How many benefit plans does New Haven Legal Assistance report on Form 5500?

New Haven Legal Assistance (EIN 06-0793269) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for New Haven Legal Assistance?

The Employer Identification Number (EIN) reported for New Haven Legal Assistance is 06-0793269.

What is the latest Form 5500 filing year for New Haven Legal Assistance?

The latest loaded Form 5500 filing year for New Haven Legal Assistance is 2023.

New Haven Legal Assistance — 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, New Haven Legal Assistance (EIN 06-0793269) is a plan sponsor located in New Haven, CT 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: 06-0793269
Location: New Haven, CT
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for New Haven Legal Assistance

2 loaded plans hold $11.8M in reported assets.
The largest, New Haven Legal Assistance Tax Sheltered Annuity Plan, holds 52% of this company's reported plan assets.
Plans cover 125 reported participants.
2 of 2 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.8MSummed across loaded plans$11,828,699

Total reported assets$11.8M$11,828,699

Total reported participants125

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.8M total assets

Net assets$11.8MLiabilities$0

Contributions & income

Employer contributions$261.7K

Participant contributions$316.9K

Total income / additions$2.6M

Expenses & distributions

Benefits paid / distributions$228.7K

Total expenses$242.8K

Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements2 / 2 (100%)

Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets52%New Haven Legal Assistance Tax Sheltered Annuity Plan

Participants per plan63Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
New Haven Legal Assistance Tax Sheltered Annuity Plan$6.2M
Plan #002 · 63 participants · 2023
2
New Haven Legal Assistance Money Purchase Plan$5.6M
Plan #001 · 62 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for New Haven Legal Assistance. Open one for its full reported snapshot.

2023
New Haven Legal Assistance Money Purchase Plan62 participants · 2Sch I
View filing →
2023
New Haven Legal Assistance Tax Sheltered Annuity Plan63 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does New Haven Legal Assistance report on Form 5500?: New Haven Legal Assistance (EIN 06-0793269) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for New Haven Legal Assistance?: The Employer Identification Number (EIN) reported for New Haven Legal Assistance is 06-0793269.
What is the latest Form 5500 filing year for New Haven Legal Assistance?: The latest loaded Form 5500 filing year for New Haven Legal Assistance is 2023.