How big is Newtek Data Systems Inc.'s plan?

Newtek Data Systems Inc.'s plan reported $673K in assets and 3 participants for 2024.

Original filing (PDF)20250626100629NAL0012660352001

Newtek Data Systems Inc.

Name: Newtek Data Systems Inc. — Newtek Data Systems, Inc., Form 5500 (2024)
Creator: Newtek Data Systems Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newtek Data Systems, Inc. 401(k) Plan

401(k) retirement plan · Newtek Data Systems Inc.'s Newtek Data Systems, Inc. 401(k) Plan held $673K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$673K

Net assets (EOY)

$673K

People on this filing

Claudia Craig signed Newtek Data Systems Inc.'s 2024 Form 5500 as plan administrator.

Claudia Craig — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Newtek Data Systems Inc.'s EIN is 36-3620672.

EIN 36-3620672

Plan number 001

Plan year 2024

ACK ID 20250626100629NAL0012660352001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newtek Data Systems Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newtek Data Systems Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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

100

Helping the score