Civic Intelligence

Newman Financial Services LLC

Plan context: Newman Financial Services LLC 401(K) Plan

EIN 41-1902733 • Richfield, MN • 12 filings • 2 plans

6636 Cedar Avenue South, Suite 100Richfield, MN 55423
Current Snapshot

Latest Year

2014

2014 Participants

11

2014 Assets

$2,000,199

2014 Contributions

$34,528

Historical Graphs

Total Assets Over Time

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

$2,000,199$1,000,100$0200320082013YearValue
$2,000,199Latest year 2013

Participants Over Time

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

1160200320082013YearValue
11Latest year 2013

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
201410$0$34,528-
Newman Financial Services LLC 401(K) Plan-0$0$34,528-
2013111$2,000,199$191,801$17,436iApproximate average salary by contribution assumption: employee only about $435,911 at 4% or $290,608 at 6%; with 50% employer match about $290,608 at 4% or $193,738 at 6%; with 100% employer match about $217,956 at 4% or $145,304 at 6%.
Newman Financial Services LLC 401(K) Plan-11$2,000,199$191,801$17,436iApproximate average salary by contribution assumption: employee only about $435,911 at 4% or $290,608 at 6%; with 50% employer match about $290,608 at 4% or $193,738 at 6%; with 100% employer match about $217,956 at 4% or $145,304 at 6%.
2012110$1,493,279$143,444$14,344iApproximate average salary by contribution assumption: employee only about $358,610 at 4% or $239,073 at 6%; with 50% employer match about $239,073 at 4% or $159,382 at 6%; with 100% employer match about $179,305 at 4% or $119,537 at 6%.
Newman Financial Services LLC 401(K) Plan-10$1,493,279$143,444$14,344iApproximate average salary by contribution assumption: employee only about $358,610 at 4% or $239,073 at 6%; with 50% employer match about $239,073 at 4% or $159,382 at 6%; with 100% employer match about $179,305 at 4% or $119,537 at 6%.
2011111$1,200,315$136,658$12,423iApproximate average salary by contribution assumption: employee only about $310,586 at 4% or $207,058 at 6%; with 50% employer match about $207,058 at 4% or $138,038 at 6%; with 100% employer match about $155,293 at 4% or $103,529 at 6%.
Newman Financial Services LLC 401(K) Plan-11$1,200,315$136,658$12,423iApproximate average salary by contribution assumption: employee only about $310,586 at 4% or $207,058 at 6%; with 50% employer match about $207,058 at 4% or $138,038 at 6%; with 100% employer match about $155,293 at 4% or $103,529 at 6%.
2010111$1,090,377$133,717$12,156iApproximate average salary by contribution assumption: employee only about $303,902 at 4% or $202,602 at 6%; with 50% employer match about $202,602 at 4% or $135,068 at 6%; with 100% employer match about $151,951 at 4% or $101,301 at 6%.
Newman Financial Services LLC 401(K) Plan-11$1,090,377$133,717$12,156iApproximate average salary by contribution assumption: employee only about $303,902 at 4% or $202,602 at 6%; with 50% employer match about $202,602 at 4% or $135,068 at 6%; with 100% employer match about $151,951 at 4% or $101,301 at 6%.
2009111$907,906$153,880$13,989iApproximate average salary by contribution assumption: employee only about $349,727 at 4% or $233,152 at 6%; with 50% employer match about $233,152 at 4% or $155,434 at 6%; with 100% employer match about $174,864 at 4% or $116,576 at 6%.
Newman Financial Services LLC 401(K) Plan-11$907,906$153,880$13,989iApproximate average salary by contribution assumption: employee only about $349,727 at 4% or $233,152 at 6%; with 50% employer match about $233,152 at 4% or $155,434 at 6%; with 100% employer match about $174,864 at 4% or $116,576 at 6%.
200819$685,438$161,458$17,940iApproximate average salary by contribution assumption: employee only about $448,494 at 4% or $298,996 at 6%; with 50% employer match about $298,996 at 4% or $199,331 at 6%; with 100% employer match about $224,247 at 4% or $149,498 at 6%.
Newman Financial Services LLC 401(K) Plan-9$685,438$161,458$17,940iApproximate average salary by contribution assumption: employee only about $448,494 at 4% or $298,996 at 6%; with 50% employer match about $298,996 at 4% or $199,331 at 6%; with 100% employer match about $224,247 at 4% or $149,498 at 6%.
2007111$820,938$160,101$14,555iApproximate average salary by contribution assumption: employee only about $363,866 at 4% or $242,577 at 6%; with 50% employer match about $242,577 at 4% or $161,718 at 6%; with 100% employer match about $181,933 at 4% or $121,289 at 6%.
Newman Financial Services LLC 401(K) Plan-11$820,938$160,101$14,555iApproximate average salary by contribution assumption: employee only about $363,866 at 4% or $242,577 at 6%; with 50% employer match about $242,577 at 4% or $161,718 at 6%; with 100% employer match about $181,933 at 4% or $121,289 at 6%.
2006111$584,609$158,592$14,417iApproximate average salary by contribution assumption: employee only about $360,436 at 4% or $240,291 at 6%; with 50% employer match about $240,291 at 4% or $160,194 at 6%; with 100% employer match about $180,218 at 4% or $120,145 at 6%.
Newman Financial Services LLC 401(K) Plan-11$584,609$158,592$14,417iApproximate average salary by contribution assumption: employee only about $360,436 at 4% or $240,291 at 6%; with 50% employer match about $240,291 at 4% or $160,194 at 6%; with 100% employer match about $180,218 at 4% or $120,145 at 6%.
2005111$363,977$116,708$10,610iApproximate average salary by contribution assumption: employee only about $265,245 at 4% or $176,830 at 6%; with 50% employer match about $176,830 at 4% or $117,887 at 6%; with 100% employer match about $132,623 at 4% or $88,415 at 6%.
Newman Financial Services LLC 401(K) Plan-11$363,977$116,708$10,610iApproximate average salary by contribution assumption: employee only about $265,245 at 4% or $176,830 at 6%; with 50% employer match about $176,830 at 4% or $117,887 at 6%; with 100% employer match about $132,623 at 4% or $88,415 at 6%.
2004111$252,978$84,345$7,668iApproximate average salary by contribution assumption: employee only about $191,693 at 4% or $127,795 at 6%; with 50% employer match about $127,795 at 4% or $85,197 at 6%; with 100% employer match about $95,847 at 4% or $63,898 at 6%.
Newman Financial Services LLC 401(K) Plan-11$252,978$84,345$7,668iApproximate average salary by contribution assumption: employee only about $191,693 at 4% or $127,795 at 6%; with 50% employer match about $127,795 at 4% or $85,197 at 6%; with 100% employer match about $95,847 at 4% or $63,898 at 6%.
2003111$122,307$112,753$10,250iApproximate average salary by contribution assumption: employee only about $256,257 at 4% or $170,838 at 6%; with 50% employer match about $170,838 at 4% or $113,892 at 6%; with 100% employer match about $128,128 at 4% or $85,419 at 6%.
Newman Financial Services LLC 401(K) Plan-11$122,307$112,753$10,250iApproximate average salary by contribution assumption: employee only about $256,257 at 4% or $170,838 at 6%; with 50% employer match about $170,838 at 4% or $113,892 at 6%; with 100% employer match about $128,128 at 4% or $85,419 at 6%.