Newton One Advisors LLC
Plan context: Newton One Advisors LLC 401(K) Profit Sharing Plan
EIN 51-0295472 • Newark, DE • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$623,057
2024 Contributions
$94,685
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $623,057 | $94,685 | $9,469iApproximate average salary by contribution assumption: employee only about $236,713 at 4% or $157,808 at 6%; with 50% employer match about $157,808 at 4% or $105,206 at 6%; with 100% employer match about $118,356 at 4% or $78,904 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 10 | $623,057 | $94,685 | $9,469iApproximate average salary by contribution assumption: employee only about $236,713 at 4% or $157,808 at 6%; with 50% employer match about $157,808 at 4% or $105,206 at 6%; with 100% employer match about $118,356 at 4% or $78,904 at 6%. |
| 2023 | 1 | 11 | $581,101 | $65,220 | $5,929iApproximate average salary by contribution assumption: employee only about $148,227 at 4% or $98,818 at 6%; with 50% employer match about $98,818 at 4% or $65,879 at 6%; with 100% employer match about $74,114 at 4% or $49,409 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 11 | $581,101 | $65,220 | $5,929iApproximate average salary by contribution assumption: employee only about $148,227 at 4% or $98,818 at 6%; with 50% employer match about $98,818 at 4% or $65,879 at 6%; with 100% employer match about $74,114 at 4% or $49,409 at 6%. |
| 2022 | 1 | 16 | $531,701 | $58,415 | $3,651iApproximate average salary by contribution assumption: employee only about $91,273 at 4% or $60,849 at 6%; with 50% employer match about $60,849 at 4% or $40,566 at 6%; with 100% employer match about $45,637 at 4% or $30,424 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 16 | $531,701 | $58,415 | $3,651iApproximate average salary by contribution assumption: employee only about $91,273 at 4% or $60,849 at 6%; with 50% employer match about $60,849 at 4% or $40,566 at 6%; with 100% employer match about $45,637 at 4% or $30,424 at 6%. |
| 2021 | 1 | 17 | $1,572,997 | $154,684 | $9,099iApproximate average salary by contribution assumption: employee only about $227,476 at 4% or $151,651 at 6%; with 50% employer match about $151,651 at 4% or $101,101 at 6%; with 100% employer match about $113,738 at 4% or $75,825 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 17 | $1,572,997 | $154,684 | $9,099iApproximate average salary by contribution assumption: employee only about $227,476 at 4% or $151,651 at 6%; with 50% employer match about $151,651 at 4% or $101,101 at 6%; with 100% employer match about $113,738 at 4% or $75,825 at 6%. |
| 2020 | 1 | 14 | $1,312,630 | $205,204 | $14,657iApproximate average salary by contribution assumption: employee only about $366,436 at 4% or $244,290 at 6%; with 50% employer match about $244,290 at 4% or $162,860 at 6%; with 100% employer match about $183,218 at 4% or $122,145 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 14 | $1,312,630 | $205,204 | $14,657iApproximate average salary by contribution assumption: employee only about $366,436 at 4% or $244,290 at 6%; with 50% employer match about $244,290 at 4% or $162,860 at 6%; with 100% employer match about $183,218 at 4% or $122,145 at 6%. |
| 2019 | 1 | 16 | $1,302,561 | $160,892 | $10,056iApproximate average salary by contribution assumption: employee only about $251,394 at 4% or $167,596 at 6%; with 50% employer match about $167,596 at 4% or $111,731 at 6%; with 100% employer match about $125,697 at 4% or $83,798 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 16 | $1,302,561 | $160,892 | $10,056iApproximate average salary by contribution assumption: employee only about $251,394 at 4% or $167,596 at 6%; with 50% employer match about $167,596 at 4% or $111,731 at 6%; with 100% employer match about $125,697 at 4% or $83,798 at 6%. |
| 2018 | 1 | 17 | $3,875,141 | $175,347 | $10,315iApproximate average salary by contribution assumption: employee only about $257,863 at 4% or $171,909 at 6%; with 50% employer match about $171,909 at 4% or $114,606 at 6%; with 100% employer match about $128,932 at 4% or $85,954 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 17 | $3,875,141 | $175,347 | $10,315iApproximate average salary by contribution assumption: employee only about $257,863 at 4% or $171,909 at 6%; with 50% employer match about $171,909 at 4% or $114,606 at 6%; with 100% employer match about $128,932 at 4% or $85,954 at 6%. |
| 2017 | 1 | 17 | $4,131,610 | $164,423 | $9,672iApproximate average salary by contribution assumption: employee only about $241,799 at 4% or $161,199 at 6%; with 50% employer match about $161,199 at 4% or $107,466 at 6%; with 100% employer match about $120,899 at 4% or $80,600 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 17 | $4,131,610 | $164,423 | $9,672iApproximate average salary by contribution assumption: employee only about $241,799 at 4% or $161,199 at 6%; with 50% employer match about $161,199 at 4% or $107,466 at 6%; with 100% employer match about $120,899 at 4% or $80,600 at 6%. |
| 2016 | 1 | 17 | $3,414,636 | $197,499 | $11,618iApproximate average salary by contribution assumption: employee only about $290,440 at 4% or $193,626 at 6%; with 50% employer match about $193,626 at 4% or $129,084 at 6%; with 100% employer match about $145,220 at 4% or $96,813 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 17 | $3,414,636 | $197,499 | $11,618iApproximate average salary by contribution assumption: employee only about $290,440 at 4% or $193,626 at 6%; with 50% employer match about $193,626 at 4% or $129,084 at 6%; with 100% employer match about $145,220 at 4% or $96,813 at 6%. |
| 2015 | 1 | 17 | $2,842,540 | $180,870 | $10,639iApproximate average salary by contribution assumption: employee only about $265,985 at 4% or $177,324 at 6%; with 50% employer match about $177,324 at 4% or $118,216 at 6%; with 100% employer match about $132,993 at 4% or $88,662 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 17 | $2,842,540 | $180,870 | $10,639iApproximate average salary by contribution assumption: employee only about $265,985 at 4% or $177,324 at 6%; with 50% employer match about $177,324 at 4% or $118,216 at 6%; with 100% employer match about $132,993 at 4% or $88,662 at 6%. |
| 2014 | 1 | 17 | $2,610,018 | $188,921 | $11,113iApproximate average salary by contribution assumption: employee only about $277,825 at 4% or $185,217 at 6%; with 50% employer match about $185,217 at 4% or $123,478 at 6%; with 100% employer match about $138,913 at 4% or $92,608 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 17 | $2,610,018 | $188,921 | $11,113iApproximate average salary by contribution assumption: employee only about $277,825 at 4% or $185,217 at 6%; with 50% employer match about $185,217 at 4% or $123,478 at 6%; with 100% employer match about $138,913 at 4% or $92,608 at 6%. |
| 2013 | 1 | 11 | $2,350,802 | $167,235 | $15,203iApproximate average salary by contribution assumption: employee only about $380,080 at 4% or $253,386 at 6%; with 50% employer match about $253,386 at 4% or $168,924 at 6%; with 100% employer match about $190,040 at 4% or $126,693 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 11 | $2,350,802 | $167,235 | $15,203iApproximate average salary by contribution assumption: employee only about $380,080 at 4% or $253,386 at 6%; with 50% employer match about $253,386 at 4% or $168,924 at 6%; with 100% employer match about $190,040 at 4% or $126,693 at 6%. |
| 2012 | 1 | 10 | $2,093,698 | $147,715 | $14,772iApproximate average salary by contribution assumption: employee only about $369,288 at 4% or $246,192 at 6%; with 50% employer match about $246,192 at 4% or $164,128 at 6%; with 100% employer match about $184,644 at 4% or $123,096 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 10 | $2,093,698 | $147,715 | $14,772iApproximate average salary by contribution assumption: employee only about $369,288 at 4% or $246,192 at 6%; with 50% employer match about $246,192 at 4% or $164,128 at 6%; with 100% employer match about $184,644 at 4% or $123,096 at 6%. |
| 2011 | 1 | 14 | $1,775,192 | $112,920 | $8,066iApproximate average salary by contribution assumption: employee only about $201,643 at 4% or $134,429 at 6%; with 50% employer match about $134,429 at 4% or $89,619 at 6%; with 100% employer match about $100,821 at 4% or $67,214 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 14 | $1,775,192 | $112,920 | $8,066iApproximate average salary by contribution assumption: employee only about $201,643 at 4% or $134,429 at 6%; with 50% employer match about $134,429 at 4% or $89,619 at 6%; with 100% employer match about $100,821 at 4% or $67,214 at 6%. |
| 2010 | 1 | 11 | $1,751,932 | $121,338 | $11,031iApproximate average salary by contribution assumption: employee only about $275,768 at 4% or $183,845 at 6%; with 50% employer match about $183,845 at 4% or $122,564 at 6%; with 100% employer match about $137,884 at 4% or $91,923 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 11 | $1,751,932 | $121,338 | $11,031iApproximate average salary by contribution assumption: employee only about $275,768 at 4% or $183,845 at 6%; with 50% employer match about $183,845 at 4% or $122,564 at 6%; with 100% employer match about $137,884 at 4% or $91,923 at 6%. |
| 2009 | 1 | 10 | $1,928,999 | $68,467 | $6,847iApproximate average salary by contribution assumption: employee only about $171,168 at 4% or $114,112 at 6%; with 50% employer match about $114,112 at 4% or $76,074 at 6%; with 100% employer match about $85,584 at 4% or $57,056 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 10 | $1,928,999 | $68,467 | $6,847iApproximate average salary by contribution assumption: employee only about $171,168 at 4% or $114,112 at 6%; with 50% employer match about $114,112 at 4% or $76,074 at 6%; with 100% employer match about $85,584 at 4% or $57,056 at 6%. |
| 2008 | 1 | 8 | $1,573,158 | $73,495 | $9,187iApproximate average salary by contribution assumption: employee only about $229,672 at 4% or $153,115 at 6%; with 50% employer match about $153,115 at 4% or $102,076 at 6%; with 100% employer match about $114,836 at 4% or $76,557 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 8 | $1,573,158 | $73,495 | $9,187iApproximate average salary by contribution assumption: employee only about $229,672 at 4% or $153,115 at 6%; with 50% employer match about $153,115 at 4% or $102,076 at 6%; with 100% employer match about $114,836 at 4% or $76,557 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $2,011,097 | $104,314 | $17,386iApproximate average salary by contribution assumption: employee only about $434,642 at 4% or $289,761 at 6%; with 50% employer match about $289,761 at 4% or $193,174 at 6%; with 100% employer match about $217,321 at 4% or $144,881 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 6 | $2,011,097 | $104,314 | $17,386iApproximate average salary by contribution assumption: employee only about $434,642 at 4% or $289,761 at 6%; with 50% employer match about $289,761 at 4% or $193,174 at 6%; with 100% employer match about $217,321 at 4% or $144,881 at 6%. |
| 2005 | 1 | 6 | $1,713,076 | $81,666 | $13,611iApproximate average salary by contribution assumption: employee only about $340,275 at 4% or $226,850 at 6%; with 50% employer match about $226,850 at 4% or $151,233 at 6%; with 100% employer match about $170,138 at 4% or $113,425 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 6 | $1,713,076 | $81,666 | $13,611iApproximate average salary by contribution assumption: employee only about $340,275 at 4% or $226,850 at 6%; with 50% employer match about $226,850 at 4% or $151,233 at 6%; with 100% employer match about $170,138 at 4% or $113,425 at 6%. |
| 2004 | 1 | 6 | $1,592,813 | $86,843 | $14,474iApproximate average salary by contribution assumption: employee only about $361,846 at 4% or $241,231 at 6%; with 50% employer match about $241,231 at 4% or $160,820 at 6%; with 100% employer match about $180,923 at 4% or $120,615 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 6 | $1,592,813 | $86,843 | $14,474iApproximate average salary by contribution assumption: employee only about $361,846 at 4% or $241,231 at 6%; with 50% employer match about $241,231 at 4% or $160,820 at 6%; with 100% employer match about $180,923 at 4% or $120,615 at 6%. |
| 2003 | 1 | 5 | $1,350,466 | $423,391 | $84,678iApproximate average salary by contribution assumption: employee only about $2,116,955 at 4% or $1,411,303 at 6%; with 50% employer match about $1,411,303 at 4% or $940,869 at 6%; with 100% employer match about $1,058,478 at 4% or $705,652 at 6%. |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 5 | $1,350,466 | $423,391 | $84,678iApproximate average salary by contribution assumption: employee only about $2,116,955 at 4% or $1,411,303 at 6%; with 50% employer match about $1,411,303 at 4% or $940,869 at 6%; with 100% employer match about $1,058,478 at 4% or $705,652 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 6 | - | - | - |
| 2001 | 2 | 8 | $0 | $0 | - |
| Newton One Advisors LLC 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| NEWTON ONE ADVISORS, LLC MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |