Newstat, Pllc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Newstat, Pllc (EIN 81-4704105) is a plan sponsor located in Knoxville, TN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-4704105
Location
Knoxville, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$69,605,281
Total reported net assets (EOY)
$69,605,281

Contributions & income

Employer contributions
$2,463,146
Participant contributions
$1,683,213
Total income / additions
$14,796,652

Expenses & distributions

Benefits paid / distributions
$4,573,955
Total expenses
$4,675,710
Net increase / (decrease)
$10,120,942

Coverage

Total reported participants
388
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Newstat, Pllc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Statcare 401(K) & Profit Sharing Plan001209$69,605,2812023
Newstat, LLC Welfare Benefit Plan501179not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Newstat, Pllc
YearPlanParticipantsSchedulesFiling
2023Newstat, LLC Welfare Benefit Plan17920240709140851NAL0015569777001
2023Statcare 401(K) & Profit Sharing Plan209H, C20241015105840NAL0029328833005

Related Form 5500 pages