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JEFFREY L . NEWMAN — JEFFREY L . NEWMAN RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250910195814NAL0035470944001
JEFFREY L . NEWMAN
Form 5500-SF
FILING_RECEIVED
JEFFREY L . NEWMAN RETIREMENT PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$771K
Net assets (EOY)
$771K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEFFREY L . NEWMAN
.
Find decision makers
Plan sponsor
Name
JEFFREY L . NEWMAN
EIN
81-2407140
Address
386 SAUSALITO AVE · WEST HILLS, CA · 91304
Phone
(818) 512-8672
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
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SUNCOAST RESEARCH LABS, INC.
SUNCOAST RESEARCH LABS, INC. 401(K) PROFIT SHARING PLAN
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MULTICOMPUTOS DE PUERTO RICO
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$771K · 7 participants
HYDROGEN GROUP LLC
THE HYDROGEN GROUP LLC 401K PLAN
$771K · 244 participants
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