Original filing (PDF)20250324100826NAL0019103872001

NEWTOWN ARTESIAN WATER COMPANY

Name: NEWTOWN ARTESIAN WATER COMPANY — NEWTOWN ARTESIAN WATER COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NEWTOWN ARTESIAN WATER COMPANY

Form 5500-SF

FILING_RECEIVED

NEWTOWN ARTESIAN WATER COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWTOWN ARTESIAN WATER COMPANY.

Plan sponsor

Name

NEWTOWN ARTESIAN WATER COMPANY

EIN

23-0917080

Address

201 N. LINCOLN AVE · NEWTOWN, PA · 189400217

Phone

(215) 968-6781

Industry

Utilitiessee all

Plan administrator

Name

NEWTOWN ARTESIAN WATER COMPANY

EIN

23-0917080

City

NEWTOWN, PA

Phone

(215) 968-6781

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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