2023 Form 5500 filing — Newtekone, Inc. 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015133549NAL0014732403001) for Newtekone, Inc. 401k Plan, reported by Newtekone, Inc. under EIN 46-3755188 and plan number 001. It reports 665 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133549NAL0014732403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newtekone, Inc.
- EIN
- 46-3755188
- Plan number
- 001
- Location
- Lake Success, NY
- Participants
- 665
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,450,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,450,083
- Employer contributions
- $379,759
- Participant contributions
- $3,644,792
- Total income / additions
- $9,942,186
- Benefits paid
- $5,165,575
- Administrative expenses
- $115,317
- Total expenses
- $5,280,892
- Net increase / (decrease)
- $4,661,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | ADVISOR | $58,751 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $56,566 | $0 |