Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,381,944
2024 Contributions
$16,069
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 | 2 | $1,381,944 | $0 | - |
| Kathy Newman Inc Psp | - | 2 | $1,381,944 | - | - |
| 2023 | 1 | 2 | $1,411,364 | $16,069 | $8,035iApproximate average salary by contribution assumption: employee only about $200,863 at 4% or $133,908 at 6%; with 50% employer match about $133,908 at 4% or $89,272 at 6%; with 100% employer match about $100,431 at 4% or $66,954 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $1,411,364 | $16,069 | $8,035iApproximate average salary by contribution assumption: employee only about $200,863 at 4% or $133,908 at 6%; with 50% employer match about $133,908 at 4% or $89,272 at 6%; with 100% employer match about $100,431 at 4% or $66,954 at 6%. |
| 2022 | 1 | 2 | $1,291,037 | $10,366 | $5,183iApproximate average salary by contribution assumption: employee only about $129,575 at 4% or $86,383 at 6%; with 50% employer match about $86,383 at 4% or $57,589 at 6%; with 100% employer match about $64,788 at 4% or $43,192 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $1,291,037 | $10,366 | $5,183iApproximate average salary by contribution assumption: employee only about $129,575 at 4% or $86,383 at 6%; with 50% employer match about $86,383 at 4% or $57,589 at 6%; with 100% employer match about $64,788 at 4% or $43,192 at 6%. |
| 2021 | 1 | 2 | $1,452,184 | $37,505 | $18,753iApproximate average salary by contribution assumption: employee only about $468,813 at 4% or $312,542 at 6%; with 50% employer match about $312,542 at 4% or $208,361 at 6%; with 100% employer match about $234,406 at 4% or $156,271 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $1,452,184 | $37,505 | $18,753iApproximate average salary by contribution assumption: employee only about $468,813 at 4% or $312,542 at 6%; with 50% employer match about $312,542 at 4% or $208,361 at 6%; with 100% employer match about $234,406 at 4% or $156,271 at 6%. |
| 2020 | 1 | 2 | $1,455,236 | $25,443 | $12,722iApproximate average salary by contribution assumption: employee only about $318,038 at 4% or $212,025 at 6%; with 50% employer match about $212,025 at 4% or $141,350 at 6%; with 100% employer match about $159,019 at 4% or $106,013 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $1,455,236 | $25,443 | $12,722iApproximate average salary by contribution assumption: employee only about $318,038 at 4% or $212,025 at 6%; with 50% employer match about $212,025 at 4% or $141,350 at 6%; with 100% employer match about $159,019 at 4% or $106,013 at 6%. |
| 2019 | 1 | 2 | $994,164 | $36,899 | $18,450iApproximate average salary by contribution assumption: employee only about $461,238 at 4% or $307,492 at 6%; with 50% employer match about $307,492 at 4% or $204,994 at 6%; with 100% employer match about $230,619 at 4% or $153,746 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $994,164 | $36,899 | $18,450iApproximate average salary by contribution assumption: employee only about $461,238 at 4% or $307,492 at 6%; with 50% employer match about $307,492 at 4% or $204,994 at 6%; with 100% employer match about $230,619 at 4% or $153,746 at 6%. |
| 2018 | 1 | 2 | $1,090,716 | $15,077 | $7,539iApproximate average salary by contribution assumption: employee only about $188,463 at 4% or $125,642 at 6%; with 50% employer match about $125,642 at 4% or $83,761 at 6%; with 100% employer match about $94,231 at 4% or $62,821 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $1,090,716 | $15,077 | $7,539iApproximate average salary by contribution assumption: employee only about $188,463 at 4% or $125,642 at 6%; with 50% employer match about $125,642 at 4% or $83,761 at 6%; with 100% employer match about $94,231 at 4% or $62,821 at 6%. |
| 2017 | 1 | 2 | $1,111,589 | $33,547 | $16,774iApproximate average salary by contribution assumption: employee only about $419,338 at 4% or $279,558 at 6%; with 50% employer match about $279,558 at 4% or $186,372 at 6%; with 100% employer match about $209,669 at 4% or $139,779 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $1,111,589 | $33,547 | $16,774iApproximate average salary by contribution assumption: employee only about $419,338 at 4% or $279,558 at 6%; with 50% employer match about $279,558 at 4% or $186,372 at 6%; with 100% employer match about $209,669 at 4% or $139,779 at 6%. |
| 2016 | 1 | 2 | $1,040,275 | $7,727 | $3,864iApproximate average salary by contribution assumption: employee only about $96,588 at 4% or $64,392 at 6%; with 50% employer match about $64,392 at 4% or $42,928 at 6%; with 100% employer match about $48,294 at 4% or $32,196 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $1,040,275 | $7,727 | $3,864iApproximate average salary by contribution assumption: employee only about $96,588 at 4% or $64,392 at 6%; with 50% employer match about $64,392 at 4% or $42,928 at 6%; with 100% employer match about $48,294 at 4% or $32,196 at 6%. |
| 2015 | 1 | 2 | $971,177 | $8,010 | $4,005iApproximate average salary by contribution assumption: employee only about $100,125 at 4% or $66,750 at 6%; with 50% employer match about $66,750 at 4% or $44,500 at 6%; with 100% employer match about $50,063 at 4% or $33,375 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $971,177 | $8,010 | $4,005iApproximate average salary by contribution assumption: employee only about $100,125 at 4% or $66,750 at 6%; with 50% employer match about $66,750 at 4% or $44,500 at 6%; with 100% employer match about $50,063 at 4% or $33,375 at 6%. |
| 2014 | 1 | 2 | $1,025,930 | $27,893 | $13,947iApproximate average salary by contribution assumption: employee only about $348,663 at 4% or $232,442 at 6%; with 50% employer match about $232,442 at 4% or $154,961 at 6%; with 100% employer match about $174,331 at 4% or $116,221 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $1,025,930 | $27,893 | $13,947iApproximate average salary by contribution assumption: employee only about $348,663 at 4% or $232,442 at 6%; with 50% employer match about $232,442 at 4% or $154,961 at 6%; with 100% employer match about $174,331 at 4% or $116,221 at 6%. |
| 2013 | 1 | 2 | $968,996 | $35,017 | $17,509iApproximate average salary by contribution assumption: employee only about $437,713 at 4% or $291,808 at 6%; with 50% employer match about $291,808 at 4% or $194,539 at 6%; with 100% employer match about $218,856 at 4% or $145,904 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $968,996 | $35,017 | $17,509iApproximate average salary by contribution assumption: employee only about $437,713 at 4% or $291,808 at 6%; with 50% employer match about $291,808 at 4% or $194,539 at 6%; with 100% employer match about $218,856 at 4% or $145,904 at 6%. |
| 2012 | 1 | 2 | $849,338 | $23,404 | $11,702iApproximate average salary by contribution assumption: employee only about $292,550 at 4% or $195,033 at 6%; with 50% employer match about $195,033 at 4% or $130,022 at 6%; with 100% employer match about $146,275 at 4% or $97,517 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $849,338 | $23,404 | $11,702iApproximate average salary by contribution assumption: employee only about $292,550 at 4% or $195,033 at 6%; with 50% employer match about $195,033 at 4% or $130,022 at 6%; with 100% employer match about $146,275 at 4% or $97,517 at 6%. |
| 2011 | 1 | 2 | $738,641 | $11,098 | $5,549iApproximate average salary by contribution assumption: employee only about $138,725 at 4% or $92,483 at 6%; with 50% employer match about $92,483 at 4% or $61,656 at 6%; with 100% employer match about $69,363 at 4% or $46,242 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $738,641 | $11,098 | $5,549iApproximate average salary by contribution assumption: employee only about $138,725 at 4% or $92,483 at 6%; with 50% employer match about $92,483 at 4% or $61,656 at 6%; with 100% employer match about $69,363 at 4% or $46,242 at 6%. |
| 2010 | 1 | 2 | $739,565 | $7,544 | $3,772iApproximate average salary by contribution assumption: employee only about $94,300 at 4% or $62,867 at 6%; with 50% employer match about $62,867 at 4% or $41,911 at 6%; with 100% employer match about $47,150 at 4% or $31,433 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $739,565 | $7,544 | $3,772iApproximate average salary by contribution assumption: employee only about $94,300 at 4% or $62,867 at 6%; with 50% employer match about $62,867 at 4% or $41,911 at 6%; with 100% employer match about $47,150 at 4% or $31,433 at 6%. |
| 2009 | 1 | 2 | $636,912 | $3,462 | $1,731iApproximate average salary by contribution assumption: employee only about $43,275 at 4% or $28,850 at 6%; with 50% employer match about $28,850 at 4% or $19,233 at 6%; with 100% employer match about $21,638 at 4% or $14,425 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $636,912 | $3,462 | $1,731iApproximate average salary by contribution assumption: employee only about $43,275 at 4% or $28,850 at 6%; with 50% employer match about $28,850 at 4% or $19,233 at 6%; with 100% employer match about $21,638 at 4% or $14,425 at 6%. |
| 2008 | 1 | 2 | $444,847 | $32,662 | $16,331iApproximate average salary by contribution assumption: employee only about $408,275 at 4% or $272,183 at 6%; with 50% employer match about $272,183 at 4% or $181,456 at 6%; with 100% employer match about $204,138 at 4% or $136,092 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $444,847 | $32,662 | $16,331iApproximate average salary by contribution assumption: employee only about $408,275 at 4% or $272,183 at 6%; with 50% employer match about $272,183 at 4% or $181,456 at 6%; with 100% employer match about $204,138 at 4% or $136,092 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Kathy Newman Inc Psp | - | 2 | - | - | - |
| 2005 | 1 | 2 | $212,321 | $57,560 | $28,780iApproximate average salary by contribution assumption: employee only about $719,500 at 4% or $479,667 at 6%; with 50% employer match about $479,667 at 4% or $319,778 at 6%; with 100% employer match about $359,750 at 4% or $239,833 at 6%. |
| Kathy Newman Inc Psp | - | 2 | $212,321 | $57,560 | $28,780iApproximate average salary by contribution assumption: employee only about $719,500 at 4% or $479,667 at 6%; with 50% employer match about $479,667 at 4% or $319,778 at 6%; with 100% employer match about $359,750 at 4% or $239,833 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| MONEY PURCHASE PENSION PLAN & TRUST OF KATHY NEWMAN, INC. | - | 0 | - | - | - |