Newmark Homes 401(K) Plan — Form 5500 plan (Newmark Homes Houston, LLC)

Plain-English plan 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, Newmark Homes 401(K) Plan is a benefit plan reported by Newmark Homes Houston, LLC under EIN 26-4749016 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $19,050,230 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newmark Homes Houston, LLC
EIN
26-4749016
Plan number
001
Plan type
2
Location
Katy, TX
Latest filing year
2023
Participants
134
End-of-year plan assets
$19,050,230

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20240912123004NAL0017114610001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,050,230
Total liabilities (EOY)
$0
Net assets (EOY)
$19,050,230
Net assets (BOY)
$15,153,674

Income & contributions

Employer contributions
$498,374
Participant contributions
$1,325,702
Total contributions
$1,852,401
Total income / additions
$4,668,298

Expenses & distributions

Benefits paid
$769,076
Administrative expenses
$1,134
Total expenses
$771,742
Net increase / (decrease)
$3,896,556

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$938$02023

Related Form 5500 pages