Civic Intelligence

Newton Financial Solutions, LLC

Plan context: Newton Financial Solutions LLC 401(K) Plan

EIN 26-0766314 • Cambridge, MN • 18 filings • 2 plans

600 South Main StreetSuite 110Cambridge, MN 55008
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$796,290

2024 Contributions

$135,084

Historical Graphs

Total Assets Over Time

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

$796,290$398,145$0200720162024YearValue
$796,290Latest year 2024

Participants Over Time

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

1680200720162024YearValue
16Latest 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
2024116$796,290$135,084$8,443iApproximate average salary by contribution assumption: employee only about $211,069 at 4% or $140,713 at 6%; with 50% employer match about $140,713 at 4% or $93,808 at 6%; with 100% employer match about $105,534 at 4% or $70,356 at 6%.
Newton Financial Solutions LLC 401(K) Plan-16$796,290$135,084$8,443iApproximate average salary by contribution assumption: employee only about $211,069 at 4% or $140,713 at 6%; with 50% employer match about $140,713 at 4% or $93,808 at 6%; with 100% employer match about $105,534 at 4% or $70,356 at 6%.
2023113$757,526$75,007$5,770iApproximate average salary by contribution assumption: employee only about $144,244 at 4% or $96,163 at 6%; with 50% employer match about $96,163 at 4% or $64,109 at 6%; with 100% employer match about $72,122 at 4% or $48,081 at 6%.
Newton Financial Solutions LLC 401(K) Plan-13$757,526$75,007$5,770iApproximate average salary by contribution assumption: employee only about $144,244 at 4% or $96,163 at 6%; with 50% employer match about $96,163 at 4% or $64,109 at 6%; with 100% employer match about $72,122 at 4% or $48,081 at 6%.
2022111$604,257$66,868$6,079iApproximate average salary by contribution assumption: employee only about $151,973 at 4% or $101,315 at 6%; with 50% employer match about $101,315 at 4% or $67,543 at 6%; with 100% employer match about $75,986 at 4% or $50,658 at 6%.
Newton Financial Solutions LLC 401(K) Plan-11$604,257$66,868$6,079iApproximate average salary by contribution assumption: employee only about $151,973 at 4% or $101,315 at 6%; with 50% employer match about $101,315 at 4% or $67,543 at 6%; with 100% employer match about $75,986 at 4% or $50,658 at 6%.
2021110$629,663$60,156$6,016iApproximate average salary by contribution assumption: employee only about $150,390 at 4% or $100,260 at 6%; with 50% employer match about $100,260 at 4% or $66,840 at 6%; with 100% employer match about $75,195 at 4% or $50,130 at 6%.
Newton Financial Solutions LLC 401(K) Plan-10$629,663$60,156$6,016iApproximate average salary by contribution assumption: employee only about $150,390 at 4% or $100,260 at 6%; with 50% employer match about $100,260 at 4% or $66,840 at 6%; with 100% employer match about $75,195 at 4% or $50,130 at 6%.
2020111$560,890$60,966$5,542iApproximate average salary by contribution assumption: employee only about $138,559 at 4% or $92,373 at 6%; with 50% employer match about $92,373 at 4% or $61,582 at 6%; with 100% employer match about $69,280 at 4% or $46,186 at 6%.
Newton Financial Solutions LLC 401(K) Plan-11$560,890$60,966$5,542iApproximate average salary by contribution assumption: employee only about $138,559 at 4% or $92,373 at 6%; with 50% employer match about $92,373 at 4% or $61,582 at 6%; with 100% employer match about $69,280 at 4% or $46,186 at 6%.
2019110$418,808$46,770$4,677iApproximate average salary by contribution assumption: employee only about $116,925 at 4% or $77,950 at 6%; with 50% employer match about $77,950 at 4% or $51,967 at 6%; with 100% employer match about $58,463 at 4% or $38,975 at 6%.
Newton Financial Solutions LLC 401(K) Plan-10$418,808$46,770$4,677iApproximate average salary by contribution assumption: employee only about $116,925 at 4% or $77,950 at 6%; with 50% employer match about $77,950 at 4% or $51,967 at 6%; with 100% employer match about $58,463 at 4% or $38,975 at 6%.
2018110$312,331$64,576$6,458iApproximate average salary by contribution assumption: employee only about $161,440 at 4% or $107,627 at 6%; with 50% employer match about $107,627 at 4% or $71,751 at 6%; with 100% employer match about $80,720 at 4% or $53,813 at 6%.
Newton Financial Solutions LLC 401(K) Plan-10$312,331$64,576$6,458iApproximate average salary by contribution assumption: employee only about $161,440 at 4% or $107,627 at 6%; with 50% employer match about $107,627 at 4% or $71,751 at 6%; with 100% employer match about $80,720 at 4% or $53,813 at 6%.
201719$268,713$38,713$4,301iApproximate average salary by contribution assumption: employee only about $107,536 at 4% or $71,691 at 6%; with 50% employer match about $71,691 at 4% or $47,794 at 6%; with 100% employer match about $53,768 at 4% or $35,845 at 6%.
Newton Financial Solutions LLC 401(K) Plan-9$268,713$38,713$4,301iApproximate average salary by contribution assumption: employee only about $107,536 at 4% or $71,691 at 6%; with 50% employer match about $71,691 at 4% or $47,794 at 6%; with 100% employer match about $53,768 at 4% or $35,845 at 6%.
201618$194,762$35,265$4,408iApproximate average salary by contribution assumption: employee only about $110,203 at 4% or $73,469 at 6%; with 50% employer match about $73,469 at 4% or $48,979 at 6%; with 100% employer match about $55,102 at 4% or $36,734 at 6%.
Newton Financial Solutions LLC 401(K) Plan-8$194,762$35,265$4,408iApproximate average salary by contribution assumption: employee only about $110,203 at 4% or $73,469 at 6%; with 50% employer match about $73,469 at 4% or $48,979 at 6%; with 100% employer match about $55,102 at 4% or $36,734 at 6%.
201518$166,469$29,578$3,697iApproximate average salary by contribution assumption: employee only about $92,431 at 4% or $61,621 at 6%; with 50% employer match about $61,621 at 4% or $41,081 at 6%; with 100% employer match about $46,216 at 4% or $30,810 at 6%.
Newton Financial Solutions LLC 401(K) Plan-8$166,469$29,578$3,697iApproximate average salary by contribution assumption: employee only about $92,431 at 4% or $61,621 at 6%; with 50% employer match about $61,621 at 4% or $41,081 at 6%; with 100% employer match about $46,216 at 4% or $30,810 at 6%.
201419$208,427$36,522$4,058iApproximate average salary by contribution assumption: employee only about $101,450 at 4% or $67,633 at 6%; with 50% employer match about $67,633 at 4% or $45,089 at 6%; with 100% employer match about $50,725 at 4% or $33,817 at 6%.
Newton Financial Solutions LLC 401(K) Plan-9$208,427$36,522$4,058iApproximate average salary by contribution assumption: employee only about $101,450 at 4% or $67,633 at 6%; with 50% employer match about $67,633 at 4% or $45,089 at 6%; with 100% employer match about $50,725 at 4% or $33,817 at 6%.
201319$164,067$38,861$4,318iApproximate average salary by contribution assumption: employee only about $107,947 at 4% or $71,965 at 6%; with 50% employer match about $71,965 at 4% or $47,977 at 6%; with 100% employer match about $53,974 at 4% or $35,982 at 6%.
Newton Financial Solutions LLC 401(K) Plan-9$164,067$38,861$4,318iApproximate average salary by contribution assumption: employee only about $107,947 at 4% or $71,965 at 6%; with 50% employer match about $71,965 at 4% or $47,977 at 6%; with 100% employer match about $53,974 at 4% or $35,982 at 6%.
201217$109,641$24,185$3,455iApproximate average salary by contribution assumption: employee only about $86,375 at 4% or $57,583 at 6%; with 50% employer match about $57,583 at 4% or $38,389 at 6%; with 100% employer match about $43,188 at 4% or $28,792 at 6%.
Newton Financial Solutions LLC 401(K) Plan-7$109,641$24,185$3,455iApproximate average salary by contribution assumption: employee only about $86,375 at 4% or $57,583 at 6%; with 50% employer match about $57,583 at 4% or $38,389 at 6%; with 100% employer match about $43,188 at 4% or $28,792 at 6%.
201117$85,972$20,995$2,999iApproximate average salary by contribution assumption: employee only about $74,982 at 4% or $49,988 at 6%; with 50% employer match about $49,988 at 4% or $33,325 at 6%; with 100% employer match about $37,491 at 4% or $24,994 at 6%.
Newton Financial Solutions LLC 401(K) Plan-7$85,972$20,995$2,999iApproximate average salary by contribution assumption: employee only about $74,982 at 4% or $49,988 at 6%; with 50% employer match about $49,988 at 4% or $33,325 at 6%; with 100% employer match about $37,491 at 4% or $24,994 at 6%.
201018$168,290$16,025$2,003iApproximate average salary by contribution assumption: employee only about $50,078 at 4% or $33,385 at 6%; with 50% employer match about $33,385 at 4% or $22,257 at 6%; with 100% employer match about $25,039 at 4% or $16,693 at 6%.
Newton Financial Solutions LLC 401(K) Plan-8$168,290$16,025$2,003iApproximate average salary by contribution assumption: employee only about $50,078 at 4% or $33,385 at 6%; with 50% employer match about $33,385 at 4% or $22,257 at 6%; with 100% employer match about $25,039 at 4% or $16,693 at 6%.
200914$142,660$10,232$2,558iApproximate average salary by contribution assumption: employee only about $63,950 at 4% or $42,633 at 6%; with 50% employer match about $42,633 at 4% or $28,422 at 6%; with 100% employer match about $31,975 at 4% or $21,317 at 6%.
Newton Financial Solutions LLC 401(K) Plan-4$142,660$10,232$2,558iApproximate average salary by contribution assumption: employee only about $63,950 at 4% or $42,633 at 6%; with 50% employer match about $42,633 at 4% or $28,422 at 6%; with 100% employer match about $31,975 at 4% or $21,317 at 6%.
200815$104,689$11,191$2,238iApproximate average salary by contribution assumption: employee only about $55,955 at 4% or $37,303 at 6%; with 50% employer match about $37,303 at 4% or $24,869 at 6%; with 100% employer match about $27,977 at 4% or $18,652 at 6%.
Newton Financial Solutions LLC 401(K) Plan-5$104,689$11,191$2,238iApproximate average salary by contribution assumption: employee only about $55,955 at 4% or $37,303 at 6%; with 50% employer match about $37,303 at 4% or $24,869 at 6%; with 100% employer match about $27,977 at 4% or $18,652 at 6%.
200715$261,127$257,164$51,433iApproximate average salary by contribution assumption: employee only about $1,285,820 at 4% or $857,213 at 6%; with 50% employer match about $857,213 at 4% or $571,476 at 6%; with 100% employer match about $642,910 at 4% or $428,607 at 6%.
Newton Financial Solutions LLC 401(K) Plan-5$261,127$257,164$51,433iApproximate average salary by contribution assumption: employee only about $1,285,820 at 4% or $857,213 at 6%; with 50% employer match about $857,213 at 4% or $571,476 at 6%; with 100% employer match about $642,910 at 4% or $428,607 at 6%.