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 |
|---|
| 2019: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2019 401k membership |
|---|
| 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 |
| 2017: LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2017 401k membership |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 2019 : LOUIS M NEWTON INVESTMENTS LLC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |