2023 Form 5500 filing — New Avenues To Independence, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015100932NAL0016117523001) for New Avenues To Independence, Inc. Retirement Plan, reported by New Avenues To Independence, Inc. under EIN 34-0871661 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100932NAL0016117523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Avenues To Independence, Inc.
- EIN
- 34-0871661
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,609,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,609,468
- Employer contributions
- $55,850
- Participant contributions
- $186,246
- Total income / additions
- $621,324
- Benefits paid
- $187,630
- Administrative expenses
- $17,834
- Total expenses
- $205,464
- Net increase / (decrease)
- $415,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price | RECORDKEEPER | $14,334 | not reported in the loaded dataset |
| Omega Pensions, Inc | RECORDKEEPER | $3,500 | not reported in the loaded dataset |
| Mai Capital Management LLC | ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset |