· 2022–2024 · DOL EFAST2

BEN NEWTON & ASSOCIATES LLC — BEN NEWTON & ASSOCIATES LLC 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20230504130413NAL0021306753001

BEN NEWTON & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

BEN NEWTON & ASSOCIATES LLC 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

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

72

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEN NEWTON & ASSOCIATES LLC.

Plan sponsor

Name

BEN NEWTON & ASSOCIATES LLC

EIN

81-1043273

Address

503 STERLING AVENUE · LINWOOD, NJ · 08221

Phone

(609) 513-4327

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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