Newmeyer & Dillion Employee 401(K) Savings Plan — Form 5500 plan (Newmeyer & Dillion, Llp)
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, Newmeyer & Dillion Employee 401(K) Savings Plan is a benefit plan reported by Newmeyer & Dillion, Llp under EIN 33-0051418 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $40,139,188 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newmeyer & Dillion, Llp
- EIN
- 33-0051418
- Plan number
- 002
- Plan type
- 2
- Location
- Newport Beach, CA
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $40,139,188
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241011082611NAL0010730067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,139,188
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,139,188
- Net assets (BOY)
- $34,503,232
Income & contributions
- Employer contributions
- $1,181,633
- Participant contributions
- $744,019
- Total contributions
- $1,977,490
- Total income / additions
- $6,511,653
Expenses & distributions
- Benefits paid
- $706,057
- Administrative expenses
- $169,640
- Total expenses
- $875,697
- Net increase / (decrease)
- $5,635,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Plan Consultants, LLC | RECORDKEEPER TPA | $42,300 | not reported in the loaded dataset | 2023 |
| Mcmill Wealth Management, LLC | FINANCIAL ADVISOR | $36,907 | not reported in the loaded dataset | 2023 |
| Saratoga Research & Investment | FINANCIAL ADVISOR | $35,029 | not reported in the loaded dataset | 2023 |
| Abbate, June & Associates | FINANCIAL ADVISOR | $15,125 | not reported in the loaded dataset | 2023 |
| Maryland Capital Advisors | FINANCIAL ADVISOR | $14,136 | not reported in the loaded dataset | 2023 |
| The Shadden Group | FINANCIAL ADVISOR | $13,761 | not reported in the loaded dataset | 2023 |
| The Bahnsen Group | FINANCIAL ADVISOR | $6,798 | not reported in the loaded dataset | 2023 |
| Blue Kayak Partners LLC | MANAGEMENT FEE | $5,368 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newmeyer & Dillion, Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Newport Beach, CA
- Retirement Plan Consultants, LLC — Schedule C compensation
- Mcmill Wealth Management, LLC — Schedule C compensation
- Saratoga Research & Investment — Schedule C compensation
- Abbate, June & Associates — Schedule C compensation
- Maryland Capital Advisors — Schedule C compensation
- The Shadden Group — Schedule C compensation
- The Bahnsen Group — Schedule C compensation
- Blue Kayak Partners LLC — Schedule C compensation