How many benefit plans does New Age Investments report on Form 5500?

New Age Investments (EIN 95-2668746) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for New Age Investments?

The Employer Identification Number (EIN) reported for New Age Investments is 95-2668746.

What is the latest Form 5500 filing year for New Age Investments?

The latest loaded Form 5500 filing year for New Age Investments is 2023.

New Age Investments — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 95-2668746) is a plan sponsor located in Montclair, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 95-2668746
Location: Montclair, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $8,550,836
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $8,550,836

Contributions & income

Employer contributions: $17,820
Participant contributions: $865,514
Total income / additions: $2,293,153

Expenses & distributions

Benefits paid / distributions: $725,396
Total expenses: $741,416
Net increase / (decrease): $1,551,737

Coverage

Total reported participants: 869
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

New Age Investments plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
New Age Investments 401(K) Plan	001	505	$8,550,836	2023
New Age Investments, Inc. Welfare Benefits Plan	501	364	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for New Age Investments
Year	Plan	Participants	Schedules	Filing
2023	New Age Investments 401(K) Plan	505	H, C	20241011171123NAL0039603696001
2023	New Age Investments, Inc. Welfare Benefits Plan	364	—	20241028133137NAL0006071152001