Newtown, CT Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Newtown, CT has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $49,079,519 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $49,079,519
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $49,079,519
Contributions & income
- Employer contributions
- $843,585
- Participant contributions
- $1,258,997
- Total income / additions
- $12,473,517
Expenses & distributions
- Benefits paid / distributions
- $6,234,864
- Total expenses
- $6,421,187
- Net increase / (decrease)
- $6,052,330
Coverage
- Total reported participants
- 874
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newtown, CT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Newtown Savings Bank Employees' 401(K) Savings Plan | Newtown Savings Bank | $37,501,480 | 2023 |
| Newtown Savings Bank Defined Benefit Pension Plan | Newtown Savings Bank | $11,551,318 | 2023 |
| Jm Fit For Life, Inc. Retirement Plan | Jm Fit For Life, Inc. | $24,601 | 2023 |
| Jack Huray Cpa P C 401(K) Profit Sharing Plan & Trust | Jack Huray Cpa P C | $2,120 | 2023 |
| Ferris Camden Professionals, Inc. 401k Profit Sharing Plan | Ferris Camden Professionals, Inc. | $0 | 2023 |
| Sandy Hook Promise Foundation Welfare Benefit Plan | Sandy Hook Promise Foundation | not reported in the loaded dataset | 2023 |
| Newtown Savings Bank Medical Plan | Newtown Savings Bank | not reported in the loaded dataset | 2023 |
Largest plans in Newtown → · Newtown plans by participants → · Newtown plans with financial data → · Newtown plans with provider compensation → · $1B+ plans in Newtown →
Related Form 5500 pages
- All CT Form 5500 filings
- Newtown Savings Bank Employees' 401(K) Savings Plan (plan 002)
- Newtown Savings Bank — all reported plans
- Newtown Savings Bank Defined Benefit Pension Plan (plan 001)
- Jm Fit For Life, Inc. Retirement Plan (plan 001)
- Jm Fit For Life, Inc. — all reported plans
- Jack Huray Cpa P C 401(K) Profit Sharing Plan & Trust (plan 001)
- Jack Huray Cpa P C — all reported plans
- Ferris Camden Professionals, Inc. 401k Profit Sharing Plan (plan 001)
- Ferris Camden Professionals, Inc. — all reported plans
- Sandy Hook Promise Foundation Welfare Benefit Plan (plan 501)
- Sandy Hook Promise Foundation — all reported plans
- Newtown Savings Bank Medical Plan (plan 504)
- Methodology
- Data sources