Civic Intelligence

Newtek Data Systems Inc

Plan context: Newtek Data Systems Inc. 401(K) Plan

EIN 36-3620672 • Rolling Meadows, IL • 18 filings • 3 plans

1845 Hicks Rd, Ste CRolling Meadows, IL 60008
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$673,316

2024 Contributions

$18,149

Historical Graphs

Total Assets Over Time

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

$931,742$465,871$0200720162024YearValue
$673,316Latest year 2024

Participants Over Time

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

630200720162024YearValue
4Latest 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
202414$673,316$18,149$4,537iApproximate average salary by contribution assumption: employee only about $113,431 at 4% or $75,621 at 6%; with 50% employer match about $75,621 at 4% or $50,414 at 6%; with 100% employer match about $56,716 at 4% or $37,810 at 6%.
Newtek Data Systems Inc. 401(K) Plan-4$673,316$18,149$4,537iApproximate average salary by contribution assumption: employee only about $113,431 at 4% or $75,621 at 6%; with 50% employer match about $75,621 at 4% or $50,414 at 6%; with 100% employer match about $56,716 at 4% or $37,810 at 6%.
202314$923,759$17,364$4,341iApproximate average salary by contribution assumption: employee only about $108,525 at 4% or $72,350 at 6%; with 50% employer match about $72,350 at 4% or $48,233 at 6%; with 100% employer match about $54,263 at 4% or $36,175 at 6%.
Newtek Data Systems Inc. 401(K) Plan-4$923,759$17,364$4,341iApproximate average salary by contribution assumption: employee only about $108,525 at 4% or $72,350 at 6%; with 50% employer match about $72,350 at 4% or $48,233 at 6%; with 100% employer match about $54,263 at 4% or $36,175 at 6%.
202215$823,129$29,760$5,952iApproximate average salary by contribution assumption: employee only about $148,800 at 4% or $99,200 at 6%; with 50% employer match about $99,200 at 4% or $66,133 at 6%; with 100% employer match about $74,400 at 4% or $49,600 at 6%.
Newtek Data Systems Inc. 401(K) Plan-5$823,129$29,760$5,952iApproximate average salary by contribution assumption: employee only about $148,800 at 4% or $99,200 at 6%; with 50% employer match about $99,200 at 4% or $66,133 at 6%; with 100% employer match about $74,400 at 4% or $49,600 at 6%.
202115$931,742$38,767$7,753iApproximate average salary by contribution assumption: employee only about $193,835 at 4% or $129,223 at 6%; with 50% employer match about $129,223 at 4% or $86,149 at 6%; with 100% employer match about $96,918 at 4% or $64,612 at 6%.
Newtek Data Systems Inc. 401(K) Plan-5$931,742$38,767$7,753iApproximate average salary by contribution assumption: employee only about $193,835 at 4% or $129,223 at 6%; with 50% employer match about $129,223 at 4% or $86,149 at 6%; with 100% employer match about $96,918 at 4% or $64,612 at 6%.
202015$807,412$40,265$8,053iApproximate average salary by contribution assumption: employee only about $201,325 at 4% or $134,217 at 6%; with 50% employer match about $134,217 at 4% or $89,478 at 6%; with 100% employer match about $100,663 at 4% or $67,108 at 6%.
Newtek Data Systems Inc. 401(K) Plan-5$807,412$40,265$8,053iApproximate average salary by contribution assumption: employee only about $201,325 at 4% or $134,217 at 6%; with 50% employer match about $134,217 at 4% or $89,478 at 6%; with 100% employer match about $100,663 at 4% or $67,108 at 6%.
201915$808,268$17,577$3,515iApproximate average salary by contribution assumption: employee only about $87,885 at 4% or $58,590 at 6%; with 50% employer match about $58,590 at 4% or $39,060 at 6%; with 100% employer match about $43,943 at 4% or $29,295 at 6%.
Newtek Data Systems Inc. 401(K) Plan-5$808,268$17,577$3,515iApproximate average salary by contribution assumption: employee only about $87,885 at 4% or $58,590 at 6%; with 50% employer match about $58,590 at 4% or $39,060 at 6%; with 100% employer match about $43,943 at 4% or $29,295 at 6%.
201815$655,218$38,210$7,642iApproximate average salary by contribution assumption: employee only about $191,050 at 4% or $127,367 at 6%; with 50% employer match about $127,367 at 4% or $84,911 at 6%; with 100% employer match about $95,525 at 4% or $63,683 at 6%.
Newtek Data Systems Inc. 401(K) Plan-5$655,218$38,210$7,642iApproximate average salary by contribution assumption: employee only about $191,050 at 4% or $127,367 at 6%; with 50% employer match about $127,367 at 4% or $84,911 at 6%; with 100% employer match about $95,525 at 4% or $63,683 at 6%.
201715$659,580$19,153$3,831iApproximate average salary by contribution assumption: employee only about $95,765 at 4% or $63,843 at 6%; with 50% employer match about $63,843 at 4% or $42,562 at 6%; with 100% employer match about $47,883 at 4% or $31,922 at 6%.
Newtek Data Systems Inc. 401(K) Plan-5$659,580$19,153$3,831iApproximate average salary by contribution assumption: employee only about $95,765 at 4% or $63,843 at 6%; with 50% employer match about $63,843 at 4% or $42,562 at 6%; with 100% employer match about $47,883 at 4% or $31,922 at 6%.
201614$543,212$11,009$2,752iApproximate average salary by contribution assumption: employee only about $68,806 at 4% or $45,871 at 6%; with 50% employer match about $45,871 at 4% or $30,581 at 6%; with 100% employer match about $34,403 at 4% or $22,935 at 6%.
Newtek Data Systems Inc. 401(K) Plan-4$543,212$11,009$2,752iApproximate average salary by contribution assumption: employee only about $68,806 at 4% or $45,871 at 6%; with 50% employer match about $45,871 at 4% or $30,581 at 6%; with 100% employer match about $34,403 at 4% or $22,935 at 6%.
201514$497,847$10,354$2,589iApproximate average salary by contribution assumption: employee only about $64,713 at 4% or $43,142 at 6%; with 50% employer match about $43,142 at 4% or $28,761 at 6%; with 100% employer match about $32,356 at 4% or $21,571 at 6%.
Newtek Data Systems Inc. 401(K) Plan-4$497,847$10,354$2,589iApproximate average salary by contribution assumption: employee only about $64,713 at 4% or $43,142 at 6%; with 50% employer match about $43,142 at 4% or $28,761 at 6%; with 100% employer match about $32,356 at 4% or $21,571 at 6%.
201414$472,171$34,014$8,504iApproximate average salary by contribution assumption: employee only about $212,588 at 4% or $141,725 at 6%; with 50% employer match about $141,725 at 4% or $94,483 at 6%; with 100% employer match about $106,294 at 4% or $70,863 at 6%.
Newtek Data Systems Inc. 401(K) Plan-4$472,171$34,014$8,504iApproximate average salary by contribution assumption: employee only about $212,588 at 4% or $141,725 at 6%; with 50% employer match about $141,725 at 4% or $94,483 at 6%; with 100% employer match about $106,294 at 4% or $70,863 at 6%.
201314$418,355$12,157$3,039iApproximate average salary by contribution assumption: employee only about $75,981 at 4% or $50,654 at 6%; with 50% employer match about $50,654 at 4% or $33,769 at 6%; with 100% employer match about $37,991 at 4% or $25,327 at 6%.
Newtek Data Systems Inc. 401(K) Plan-4$418,355$12,157$3,039iApproximate average salary by contribution assumption: employee only about $75,981 at 4% or $50,654 at 6%; with 50% employer match about $50,654 at 4% or $33,769 at 6%; with 100% employer match about $37,991 at 4% or $25,327 at 6%.
201215$414,740$30,592$6,118iApproximate average salary by contribution assumption: employee only about $152,960 at 4% or $101,973 at 6%; with 50% employer match about $101,973 at 4% or $67,982 at 6%; with 100% employer match about $76,480 at 4% or $50,987 at 6%.
Newtek Data Systems Inc. 401(K) Plan-5$414,740$30,592$6,118iApproximate average salary by contribution assumption: employee only about $152,960 at 4% or $101,973 at 6%; with 50% employer match about $101,973 at 4% or $67,982 at 6%; with 100% employer match about $76,480 at 4% or $50,987 at 6%.
201115$360,727$20,824$4,165iApproximate average salary by contribution assumption: employee only about $104,120 at 4% or $69,413 at 6%; with 50% employer match about $69,413 at 4% or $46,276 at 6%; with 100% employer match about $52,060 at 4% or $34,707 at 6%.
Newtek Data Systems Inc. 401(K) Plan-5$360,727$20,824$4,165iApproximate average salary by contribution assumption: employee only about $104,120 at 4% or $69,413 at 6%; with 50% employer match about $69,413 at 4% or $46,276 at 6%; with 100% employer match about $52,060 at 4% or $34,707 at 6%.
201015$350,423$22,442$4,488iApproximate average salary by contribution assumption: employee only about $112,210 at 4% or $74,807 at 6%; with 50% employer match about $74,807 at 4% or $49,871 at 6%; with 100% employer match about $56,105 at 4% or $37,403 at 6%.
Newtek Data Systems Inc. 401(K) Plan-5$350,423$22,442$4,488iApproximate average salary by contribution assumption: employee only about $112,210 at 4% or $74,807 at 6%; with 50% employer match about $74,807 at 4% or $49,871 at 6%; with 100% employer match about $56,105 at 4% or $37,403 at 6%.
200915$294,829$25,918$5,184iApproximate average salary by contribution assumption: employee only about $129,590 at 4% or $86,393 at 6%; with 50% employer match about $86,393 at 4% or $57,596 at 6%; with 100% employer match about $64,795 at 4% or $43,197 at 6%.
Newtek Data Systems Inc. 401(K) Plan-5$294,829$25,918$5,184iApproximate average salary by contribution assumption: employee only about $129,590 at 4% or $86,393 at 6%; with 50% employer match about $86,393 at 4% or $57,596 at 6%; with 100% employer match about $64,795 at 4% or $43,197 at 6%.
200813$222,929$61,392$20,464iApproximate average salary by contribution assumption: employee only about $511,600 at 4% or $341,067 at 6%; with 50% employer match about $341,067 at 4% or $227,378 at 6%; with 100% employer match about $255,800 at 4% or $170,533 at 6%.
Newtek Data Systems Inc. 401(K) Plan-3$222,929$61,392$20,464iApproximate average salary by contribution assumption: employee only about $511,600 at 4% or $341,067 at 6%; with 50% employer match about $341,067 at 4% or $227,378 at 6%; with 100% employer match about $255,800 at 4% or $170,533 at 6%.
200716$283,711$277,487$46,248iApproximate average salary by contribution assumption: employee only about $1,156,196 at 4% or $770,797 at 6%; with 50% employer match about $770,797 at 4% or $513,865 at 6%; with 100% employer match about $578,098 at 4% or $385,399 at 6%.
Newtek Data Systems Inc. 401(K) Plan-6$283,711$277,487$46,248iApproximate average salary by contribution assumption: employee only about $1,156,196 at 4% or $770,797 at 6%; with 50% employer match about $770,797 at 4% or $513,865 at 6%; with 100% employer match about $578,098 at 4% or $385,399 at 6%.