Original filing (PDF)20250501160107NAL0005206800001

JAMES NEWMAN, ESQ. PC

Name: JAMES NEWMAN, ESQ. PC — JAMES NEWMAN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES NEWMAN, ESQ. PC

Form 5500-SF

FILING_RECEIVED

JAMES NEWMAN PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 JAMES NEWMAN, ESQ. PC.

Plan sponsor

Name

JAMES NEWMAN, ESQ. PC

EIN

26-1219474

Address

2815 WATERBURY AVENUE · BRONX, NY · 10461

Phone

(718) 823-3122

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-01

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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