Civic Intelligence

Newstone Capital Partners LLC

Plan context: Newstone Capital Partners LLC 401K Plan

EIN 20-3586368 • Dallas, TX • 18 filings • 2 plans

3963 Maple AvenueSuite 100Dallas, TX 75219
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$6,544,967

2024 Contributions

$421,939

Historical Graphs

Total Assets Over Time

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

$6,544,967$3,272,484$0200720162024YearValue
$6,544,967Latest year 2024

Participants Over Time

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

26130200720162024YearValue
24Latest 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
2024124$6,544,967$421,939$17,581iApproximate average salary by contribution assumption: employee only about $439,520 at 4% or $293,013 at 6%; with 50% employer match about $293,013 at 4% or $195,342 at 6%; with 100% employer match about $219,760 at 4% or $146,507 at 6%.
Newstone Capital Partners LLC 401K Plan-24$6,544,967$421,939$17,581iApproximate average salary by contribution assumption: employee only about $439,520 at 4% or $293,013 at 6%; with 50% employer match about $293,013 at 4% or $195,342 at 6%; with 100% employer match about $219,760 at 4% or $146,507 at 6%.
2023126$6,187,170$441,036$16,963iApproximate average salary by contribution assumption: employee only about $424,073 at 4% or $282,715 at 6%; with 50% employer match about $282,715 at 4% or $188,477 at 6%; with 100% employer match about $212,037 at 4% or $141,358 at 6%.
Newstone Capital Partners LLC 401K Plan-26$6,187,170$441,036$16,963iApproximate average salary by contribution assumption: employee only about $424,073 at 4% or $282,715 at 6%; with 50% employer match about $282,715 at 4% or $188,477 at 6%; with 100% employer match about $212,037 at 4% or $141,358 at 6%.
2022126$5,165,007$407,137$15,659iApproximate average salary by contribution assumption: employee only about $391,478 at 4% or $260,985 at 6%; with 50% employer match about $260,985 at 4% or $173,990 at 6%; with 100% employer match about $195,739 at 4% or $130,493 at 6%.
Newstone Capital Partners LLC 401K Plan-26$5,165,007$407,137$15,659iApproximate average salary by contribution assumption: employee only about $391,478 at 4% or $260,985 at 6%; with 50% employer match about $260,985 at 4% or $173,990 at 6%; with 100% employer match about $195,739 at 4% or $130,493 at 6%.
2021125$6,094,680$321,949$12,878iApproximate average salary by contribution assumption: employee only about $321,949 at 4% or $214,633 at 6%; with 50% employer match about $214,633 at 4% or $143,088 at 6%; with 100% employer match about $160,975 at 4% or $107,316 at 6%.
Newstone Capital Partners LLC 401K Plan-25$6,094,680$321,949$12,878iApproximate average salary by contribution assumption: employee only about $321,949 at 4% or $214,633 at 6%; with 50% employer match about $214,633 at 4% or $143,088 at 6%; with 100% employer match about $160,975 at 4% or $107,316 at 6%.
2020124$5,061,236$326,169$13,590iApproximate average salary by contribution assumption: employee only about $339,759 at 4% or $226,506 at 6%; with 50% employer match about $226,506 at 4% or $151,004 at 6%; with 100% employer match about $169,880 at 4% or $113,253 at 6%.
Newstone Capital Partners LLC 401K Plan-24$5,061,236$326,169$13,590iApproximate average salary by contribution assumption: employee only about $339,759 at 4% or $226,506 at 6%; with 50% employer match about $226,506 at 4% or $151,004 at 6%; with 100% employer match about $169,880 at 4% or $113,253 at 6%.
2019125$4,257,759$315,940$12,638iApproximate average salary by contribution assumption: employee only about $315,940 at 4% or $210,627 at 6%; with 50% employer match about $210,627 at 4% or $140,418 at 6%; with 100% employer match about $157,970 at 4% or $105,313 at 6%.
Newstone Capital Partners LLC 401K Plan-25$4,257,759$315,940$12,638iApproximate average salary by contribution assumption: employee only about $315,940 at 4% or $210,627 at 6%; with 50% employer match about $210,627 at 4% or $140,418 at 6%; with 100% employer match about $157,970 at 4% or $105,313 at 6%.
2018124$3,214,034$309,175$12,882iApproximate average salary by contribution assumption: employee only about $322,057 at 4% or $214,705 at 6%; with 50% employer match about $214,705 at 4% or $143,137 at 6%; with 100% employer match about $161,029 at 4% or $107,352 at 6%.
Newstone Capital Partners LLC 401K Plan-24$3,214,034$309,175$12,882iApproximate average salary by contribution assumption: employee only about $322,057 at 4% or $214,705 at 6%; with 50% employer match about $214,705 at 4% or $143,137 at 6%; with 100% employer match about $161,029 at 4% or $107,352 at 6%.
2017124$3,553,478$331,798$13,825iApproximate average salary by contribution assumption: employee only about $345,623 at 4% or $230,415 at 6%; with 50% employer match about $230,415 at 4% or $153,610 at 6%; with 100% employer match about $172,811 at 4% or $115,208 at 6%.
Newstone Capital Partners LLC 401K Plan-24$3,553,478$331,798$13,825iApproximate average salary by contribution assumption: employee only about $345,623 at 4% or $230,415 at 6%; with 50% employer match about $230,415 at 4% or $153,610 at 6%; with 100% employer match about $172,811 at 4% or $115,208 at 6%.
2016123$2,769,307$279,162$12,137iApproximate average salary by contribution assumption: employee only about $303,437 at 4% or $202,291 at 6%; with 50% employer match about $202,291 at 4% or $134,861 at 6%; with 100% employer match about $151,718 at 4% or $101,146 at 6%.
Newstone Capital Partners LLC 401K Plan-23$2,769,307$279,162$12,137iApproximate average salary by contribution assumption: employee only about $303,437 at 4% or $202,291 at 6%; with 50% employer match about $202,291 at 4% or $134,861 at 6%; with 100% employer match about $151,718 at 4% or $101,146 at 6%.
2015121$2,682,529$260,157$12,388iApproximate average salary by contribution assumption: employee only about $309,711 at 4% or $206,474 at 6%; with 50% employer match about $206,474 at 4% or $137,649 at 6%; with 100% employer match about $154,855 at 4% or $103,237 at 6%.
Newstone Capital Partners LLC 401K Plan-21$2,682,529$260,157$12,388iApproximate average salary by contribution assumption: employee only about $309,711 at 4% or $206,474 at 6%; with 50% employer match about $206,474 at 4% or $137,649 at 6%; with 100% employer match about $154,855 at 4% or $103,237 at 6%.
2014119$2,405,784$266,346$14,018iApproximate average salary by contribution assumption: employee only about $350,455 at 4% or $233,637 at 6%; with 50% employer match about $233,637 at 4% or $155,758 at 6%; with 100% employer match about $175,228 at 4% or $116,818 at 6%.
Newstone Capital Partners LLC 401K Plan-19$2,405,784$266,346$14,018iApproximate average salary by contribution assumption: employee only about $350,455 at 4% or $233,637 at 6%; with 50% employer match about $233,637 at 4% or $155,758 at 6%; with 100% employer match about $175,228 at 4% or $116,818 at 6%.
2013121$2,362,759$320,340$15,254iApproximate average salary by contribution assumption: employee only about $381,357 at 4% or $254,238 at 6%; with 50% employer match about $254,238 at 4% or $169,492 at 6%; with 100% employer match about $190,679 at 4% or $127,119 at 6%.
Newstone Capital Partners LLC 401K Plan-21$2,362,759$320,340$15,254iApproximate average salary by contribution assumption: employee only about $381,357 at 4% or $254,238 at 6%; with 50% employer match about $254,238 at 4% or $169,492 at 6%; with 100% employer match about $190,679 at 4% or $127,119 at 6%.
2012116$1,660,991$322,934$20,183iApproximate average salary by contribution assumption: employee only about $504,584 at 4% or $336,390 at 6%; with 50% employer match about $336,390 at 4% or $224,260 at 6%; with 100% employer match about $252,292 at 4% or $168,195 at 6%.
Newstone Capital Partners LLC 401K Plan-16$1,660,991$322,934$20,183iApproximate average salary by contribution assumption: employee only about $504,584 at 4% or $336,390 at 6%; with 50% employer match about $336,390 at 4% or $224,260 at 6%; with 100% employer match about $252,292 at 4% or $168,195 at 6%.
2011117$1,296,358$318,446$18,732iApproximate average salary by contribution assumption: employee only about $468,303 at 4% or $312,202 at 6%; with 50% employer match about $312,202 at 4% or $208,135 at 6%; with 100% employer match about $234,151 at 4% or $156,101 at 6%.
Newstone Capital Partners LLC 401K Plan-17$1,296,358$318,446$18,732iApproximate average salary by contribution assumption: employee only about $468,303 at 4% or $312,202 at 6%; with 50% employer match about $312,202 at 4% or $208,135 at 6%; with 100% employer match about $234,151 at 4% or $156,101 at 6%.
2010118$1,077,352$294,087$16,338iApproximate average salary by contribution assumption: employee only about $408,454 at 4% or $272,303 at 6%; with 50% employer match about $272,303 at 4% or $181,535 at 6%; with 100% employer match about $204,227 at 4% or $136,151 at 6%.
Newstone Capital Partners LLC 401K Plan-18$1,077,352$294,087$16,338iApproximate average salary by contribution assumption: employee only about $408,454 at 4% or $272,303 at 6%; with 50% employer match about $272,303 at 4% or $181,535 at 6%; with 100% employer match about $204,227 at 4% or $136,151 at 6%.
2009115$705,646$309,270$20,618iApproximate average salary by contribution assumption: employee only about $515,450 at 4% or $343,633 at 6%; with 50% employer match about $343,633 at 4% or $229,089 at 6%; with 100% employer match about $257,725 at 4% or $171,817 at 6%.
Newstone Capital Partners LLC 401K Plan-15$705,646$309,270$20,618iApproximate average salary by contribution assumption: employee only about $515,450 at 4% or $343,633 at 6%; with 50% employer match about $343,633 at 4% or $229,089 at 6%; with 100% employer match about $257,725 at 4% or $171,817 at 6%.
2008114$317,647$241,850$17,275iApproximate average salary by contribution assumption: employee only about $431,875 at 4% or $287,917 at 6%; with 50% employer match about $287,917 at 4% or $191,944 at 6%; with 100% employer match about $215,938 at 4% or $143,958 at 6%.
Newstone Capital Partners LLC 401K Plan-14$317,647$241,850$17,275iApproximate average salary by contribution assumption: employee only about $431,875 at 4% or $287,917 at 6%; with 50% employer match about $287,917 at 4% or $191,944 at 6%; with 100% employer match about $215,938 at 4% or $143,958 at 6%.
2007113$162,971$163,917$12,609iApproximate average salary by contribution assumption: employee only about $315,225 at 4% or $210,150 at 6%; with 50% employer match about $210,150 at 4% or $140,100 at 6%; with 100% employer match about $157,613 at 4% or $105,075 at 6%.
Newstone Capital Partners LLC 401K Plan-13$162,971$163,917$12,609iApproximate average salary by contribution assumption: employee only about $315,225 at 4% or $210,150 at 6%; with 50% employer match about $210,150 at 4% or $140,100 at 6%; with 100% employer match about $157,613 at 4% or $105,075 at 6%.