David a Newton
Plan context: David a Newton Self Employed Retirement Plan
EIN 04-2669073 • Weston, MA • 10 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
1
2017 Assets
$1,340,393
2017 Contributions
$30,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 1 | $1,340,393 | $0 | - |
| David a Newton Self Employed Retirement Plan | - | 1 | $1,340,393 | - | - |
| 2016 | 1 | 2 | $1,223,171 | $0 | - |
| David a Newton Self Employed Retirement Plan | - | 2 | $1,223,171 | $0 | - |
| 2015 | 1 | 3 | $1,227,701 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| David a Newton Self Employed Retirement Plan | - | 3 | $1,227,701 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2014 | 1 | 3 | $1,226,208 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| David a Newton Self Employed Retirement Plan | - | 3 | $1,226,208 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2013 | 1 | 3 | $1,140,796 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| David a Newton Self Employed Retirement Plan | - | 3 | $1,140,796 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2012 | 1 | 2 | $1,022,952 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| David a Newton Self Employed Retirement Plan | - | 2 | $1,022,952 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2011 | 1 | 2 | $904,821 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| David a Newton Self Employed Retirement Plan | - | 2 | $904,821 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2010 | 1 | 2 | $868,879 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| David a Newton Self Employed Retirement Plan | - | 2 | $868,879 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2009 | 1 | 2 | $754,199 | $49,786 | $24,893iApproximate average salary by contribution assumption: employee only about $622,325 at 4% or $414,883 at 6%; with 50% employer match about $414,883 at 4% or $276,589 at 6%; with 100% employer match about $311,163 at 4% or $207,442 at 6%. |
| David a Newton Self Employed Retirement Plan | - | 2 | $754,199 | $49,786 | $24,893iApproximate average salary by contribution assumption: employee only about $622,325 at 4% or $414,883 at 6%; with 50% employer match about $414,883 at 4% or $276,589 at 6%; with 100% employer match about $311,163 at 4% or $207,442 at 6%. |
| 2008 | 1 | 0 | $576,406 | $40,000 | - |
| David a Newton Self Employed Retirement Plan | - | 0 | $576,406 | $40,000 | - |