How big is James Paul Newberry's plan?

James Paul Newberry's plan reported $346K in assets and 8 participants for 2025.

Original filing (PDF)20260423220334NAL0005230945068

James Paul Newberry

Name: James Paul Newberry — James Paul Newberry 401(k), Form 5500 (2025)
Creator: James Paul Newberry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Paul Newberry 401(k) Plan

401(k) retirement plan · James Paul Newberry's James Paul Newberry 401(k) Plan held $346K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

People on this filing

Elantha Barry signed James Paul Newberry's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

James Paul Newberry's EIN is 36-3769382.

EIN 36-3769382

Plan number 001

Plan year 2025

ACK ID 20260423220334NAL0005230945068

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James Paul Newberry from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James Paul Newberry's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES PAUL NEWBERRY.

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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