Newage Industries, Inc. 401(K) Plan — Form 5500 plan (Newage Industries, Inc.)
Plain-English plan 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, Newage Industries, Inc. 401(K) Plan is a benefit plan reported by Newage Industries, Inc. under EIN 23-1475225 and plan number 003. The latest loaded filing year is 2023. The filing reports 335 participants and $18,550,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newage Industries, Inc.
- EIN
- 23-1475225
- Plan number
- 003
- Plan type
- 2
- Location
- Southampton, PA
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $18,550,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20241014085311NAL0025763233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,550,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,550,261
- Net assets (BOY)
- $17,294,769
Income & contributions
- Employer contributions
- $1,042,839
- Participant contributions
- $1,012,194
- Total contributions
- $2,072,176
- Total income / additions
- $4,811,474
Expenses & distributions
- Benefits paid
- $3,487,428
- Administrative expenses
- $62,152
- Total expenses
- $3,555,982
- Net increase / (decrease)
- $1,255,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $57,080 | $0 | 2023 |
| Cetera Advisors, LLC | ADVISOR | $0 | $40,995 | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMINISTRATOR | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newage Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Southampton, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Cetera Advisors, LLC — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation