Plan5500

Newton Centre, MA 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, Newton Centre, MA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,738,811 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Newton Centre

  • 1 loaded plans hold $5.7M in reported assets across 1 sponsors.
  • The largest, Benjamin And Spingarn LLC 401(K) Plan, holds 100% of reported Newton Centre plan assets.
  • Plans cover 17 participants — about 17 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.7MSummed across loaded plans$5,738,811
Total reported assets$5.7M$5,738,811
Total reported participants17
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.7M total assets
Net assets$5.7MLiabilities$0
Contributions & income
Employer contributions$43.1K
Participant contributions$171.5K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$25K
Total expenses$25.1K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newton Centre, MA 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.

Computed from loaded plans

Newton Centre market comparison

Largest plan share of assets100%Benjamin And Spingarn LLC 401(K) Plan
Participants per plan17Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Newton Centre

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Benjamin And Spingarn LLC 401(K) Plan$5.7M
    Jonathan A. Benjamin, Md And Roger W. Spingarn, Md · 2023

Largest plans in Newton Centre → · Newton Centre plans by participants → · Newton Centre plans with financial data → · Newton Centre plans with provider compensation → · $1B+ plans in Newton Centre →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Newton Centre, MA?
1 plan(s) reported by 1 sponsor(s) are loaded for Newton Centre, MA.

Related Form 5500 pages