# Kathy Newman, INC. DC Plan
Source: https://planprovider.pro/companies/kathy-newman-inc-841456705-001

> Kathy Newman, INC.'s DC plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Kathy Newman, INC.

- **Sponsor EIN:** 841456705

- **Sponsor Address:** 420 S MARION PARKWAY 1103, DENVER, CO, 80209

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 2

- **Total Assets:** $1.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|2|$1.5M|$0|$0|

| 2024|2|$1.4M|$0|$0|

| 2023|2|$1.4M|$16,069|$0|

| 2022|2|$1.3M|$10,366|$0|

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