How big is Beverly Newcomb's plan?

Beverly Newcomb's plan reported $197K in assets and 14 participants for 2023.

Original filing (PDF)20240509091359NAL0049967186001

Beverly Newcomb

Name: Beverly Newcomb — Beverly Newcomb 401(k) Profit, Form 5500 (2023)
Creator: Beverly Newcomb
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beverly Newcomb 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Beverly Newcomb's Beverly Newcomb 401(k) Profit Sharing Plan & Trust held $197K in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

People on this filing

Edward Rojas signed Beverly Newcomb's 2023 Form 5500 as plan administrator.

Edward Rojas — 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

Beverly Newcomb's EIN is 82-3588113.

EIN 82-3588113

Plan number 001

Plan year 2023

ACK ID 20240509091359NAL0049967186001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Beverly Newcomb from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Beverly Newcomb's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEVERLY NEWCOMB.

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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