEW ENGLAND RESEARCH & MANAGEMENT INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: NEW ENGLAND RESEARCH & MANAGEMENT INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | First time form 5500 has been submitted | Yes |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
