New Avenues To Independence, Inc. — 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 Avenues To Independence, Inc. (EIN 34-0871661) is a plan sponsor located in Cleveland, OH 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
34-0871661
Location
Cleveland, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,609,468
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$2,609,468

Contributions & income

Employer contributions
$55,850
Participant contributions
$186,246
Total income / additions
$621,324

Expenses & distributions

Benefits paid / distributions
$187,630
Total expenses
$205,464
Net increase / (decrease)
$415,860

Coverage

Total reported participants
388
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

New Avenues To Independence, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
New Avenues To Independence, Inc. Retirement Plan001264$2,609,4682023
New Avenues To Independence, Inc. Health And Welfare Benefit Plan505124not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for New Avenues To Independence, Inc.
YearPlanParticipantsSchedulesFiling
2023New Avenues To Independence, Inc. Health And Welfare Benefit Plan12420240130170642NAL0028212672001
2023New Avenues To Independence, Inc. Retirement Plan264H, C20241015100932NAL0016117523001

Related Form 5500 pages