Original filing (PDF)20250602112040NAL0026546034001

G. S. NEWBORN & ASSOCIATES

Name: G. S. NEWBORN & ASSOCIATES — G. S. NEWBORN & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: G. S. NEWBORN & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

G. S. NEWBORN & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G. S. NEWBORN & ASSOCIATES.

Plan sponsor

Name

G. S. NEWBORN & ASSOCIATES

EIN

22-3135371

Address

32 MINE STREET · FLEMINGTON, NJ · 08822

Phone

(908) 788-9080

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

A.M. INSURANCE GROUP, INC.

AMI GROUP, INC. 401(K) PLAN

$1.0M · 19 participants

SUTHERLAND INSURANCE & REALTY COMPANY, INC.

SUTHERLAND RETIREMENT SAVINGS PLAN

$1.0M · 8 participants

KEITH R. EBERG

KEITH R. EBERG PROFIT SHARING PLAN

$1.0M · 3 participants

SENIOR INFORMATION CENTERS INC

SENIOR INFORMATION CENTERS INC 401(K) PROFIT SHARING PLAN

$1.0M · 22 participants

COON INSURANCE AGENCY, INC.

COON INSURANCE AGENCY, INC. PROFIT SHARING PLAN