Civic Intelligence

Jeffrey a. Newman PC.

Plan context: JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN

EIN 04-3304872 • Marblehead, MA • 30 filings • 2 plans

One Story TerraceMarblehead, MA 01945
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,003,116

2024 Contributions

$30,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,823,422$2,411,711$0199920112024YearValue
$3,003,116Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530199920102024YearValue
3Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$3,003,116$0-
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-3$3,003,116$0-
202313$3,196,274$0-
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-3$3,196,274$0-
202213$3,305,598$0-
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-3$3,305,598--
202123$3,508,752$0-
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-3$3,508,752--
Jeffrey a. Newman PC. Profit Sharing Plan-0$0--
202023$3,936,754$0-
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-3$3,748,401--
Jeffrey a. Newman PC. Profit Sharing Plan-1$188,353--
201923$4,158,449$0-
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-3$3,950,090--
Jeffrey a. Newman PC. Profit Sharing Plan-1$208,359--
201823$4,267,790$0-
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-3$4,084,802--
Jeffrey a. Newman PC. Profit Sharing Plan-1$182,988--
201723$4,823,422$0-
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-3$4,627,098--
Jeffrey a. Newman PC. Profit Sharing Plan-1$196,324--
201121$1,276,701$0-
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-1$1,159,208$0-
Jeffrey a. Newman PC. Profit Sharing Plan-1$117,493$0-
201022$1,133,998$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-1$958,634$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Jeffrey a. Newman PC. Profit Sharing Plan-2$175,364$0-
200921$1,101,726$170,000$170,000iApproximate average salary by contribution assumption: employee only about $4,250,000 at 4% or $2,833,333 at 6%; with 50% employer match about $2,833,333 at 4% or $1,888,889 at 6%; with 100% employer match about $2,125,000 at 4% or $1,416,667 at 6%.
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-1$926,358$170,000$170,000iApproximate average salary by contribution assumption: employee only about $4,250,000 at 4% or $2,833,333 at 6%; with 50% employer match about $2,833,333 at 4% or $1,888,889 at 6%; with 100% employer match about $2,125,000 at 4% or $1,416,667 at 6%.
Jeffrey a. Newman PC. Profit Sharing Plan-1$175,368$0-
200821$938,821$230,000$230,000iApproximate average salary by contribution assumption: employee only about $5,750,000 at 4% or $3,833,333 at 6%; with 50% employer match about $3,833,333 at 4% or $2,555,556 at 6%; with 100% employer match about $2,875,000 at 4% or $1,916,667 at 6%.
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-1$752,040$230,000$230,000iApproximate average salary by contribution assumption: employee only about $5,750,000 at 4% or $3,833,333 at 6%; with 50% employer match about $3,833,333 at 4% or $2,555,556 at 6%; with 100% employer match about $2,875,000 at 4% or $1,916,667 at 6%.
Jeffrey a. Newman PC. Profit Sharing Plan-1$186,781--
200722$0$0-
JEFFREY A. NEWMAN, P.C. DEFINED BENEFIT PLAN-1---
Jeffrey a. Newman PC. Profit Sharing Plan-2---
200612$138,627$77,577$38,789iApproximate average salary by contribution assumption: employee only about $969,713 at 4% or $646,475 at 6%; with 50% employer match about $646,475 at 4% or $430,983 at 6%; with 100% employer match about $484,856 at 4% or $323,238 at 6%.
Jeffrey a. Newman PC. Profit Sharing Plan-2$138,627$77,577$38,789iApproximate average salary by contribution assumption: employee only about $969,713 at 4% or $646,475 at 6%; with 50% employer match about $646,475 at 4% or $430,983 at 6%; with 100% employer match about $484,856 at 4% or $323,238 at 6%.
200411$91,479$0-
Jeffrey a. Newman PC. Profit Sharing Plan-1$91,479--
200312$144,170$0-
Jeffrey a. Newman PC. Profit Sharing Plan-2$144,170--
200212$0$0-
Jeffrey a. Newman PC. Profit Sharing Plan-2---
200115$159,052$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Jeffrey a. Newman PC. Profit Sharing Plan-5$159,052$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200015$173,068$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Jeffrey a. Newman PC. Profit Sharing Plan-5$173,068$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
199914$141,201$41,449$10,362iApproximate average salary by contribution assumption: employee only about $259,056 at 4% or $172,704 at 6%; with 50% employer match about $172,704 at 4% or $115,136 at 6%; with 100% employer match about $129,528 at 4% or $86,352 at 6%.
Jeffrey a. Newman PC. Profit Sharing Plan-4$141,201$41,449$10,362iApproximate average salary by contribution assumption: employee only about $259,056 at 4% or $172,704 at 6%; with 50% employer match about $172,704 at 4% or $115,136 at 6%; with 100% employer match about $129,528 at 4% or $86,352 at 6%.