New Age Investments 401(K) Plan — Form 5500 plan (New Age Investments)
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 Age Investments 401(K) Plan is a benefit plan reported by New Age Investments under EIN 95-2668746 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $8,550,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Age Investments
- EIN
- 95-2668746
- Plan number
- 001
- Plan type
- 3
- Location
- Montclair, CA
- Latest filing year
- 2023
- Participants
- 505
- End-of-year plan assets
- $8,550,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 505 | H, C | 20241011171123NAL0039603696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,550,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,550,836
- Net assets (BOY)
- $6,999,099
Income & contributions
- Employer contributions
- $17,820
- Participant contributions
- $865,514
- Total contributions
- $971,155
- Total income / additions
- $2,293,153
Expenses & distributions
- Benefits paid
- $725,396
- Administrative expenses
- $6,125
- Total expenses
- $741,416
- Net increase / (decrease)
- $1,551,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $6,125 | $0 | 2023 |