Plan5500

New Avenues To Independence, Inc. Retirement Plan — Form 5500 plan (New Avenues To Independence, 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, New Avenues To Independence, Inc. Retirement Plan is a benefit plan reported by New Avenues To Independence, Inc. under EIN 34-0871661 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $2,609,468 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Avenues To Independence, Inc.
EIN
34-0871661
Plan number
001
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
264
End-of-year plan assets
$2,609,468

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023264H, C20241015100932NAL0016117523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,609,468
Total liabilities (EOY)
$0
Net assets (EOY)
$2,609,468
Net assets (BOY)
$2,193,608

Income & contributions

Employer contributions
$55,850
Participant contributions
$186,246
Total contributions
$242,096
Total income / additions
$621,324

Expenses & distributions

Benefits paid
$187,630
Administrative expenses
$17,834
Total expenses
$205,464
Net increase / (decrease)
$415,860

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe PriceRECORDKEEPER$14,334not reported in the loaded dataset2023
Omega Pensions, IncRECORDKEEPER$3,500not reported in the loaded dataset2023
Mai Capital Management LLCADVISORnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages