Newton Tree Capital Inc. 401(K) Plan — Form 5500 plan (Newton Tree Capital Inc.)
Plain-English plan 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, Newton Tree Capital Inc. 401(K) Plan is a benefit plan reported by Newton Tree Capital Inc. under EIN 83-2781636 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $475,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newton Tree Capital Inc.
- EIN
- 83-2781636
- Plan number
- 001
- Plan type
- 2
- Location
- North Billerica, MA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $475,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240410183829NAL0026605729001 |
| 2023 | 3 | I | 20241028133404NAL0007797346001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $475,730
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $0
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $0
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.