Newtekone, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Newtekone, INC. (EIN 463755188)
  • Plan Type: 401(k)
  • Total Participants: 596
  • Total Assets: $41.6M
  • Sponsor State: NY

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024596$41.6M$470,459$4.0M
2023519$36.5M$379,759$3.6M
2022487$28.2M$286,857$3.2M

Service Providers

  • UHY LLP — Accountant / Independent Qualified Public Accountant

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