401k Plan data: NEWTON CONSULTING, LLC 401K PLAN plan

NEWTON CONSULTING, LLC 401K PLAN 401k Plan overview

Plan Name	NEWTON CONSULTING, LLC 401K PLAN
Plan identification number	001

NEWTON CONSULTING, LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASPIRANT CONSULTING, LLC has sponsored the creation of one or more 401k plans.

Company Name: ASPIRANT CONSULTING, LLC

Employer identification number (EIN): 550822960

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWTON CONSULTING, LLC 401K PLAN

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 ERIC C. NEWTON
001 2016-01-01 ERIC C. NEWTON
001 2015-01-01 ERIC C. NEWTON
001 2014-01-01 ERIC C. NEWTON 2015-09-24
001 2013-01-01 ERIC C. NEWTON 2014-06-26
001 2012-01-01 ERIC C. NEWTON 2013-06-06
001 2011-01-01 ERIC C. NEWTON 2012-05-18
001 2010-01-01 ERIC C. NEWTON 2011-05-17

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	ERIC C. NEWTON
001	2016-01-01	ERIC C. NEWTON
001	2015-01-01	ERIC C. NEWTON
001	2014-01-01	ERIC C. NEWTON	2015-09-24
001	2013-01-01	ERIC C. NEWTON	2014-06-26
001	2012-01-01	ERIC C. NEWTON	2013-06-06
001	2011-01-01	ERIC C. NEWTON	2012-05-18
001	2010-01-01	ERIC C. NEWTON	2011-05-17

Plan Statistics for NEWTON CONSULTING, LLC 401K PLAN

401k plan membership statisitcs for NEWTON CONSULTING, LLC 401K PLAN

Measure Date Value
2022: NEWTON CONSULTING, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 194
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 78
Total of all active and inactive participants 2022-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 272
Number of participants with account balances 2022-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: NEWTON CONSULTING, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 158
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 76
Total of all active and inactive participants 2021-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 234
Number of participants with account balances 2021-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: NEWTON CONSULTING, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 103
Number of retired or separated participants receiving benefits 2020-01-01 55
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 158
Number of participants with account balances 2020-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: NEWTON CONSULTING, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 90
Number of retired or separated participants receiving benefits 2019-01-01 47
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 137
Number of participants with account balances 2019-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NEWTON CONSULTING, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 83
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 50
Total of all active and inactive participants 2018-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 133
Number of participants with account balances 2018-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NEWTON CONSULTING, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 94
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 41
Total of all active and inactive participants 2017-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 135
Number of participants with account balances 2017-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NEWTON CONSULTING, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 99
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 41
Total of all active and inactive participants 2016-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 140
Number of participants with account balances 2016-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NEWTON CONSULTING, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 133
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 25
Total of all active and inactive participants 2015-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 158
Number of participants with account balances 2015-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: NEWTON CONSULTING, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	194
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	78
Total of all active and inactive participants	2022-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	272
Number of participants with account balances	2022-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: NEWTON CONSULTING, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	158
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	76
Total of all active and inactive participants	2021-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	234
Number of participants with account balances	2021-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: NEWTON CONSULTING, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	103
Number of retired or separated participants receiving benefits	2020-01-01	55
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	158
Number of participants with account balances	2020-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: NEWTON CONSULTING, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	90
Number of retired or separated participants receiving benefits	2019-01-01	47
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	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	137
Number of participants with account balances	2019-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NEWTON CONSULTING, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	83
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	50
Total of all active and inactive participants	2018-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	133
Number of participants with account balances	2018-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NEWTON CONSULTING, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	94
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	41
Total of all active and inactive participants	2017-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	135
Number of participants with account balances	2017-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NEWTON CONSULTING, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	99
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	41
Total of all active and inactive participants	2016-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	140
Number of participants with account balances	2016-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NEWTON CONSULTING, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	133
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	25
Total of all active and inactive participants	2015-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	158
Number of participants with account balances	2015-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on NEWTON CONSULTING, LLC 401K PLAN

Measure	Date	Value
2022 : NEWTON CONSULTING, LLC 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$3,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$277,983
Total income from all sources (including contributions)	2022-12-31	$-190,087
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,463,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,425,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,946,797
Value of total assets at end of year	2022-12-31	$10,849,894
Value of total assets at beginning of year	2022-12-31	$12,777,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$38,001
Total interest from all sources	2022-12-31	$5,522
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$494,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$494,727
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,355,737
Participant contributions at end of year	2022-12-31	$144,385
Participant contributions at beginning of year	2022-12-31	$113,925
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$143,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$3,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$277,983
Other income not declared elsewhere	2022-12-31	$72,712
Total non interest bearing cash at end of year	2022-12-31	$34,637
Total non interest bearing cash at beginning of year	2022-12-31	$205,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,653,260
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,846,353
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,499,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,316,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,581,969
Interest on participant loans	2022-12-31	$5,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$353,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,876,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,709,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$447,902
Employer contributions (assets) at end of year	2022-12-31	$134
Employer contributions (assets) at beginning of year	2022-12-31	$134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,425,172
Contract administrator fees	2022-12-31	$38,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CASE, SABATINI & CO.
Accountancy firm EIN	2022-12-31	251371209
2021 : NEWTON CONSULTING, LLC 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$277,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$19,189
Total income from all sources (including contributions)	2021-12-31	$4,416,124
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$906,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$872,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,912,442
Value of total assets at end of year	2021-12-31	$12,777,596
Value of total assets at beginning of year	2021-12-31	$9,008,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$33,895
Total interest from all sources	2021-12-31	$4,046
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$674,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$674,948
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,136,561
Participant contributions at end of year	2021-12-31	$113,925
Participant contributions at beginning of year	2021-12-31	$59,481
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,430,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$277,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$19,189
Total non interest bearing cash at end of year	2021-12-31	$205,271
Total non interest bearing cash at beginning of year	2021-12-31	$19,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,510,031
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,499,613
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,989,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,581,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,948,097
Interest on participant loans	2021-12-31	$4,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,876,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$981,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$824,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$345,188
Employer contributions (assets) at end of year	2021-12-31	$134
Employer contributions (assets) at beginning of year	2021-12-31	$299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$872,198
Contract administrator fees	2021-12-31	$33,895
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CASE, SABATINI & CO.
Accountancy firm EIN	2021-12-31	251371209
2020 : NEWTON CONSULTING, LLC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$19,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$14,865
Total income from all sources (including contributions)	2020-12-31	$2,247,139
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$169,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$149,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,038,024
Value of total assets at end of year	2020-12-31	$9,008,771
Value of total assets at beginning of year	2020-12-31	$6,927,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,985
Total interest from all sources	2020-12-31	$3,711
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$868,830
Participant contributions at end of year	2020-12-31	$59,481
Participant contributions at beginning of year	2020-12-31	$66,001
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$19,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$14,865
Total non interest bearing cash at end of year	2020-12-31	$19,189
Total non interest bearing cash at beginning of year	2020-12-31	$14,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,077,228
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,989,582
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,912,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,948,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,186,303
Interest on participant loans	2020-12-31	$3,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$981,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$660,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,205,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$169,194
Employer contributions (assets) at end of year	2020-12-31	$299
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$149,926
Contract administrator fees	2020-12-31	$19,985
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CASE, SABATINI & CO.
Accountancy firm EIN	2020-12-31	251371209
2019 : NEWTON CONSULTING, LLC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$14,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$14,367
Total income from all sources (including contributions)	2019-12-31	$1,944,756
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$630,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$611,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$694,051
Value of total assets at end of year	2019-12-31	$6,927,219
Value of total assets at beginning of year	2019-12-31	$5,612,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,848
Total interest from all sources	2019-12-31	$4,558
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$626,969
Participant contributions at end of year	2019-12-31	$66,001
Participant contributions at beginning of year	2019-12-31	$70,254
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$67,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$14,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$14,367
Total non interest bearing cash at end of year	2019-12-31	$14,865
Total non interest bearing cash at beginning of year	2019-12-31	$14,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,314,711
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,912,354
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,597,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,186,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,967,773
Income. Interest from loans (other than to participants)	2019-12-31	$4,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$660,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$559,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,246,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$611,197
Contract administrator fees	2019-12-31	$18,848
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CASE, SABATINI & CO.
Accountancy firm EIN	2019-12-31	251371209
2018 : NEWTON CONSULTING, LLC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$14,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$15,952
Total income from all sources (including contributions)	2018-12-31	$224,652
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,138,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,119,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$614,762
Value of total assets at end of year	2018-12-31	$5,612,010
Value of total assets at beginning of year	2018-12-31	$6,526,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$19,025
Total interest from all sources	2018-12-31	$3,823
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$578,427
Participant contributions at end of year	2018-12-31	$70,254
Participant contributions at beginning of year	2018-12-31	$41,364
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$36,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$14,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$13,675
Total non interest bearing cash at end of year	2018-12-31	$14,367
Total non interest bearing cash at beginning of year	2018-12-31	$13,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-913,394
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,597,643
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,511,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,967,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,728,692
Interest on participant loans	2018-12-31	$3,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$559,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$740,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-393,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$0
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$2,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,119,021
Contract administrator fees	2018-12-31	$19,025
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$2,277
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CASE, SABATINI & CO.
Accountancy firm EIN	2018-12-31	251371209
2017 : NEWTON CONSULTING, LLC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$15,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$8,322
Total income from all sources (including contributions)	2017-12-31	$1,537,948
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$929,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$911,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$652,161
Value of total assets at end of year	2017-12-31	$6,526,989
Value of total assets at beginning of year	2017-12-31	$5,911,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,080
Total interest from all sources	2017-12-31	$2,266
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$639,110
Participant contributions at end of year	2017-12-31	$41,364
Participant contributions at beginning of year	2017-12-31	$56,392
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$10,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$13,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$8,322
Total non interest bearing cash at end of year	2017-12-31	$13,675
Total non interest bearing cash at beginning of year	2017-12-31	$8,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$608,083
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,511,037
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,902,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,728,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,124,879
Interest on participant loans	2017-12-31	$2,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$740,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$721,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$883,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,568
Employer contributions (assets) at end of year	2017-12-31	$2,568
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$911,785
Contract administrator fees	2017-12-31	$18,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$2,277
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CASE, SABATINI & CO.
Accountancy firm EIN	2017-12-31	251371209
2016 : NEWTON CONSULTING, LLC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$8,322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$11,057
Total income from all sources (including contributions)	2016-12-31	$1,553,405
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$705,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$689,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$998,922
Value of total assets at end of year	2016-12-31	$5,911,276
Value of total assets at beginning of year	2016-12-31	$5,065,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,353
Total interest from all sources	2016-12-31	$2,825
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$843,118
Participant contributions at end of year	2016-12-31	$56,392
Participant contributions at beginning of year	2016-12-31	$49,895
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$155,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$8,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$11,057
Total non interest bearing cash at end of year	2016-12-31	$8,322
Total non interest bearing cash at beginning of year	2016-12-31	$11,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$848,040
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,902,954
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,054,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,124,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,267,716
Interest on participant loans	2016-12-31	$2,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$721,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$486,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$551,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$689,012
Contract administrator fees	2016-12-31	$16,353
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CASE, SABATINI & CO.
Accountancy firm EIN	2016-12-31	251371209
2015 : NEWTON CONSULTING, LLC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$11,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,038
Total income from all sources (including contributions)	2015-12-31	$1,072,704
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$95,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$80,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,134,157
Value of total assets at end of year	2015-12-31	$5,065,971
Value of total assets at beginning of year	2015-12-31	$4,082,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,568
Total interest from all sources	2015-12-31	$1,374
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$407,741
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$799,539
Participant contributions at end of year	2015-12-31	$49,895
Participant contributions at beginning of year	2015-12-31	$32,680
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$5,657
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$84,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$11,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$5,038
Total non interest bearing cash at end of year	2015-12-31	$11,629
Total non interest bearing cash at beginning of year	2015-12-31	$3,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$977,512
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,054,914
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,077,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,267,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,495,886
Interest on participant loans	2015-12-31	$1,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$486,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$345,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-62,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$250,000
Employer contributions (assets) at end of year	2015-12-31	$250,000
Employer contributions (assets) at beginning of year	2015-12-31	$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$80,624
Contract administrator fees	2015-12-31	$14,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CASE, SABATINI & CO.
Accountancy firm EIN	2015-12-31	251371209

Form 5500 Responses for NEWTON CONSULTING, LLC 401K PLAN

2022: NEWTON CONSULTING, LLC 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NEWTON CONSULTING, LLC 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEWTON CONSULTING, LLC 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NEWTON CONSULTING, LLC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEWTON CONSULTING, LLC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEWTON CONSULTING, LLC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NEWTON CONSULTING, LLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NEWTON CONSULTING, LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

661313

Policy instance

Insurance contract or identification number	661313
Number of Individuals Covered	272
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

661313

Policy instance

Insurance contract or identification number	661313
Number of Individuals Covered	235
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

661313

Policy instance

Insurance contract or identification number	661313
Number of Individuals Covered	158
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

661313

Policy instance

Insurance contract or identification number	661313
Number of Individuals Covered	137
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

661313

Policy instance

Insurance contract or identification number	661313
Number of Individuals Covered	133
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

661313

Policy instance

Insurance contract or identification number	661313
Number of Individuals Covered	135
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

661313

Policy instance

Insurance contract or identification number	661313
Number of Individuals Covered	158
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ASPIRANT CONSULTING, LLC
Employer identification number (EIN):	550822960
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services