How big is Dr Jay Newman PA's plan?

Dr Jay Newman PA's plan reported $138K in assets and 7 participants for 2024.

Original filing (PDF)20250720190437NAL0000304531001

Dr Jay Newman PA

Name: Dr Jay Newman PA — Dr Jay Newman PA 401(k) Plan, Form 5500 (2024)
Creator: Dr Jay Newman PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr Jay Newman PA 401(k) Plan

401(k) retirement plan · Dr Jay Newman PA's Dr Jay Newman PA 401(k) Plan held $138K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

People on this filing

Shirley Horner signed Dr Jay Newman PA's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Dr Jay Newman PA's EIN is 65-0877912.

EIN 65-0877912

Plan number 001

Plan year 2024

ACK ID 20250720190437NAL0000304531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr Jay Newman PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr Jay Newman PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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