How big is The Jay Newlin Trust's plan?

The Jay Newlin Trust's plan reported $2.9M in assets and 3 participants for 2025.

Original filing (PDF)20260521111424NAL0003153872001

The Jay Newlin Trust

Name: The Jay Newlin Trust — Garry M. Cox, P.L.C. 401(k), Form 5500 (2025)
Creator: The Jay Newlin Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Garry M. Cox, P.L.C. 401(k) Plan

401(k) retirement plan · The Jay Newlin Trust's Garry M. Cox, P.L.C. 401(k) Plan held $2.9M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Stephanie Shreeves signed The Jay Newlin Trust's 2025 Form 5500 as plan administrator.

Stephanie Shreeves — 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

The Jay Newlin Trust's EIN is 42-6267990.

EIN 42-6267990

Plan number 002

Plan year 2025

ACK ID 20260521111424NAL0003153872001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Jay Newlin Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Jay Newlin Trust's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE JAY NEWLIN TRUST.

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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