Newage Industries, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Newage Industries, Inc. under EIN 23-1475225 and plan number 004. The latest loaded filing year is 2023. The filing reports 375 participants and $257,580,354 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
004
Plan type
2
Location
Southampton, PA
Latest filing year
2023
Participants
375
End-of-year plan assets
$257,580,354

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023375H, C20241014105655NAL0025984049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$257,580,354
Total liabilities (EOY)
$76,291,949
Net assets (EOY)
$181,288,405
Net assets (BOY)
$231,025,732

Income & contributions

Employer contributions
$2,166,956
Total contributions
$2,166,956
Total income / additions
-$40,033,697

Expenses & distributions

Benefits paid
$8,015,451
Administrative expenses
$96,679
Total expenses
$9,703,630
Net increase / (decrease)
-$49,737,327

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells FargoNONE$53,261not reported in the loaded dataset2023
VanguardNONE$40,693not reported in the loaded dataset2023

Related Form 5500 pages