401k Plan data: MARC NEWMAN INCENTIVE SAVINGS TRUST plan

MARC NEWMAN INCENTIVE SAVINGS TRUST 401k Plan overview

Plan Name	MARC NEWMAN INCENTIVE SAVINGS TRUST
Plan identification number	001

MARC NEWMAN INCENTIVE SAVINGS TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: MARC NEWMAN

Employer identification number (EIN): 203585396

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARC NEWMAN INCENTIVE SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARC NEWMAN
001 2016-01-01 MARC NEWMAN
001 2015-01-01 MARC NEWMAN 2016-10-11
001 2014-01-01 MARC NEWMAN 2015-10-09
001 2013-01-01 MARC NEWMAN 2014-10-14
001 2012-01-01 MARC NEWMAN 2013-10-14
001 2011-01-01 MARC NEWMAN 2012-10-05
001 2010-01-01 MARC NEWMAN 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARC NEWMAN
001	2016-01-01	MARC NEWMAN
001	2015-01-01	MARC NEWMAN	2016-10-11
001	2014-01-01	MARC NEWMAN	2015-10-09
001	2013-01-01	MARC NEWMAN	2014-10-14
001	2012-01-01	MARC NEWMAN	2013-10-14
001	2011-01-01	MARC NEWMAN	2012-10-05
001	2010-01-01	MARC NEWMAN	2011-10-12

Plan Statistics for MARC NEWMAN INCENTIVE SAVINGS TRUST

401k plan membership statisitcs for MARC NEWMAN INCENTIVE SAVINGS TRUST

Measure Date Value
2022: MARC NEWMAN INCENTIVE SAVINGS TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: MARC NEWMAN INCENTIVE SAVINGS TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MARC NEWMAN INCENTIVE SAVINGS TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MARC NEWMAN INCENTIVE SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
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 3
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MARC NEWMAN INCENTIVE SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MARC NEWMAN INCENTIVE SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 3
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MARC NEWMAN INCENTIVE SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5

Measure	Date	Value
2022: MARC NEWMAN INCENTIVE SAVINGS TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: MARC NEWMAN INCENTIVE SAVINGS TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MARC NEWMAN INCENTIVE SAVINGS TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MARC NEWMAN INCENTIVE SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
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	3
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MARC NEWMAN INCENTIVE SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MARC NEWMAN INCENTIVE SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	3
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MARC NEWMAN INCENTIVE SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5

Financial Data on MARC NEWMAN INCENTIVE SAVINGS TRUST

Measure	Date	Value
2022 : MARC NEWMAN INCENTIVE SAVINGS TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-176,010
Expenses. Total of all expenses incurred	2022-12-31	$100,400
Benefits paid (including direct rollovers)	2022-12-31	$100,400
Total plan assets at end of year	2022-12-31	$2,258,470
Total plan assets at beginning of year	2022-12-31	$2,534,880
Value of fidelity bond covering the plan	2022-12-31	$1,180,000
Total contributions received or receivable from participants	2022-12-31	$27,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-251,199
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-276,410
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,258,470
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,534,880
Assets. Value of real-estate (other than employer real property)	2022-12-31	$1,175,945
Total contributions received or receivable from employer(s)	2022-12-31	$48,189
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : MARC NEWMAN INCENTIVE SAVINGS TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$246,980
Expenses. Total of all expenses incurred	2021-12-31	$98,212
Benefits paid (including direct rollovers)	2021-12-31	$98,212
Total plan assets at end of year	2021-12-31	$2,534,880
Total plan assets at beginning of year	2021-12-31	$2,386,112
Value of fidelity bond covering the plan	2021-12-31	$1,750,000
Total contributions received or receivable from participants	2021-12-31	$26,000
Other income received	2021-12-31	$174,594
Net income (gross income less expenses)	2021-12-31	$148,768
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,534,880
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,386,112
Assets. Value of real-estate (other than employer real property)	2021-12-31	$1,175,945
Total contributions received or receivable from employer(s)	2021-12-31	$46,386
2020 : MARC NEWMAN INCENTIVE SAVINGS TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$509,952
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,386,112
Total plan assets at beginning of year	2020-12-31	$1,876,160
Value of fidelity bond covering the plan	2020-12-31	$1,430,000
Total contributions received or receivable from participants	2020-12-31	$26,000
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$440,683
Net income (gross income less expenses)	2020-12-31	$509,952
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,386,112
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,876,160
Assets. Value of real-estate (other than employer real property)	2020-12-31	$1,175,945
Total contributions received or receivable from employer(s)	2020-12-31	$43,269
Value of certain deemed distributions of participant loans	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : MARC NEWMAN INCENTIVE SAVINGS TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$398,385
Expenses. Total of all expenses incurred	2019-12-31	$58,847
Benefits paid (including direct rollovers)	2019-12-31	$58,847
Total plan assets at end of year	2019-12-31	$1,876,160
Total plan assets at beginning of year	2019-12-31	$1,536,622
Value of fidelity bond covering the plan	2019-12-31	$931,242
Total contributions received or receivable from participants	2019-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$331,845
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$339,538
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,876,160
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,536,622
Assets. Value of real-estate (other than employer real property)	2019-12-31	$833,645
Total contributions received or receivable from employer(s)	2019-12-31	$41,540
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : MARC NEWMAN INCENTIVE SAVINGS TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$152,130
Expenses. Total of all expenses incurred	2018-12-31	$53,323
Benefits paid (including direct rollovers)	2018-12-31	$53,323
Total plan assets at end of year	2018-12-31	$1,536,622
Total plan assets at beginning of year	2018-12-31	$1,437,815
Value of fidelity bond covering the plan	2018-12-31	$840,000
Total contributions received or receivable from participants	2018-12-31	$24,500
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$85,234
Net income (gross income less expenses)	2018-12-31	$98,807
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,536,622
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,437,815
Assets. Value of real-estate (other than employer real property)	2018-12-31	$640,000
Total contributions received or receivable from employer(s)	2018-12-31	$42,396
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : MARC NEWMAN INCENTIVE SAVINGS TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$160,194
Expenses. Total of all expenses incurred	2017-12-31	$47,597
Benefits paid (including direct rollovers)	2017-12-31	$47,597
Total plan assets at end of year	2017-12-31	$1,437,815
Total plan assets at beginning of year	2017-12-31	$1,325,218
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$95,988
Net income (gross income less expenses)	2017-12-31	$112,597
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,437,815
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,325,218
Assets. Value of real-estate (other than employer real property)	2017-12-31	$500,000
Total contributions received or receivable from employer(s)	2017-12-31	$40,206
2016 : MARC NEWMAN INCENTIVE SAVINGS TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$102,228
Total plan assets at end of year	2016-12-31	$1,325,218
Total plan assets at beginning of year	2016-12-31	$1,222,990
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$24,000
Other income received	2016-12-31	$38,853
Net income (gross income less expenses)	2016-12-31	$102,228
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,325,218
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,222,990
Assets. Value of real-estate (other than employer real property)	2016-12-31	$500,000
Total contributions received or receivable from employer(s)	2016-12-31	$39,375

Form 5500 Responses for MARC NEWMAN INCENTIVE SAVINGS TRUST

2022: MARC NEWMAN INCENTIVE SAVINGS TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MARC NEWMAN INCENTIVE SAVINGS TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MARC NEWMAN INCENTIVE SAVINGS TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MARC NEWMAN INCENTIVE SAVINGS TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARC NEWMAN INCENTIVE SAVINGS TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARC NEWMAN INCENTIVE SAVINGS TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARC NEWMAN INCENTIVE SAVINGS TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARC NEWMAN
Employer identification number (EIN):	203585396
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers