Civic Intelligence

Newstar Financial Inc.

Plan context: Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust

EIN 54-2157878 • 17 filings • 6 plans

Current Snapshot

Latest Year

2017

2017 Participants

6

2017 Assets

$16,668,316

2017 Contributions

$1,402,828

Historical Graphs

Total Assets Over Time

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

$16,668,316$8,334,158$0200420112017YearValue
$16,668,316Latest year 2017

Participants Over Time

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

132660200420112017YearValue
6Latest year 2017

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
201716$16,668,316$1,402,828$233,805iApproximate average salary by contribution assumption: employee only about $5,845,117 at 4% or $3,896,744 at 6%; with 50% employer match about $3,896,744 at 4% or $2,597,830 at 6%; with 100% employer match about $2,922,558 at 4% or $1,948,372 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-6$16,668,316$1,402,828$233,805iApproximate average salary by contribution assumption: employee only about $5,845,117 at 4% or $3,896,744 at 6%; with 50% employer match about $3,896,744 at 4% or $2,597,830 at 6%; with 100% employer match about $2,922,558 at 4% or $1,948,372 at 6%.
2016269$15,006,730$1,999,791$28,982iApproximate average salary by contribution assumption: employee only about $724,562 at 4% or $483,041 at 6%; with 50% employer match about $483,041 at 4% or $322,028 at 6%; with 100% employer match about $362,281 at 4% or $241,521 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-68$15,006,730$1,999,791$29,409iApproximate average salary by contribution assumption: employee only about $735,217 at 4% or $490,145 at 6%; with 50% employer match about $490,145 at 4% or $326,763 at 6%; with 100% employer match about $367,609 at 4% or $245,072 at 6%.
Newstar Financial Health and Welfare Plan-69---
20151121$15,574,907$2,403,830$19,866iApproximate average salary by contribution assumption: employee only about $496,659 at 4% or $331,106 at 6%; with 50% employer match about $331,106 at 4% or $220,737 at 6%; with 100% employer match about $248,330 at 4% or $165,553 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-121$15,574,907$2,403,830$19,866iApproximate average salary by contribution assumption: employee only about $496,659 at 4% or $331,106 at 6%; with 50% employer match about $331,106 at 4% or $220,737 at 6%; with 100% employer match about $248,330 at 4% or $165,553 at 6%.
2014298$14,714,185$1,917,180$19,563iApproximate average salary by contribution assumption: employee only about $489,077 at 4% or $326,051 at 6%; with 50% employer match about $326,051 at 4% or $217,367 at 6%; with 100% employer match about $244,538 at 4% or $163,026 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-98$14,714,185$1,917,180$19,563iApproximate average salary by contribution assumption: employee only about $489,077 at 4% or $326,051 at 6%; with 50% employer match about $326,051 at 4% or $217,367 at 6%; with 100% employer match about $244,538 at 4% or $163,026 at 6%.
NEWSTAR FINANCIAL EMPLOYEE BENEFITS PLAN-0---
20132101$13,122,790$2,062,971$20,425iApproximate average salary by contribution assumption: employee only about $510,636 at 4% or $340,424 at 6%; with 50% employer match about $340,424 at 4% or $226,950 at 6%; with 100% employer match about $255,318 at 4% or $170,212 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-101$13,122,790$2,062,971$20,425iApproximate average salary by contribution assumption: employee only about $510,636 at 4% or $340,424 at 6%; with 50% employer match about $340,424 at 4% or $226,950 at 6%; with 100% employer match about $255,318 at 4% or $170,212 at 6%.
NEWSTAR FINANCIAL EMPLOYEE BENEFITS PLAN-101---
20121103$9,725,057$1,710,779$16,610iApproximate average salary by contribution assumption: employee only about $415,238 at 4% or $276,825 at 6%; with 50% employer match about $276,825 at 4% or $184,550 at 6%; with 100% employer match about $207,619 at 4% or $138,413 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-103$9,725,057$1,710,779$16,610iApproximate average salary by contribution assumption: employee only about $415,238 at 4% or $276,825 at 6%; with 50% employer match about $276,825 at 4% or $184,550 at 6%; with 100% employer match about $207,619 at 4% or $138,413 at 6%.
2011189$7,750,304$1,622,785$18,234iApproximate average salary by contribution assumption: employee only about $455,838 at 4% or $303,892 at 6%; with 50% employer match about $303,892 at 4% or $202,595 at 6%; with 100% employer match about $227,919 at 4% or $151,946 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-89$7,750,304$1,622,785$18,234iApproximate average salary by contribution assumption: employee only about $455,838 at 4% or $303,892 at 6%; with 50% employer match about $303,892 at 4% or $202,595 at 6%; with 100% employer match about $227,919 at 4% or $151,946 at 6%.
2010182$7,166,635$1,401,127$17,087iApproximate average salary by contribution assumption: employee only about $427,173 at 4% or $284,782 at 6%; with 50% employer match about $284,782 at 4% or $189,855 at 6%; with 100% employer match about $213,586 at 4% or $142,391 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-82$7,166,635$1,401,127$17,087iApproximate average salary by contribution assumption: employee only about $427,173 at 4% or $284,782 at 6%; with 50% employer match about $284,782 at 4% or $189,855 at 6%; with 100% employer match about $213,586 at 4% or $142,391 at 6%.
2009162$5,900,215$1,344,663$21,688iApproximate average salary by contribution assumption: employee only about $542,203 at 4% or $361,469 at 6%; with 50% employer match about $361,469 at 4% or $240,979 at 6%; with 100% employer match about $271,101 at 4% or $180,734 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-62$5,900,215$1,344,663$21,688iApproximate average salary by contribution assumption: employee only about $542,203 at 4% or $361,469 at 6%; with 50% employer match about $361,469 at 4% or $240,979 at 6%; with 100% employer match about $271,101 at 4% or $180,734 at 6%.
2008194$4,660,233$2,080,117$22,129iApproximate average salary by contribution assumption: employee only about $553,223 at 4% or $368,815 at 6%; with 50% employer match about $368,815 at 4% or $245,877 at 6%; with 100% employer match about $276,611 at 4% or $184,408 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-94$4,660,233$2,080,117$22,129iApproximate average salary by contribution assumption: employee only about $553,223 at 4% or $368,815 at 6%; with 50% employer match about $368,815 at 4% or $245,877 at 6%; with 100% employer match about $276,611 at 4% or $184,408 at 6%.
20071132$0$0-
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-132---
20061101$3,433,550$1,436,724$14,225iApproximate average salary by contribution assumption: employee only about $355,625 at 4% or $237,083 at 6%; with 50% employer match about $237,083 at 4% or $158,055 at 6%; with 100% employer match about $177,812 at 4% or $118,542 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-101$3,433,550$1,436,724$14,225iApproximate average salary by contribution assumption: employee only about $355,625 at 4% or $237,083 at 6%; with 50% employer match about $237,083 at 4% or $158,055 at 6%; with 100% employer match about $177,812 at 4% or $118,542 at 6%.
2005165$1,711,507$1,063,613$16,363iApproximate average salary by contribution assumption: employee only about $409,082 at 4% or $272,721 at 6%; with 50% employer match about $272,721 at 4% or $181,814 at 6%; with 100% employer match about $204,541 at 4% or $136,361 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-65$1,711,507$1,063,613$16,363iApproximate average salary by contribution assumption: employee only about $409,082 at 4% or $272,721 at 6%; with 50% employer match about $272,721 at 4% or $181,814 at 6%; with 100% employer match about $204,541 at 4% or $136,361 at 6%.
2004139$529,965$477,689$12,248iApproximate average salary by contribution assumption: employee only about $306,211 at 4% or $204,141 at 6%; with 50% employer match about $204,141 at 4% or $136,094 at 6%; with 100% employer match about $153,105 at 4% or $102,070 at 6%.
Newstar Financial Inc. 401(K) Profit Sharing Plan and Trust-39$529,965$477,689$12,248iApproximate average salary by contribution assumption: employee only about $306,211 at 4% or $204,141 at 6%; with 50% employer match about $204,141 at 4% or $136,094 at 6%; with 100% employer match about $153,105 at 4% or $102,070 at 6%.