Original filing (PDF)20240320105947NAL0002325169001

NEWTOWN BEER STORE

Name: NEWTOWN BEER STORE — NEWTOWN BEER STORE 401(K) PLAN, Form 5500 (2023)
Creator: NEWTOWN BEER STORE

Form 5500-SF

FILING_RECEIVED

NEWTOWN BEER STORE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 BEER STORE.

Plan sponsor

Name

NEWTOWN BEER STORE

EIN

23-2910241

Address

301 S CHANCELLOR ST. · NEWTOWN, PA · 18940

Phone

(215) 579-6337

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-30

Filed

2024-03-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 5 participants