Original filing (PDF)20250422082449NAL0009341938001

NEWBERN AND NEWBERN, L.L.P.

Name: NEWBERN AND NEWBERN, L.L.P. — NEWBERN AND NEWBERN, L.L.P. RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: NEWBERN AND NEWBERN, L.L.P.

Form 5500-SF

FILING_RECEIVED

NEWBERN AND NEWBERN, L.L.P. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late filing · 5.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWBERN AND NEWBERN, L.L.P..

Plan sponsor

Name

NEWBERN AND NEWBERN, L.L.P.

EIN

58-2380078

Address

800 NORTHWOOD PARK DR · VALDOSTA, GA · 316021392

Phone

(229) 242-6204

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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JOSEPH H. SEIPP, III, D.D.S.