How many benefit plans does Newmeyer & Dillion, Llp report on Form 5500?

Newmeyer & Dillion, Llp (EIN 33-0051418) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Newmeyer & Dillion, Llp?

The Employer Identification Number (EIN) reported for Newmeyer & Dillion, Llp is 33-0051418.

What is the latest Form 5500 filing year for Newmeyer & Dillion, Llp?

The latest loaded Form 5500 filing year for Newmeyer & Dillion, Llp is 2023.

Newmeyer & Dillion, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Newmeyer & Dillion, Llp (EIN 33-0051418) is a plan sponsor located in Newport Beach, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 33-0051418
Location: Newport Beach, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $40,139,188
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $40,139,188

Contributions & income

Employer contributions: $1,181,633
Participant contributions: $744,019
Total income / additions: $6,511,653

Expenses & distributions

Benefits paid / distributions: $706,057
Total expenses: $875,697
Net increase / (decrease): $5,635,956

Coverage

Total reported participants: 238
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Newmeyer & Dillion, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Newmeyer & Dillion Employee 401(K) Savings Plan	002	134	$40,139,188	2023
Newmeyer & Dillion, Llp Health And Welfare Plan	502	104	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Newmeyer & Dillion, Llp
Year	Plan	Participants	Schedules	Filing
2023	Newmeyer & Dillion, Llp Health And Welfare Plan	104	—	20240423112911NAL0015043712001
2023	Newmeyer & Dillion Employee 401(K) Savings Plan	134	H, C	20241011082611NAL0010730067001