New Generation Advisors LLC
Plan context: New Generation 401K Plan
EIN 26-2742011 • Manchester, MA • 17 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,370,173
2025 Contributions
$53,816
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| New Generation 401K Plan | - | 0 | $0 | - | - |
| 2024 | 1 | 5 | $1,370,173 | $0 | - |
| New Generation 401K Plan | - | 5 | $1,370,173 | - | - |
| 2023 | 1 | 9 | $2,419,023 | $53,816 | $5,980iApproximate average salary by contribution assumption: employee only about $149,489 at 4% or $99,659 at 6%; with 50% employer match about $99,659 at 4% or $66,440 at 6%; with 100% employer match about $74,744 at 4% or $49,830 at 6%. |
| New Generation 401K Plan | - | 9 | $2,419,023 | $53,816 | $5,980iApproximate average salary by contribution assumption: employee only about $149,489 at 4% or $99,659 at 6%; with 50% employer match about $99,659 at 4% or $66,440 at 6%; with 100% employer match about $74,744 at 4% or $49,830 at 6%. |
| 2022 | 1 | 12 | $2,352,986 | $76,582 | $6,382iApproximate average salary by contribution assumption: employee only about $159,546 at 4% or $106,364 at 6%; with 50% employer match about $106,364 at 4% or $70,909 at 6%; with 100% employer match about $79,773 at 4% or $53,182 at 6%. |
| New Generation 401K Plan | - | 12 | $2,352,986 | $76,582 | $6,382iApproximate average salary by contribution assumption: employee only about $159,546 at 4% or $106,364 at 6%; with 50% employer match about $106,364 at 4% or $70,909 at 6%; with 100% employer match about $79,773 at 4% or $53,182 at 6%. |
| 2021 | 1 | 12 | $2,655,885 | $159,796 | $13,316iApproximate average salary by contribution assumption: employee only about $332,908 at 4% or $221,939 at 6%; with 50% employer match about $221,939 at 4% or $147,959 at 6%; with 100% employer match about $166,454 at 4% or $110,969 at 6%. |
| New Generation 401K Plan | - | 12 | $2,655,885 | $159,796 | $13,316iApproximate average salary by contribution assumption: employee only about $332,908 at 4% or $221,939 at 6%; with 50% employer match about $221,939 at 4% or $147,959 at 6%; with 100% employer match about $166,454 at 4% or $110,969 at 6%. |
| 2020 | 1 | 17 | $4,301,490 | $271,208 | $15,953iApproximate average salary by contribution assumption: employee only about $398,835 at 4% or $265,890 at 6%; with 50% employer match about $265,890 at 4% or $177,260 at 6%; with 100% employer match about $199,418 at 4% or $132,945 at 6%. |
| New Generation 401K Plan | - | 17 | $4,301,490 | $271,208 | $15,953iApproximate average salary by contribution assumption: employee only about $398,835 at 4% or $265,890 at 6%; with 50% employer match about $265,890 at 4% or $177,260 at 6%; with 100% employer match about $199,418 at 4% or $132,945 at 6%. |
| 2019 | 1 | 19 | $4,223,924 | $376,429 | $19,812iApproximate average salary by contribution assumption: employee only about $495,301 at 4% or $330,201 at 6%; with 50% employer match about $330,201 at 4% or $220,134 at 6%; with 100% employer match about $247,651 at 4% or $165,100 at 6%. |
| New Generation 401K Plan | - | 19 | $4,223,924 | $376,429 | $19,812iApproximate average salary by contribution assumption: employee only about $495,301 at 4% or $330,201 at 6%; with 50% employer match about $330,201 at 4% or $220,134 at 6%; with 100% employer match about $247,651 at 4% or $165,100 at 6%. |
| 2018 | 1 | 21 | $3,291,422 | $369,485 | $17,595iApproximate average salary by contribution assumption: employee only about $439,863 at 4% or $293,242 at 6%; with 50% employer match about $293,242 at 4% or $195,495 at 6%; with 100% employer match about $219,932 at 4% or $146,621 at 6%. |
| New Generation 401K Plan | - | 21 | $3,291,422 | $369,485 | $17,595iApproximate average salary by contribution assumption: employee only about $439,863 at 4% or $293,242 at 6%; with 50% employer match about $293,242 at 4% or $195,495 at 6%; with 100% employer match about $219,932 at 4% or $146,621 at 6%. |
| 2017 | 1 | 20 | $3,715,027 | $427,243 | $21,362iApproximate average salary by contribution assumption: employee only about $534,054 at 4% or $356,036 at 6%; with 50% employer match about $356,036 at 4% or $237,357 at 6%; with 100% employer match about $267,027 at 4% or $178,018 at 6%. |
| New Generation 401K Plan | - | 20 | $3,715,027 | $427,243 | $21,362iApproximate average salary by contribution assumption: employee only about $534,054 at 4% or $356,036 at 6%; with 50% employer match about $356,036 at 4% or $237,357 at 6%; with 100% employer match about $267,027 at 4% or $178,018 at 6%. |
| 2016 | 1 | 20 | $3,525,134 | $395,724 | $19,786iApproximate average salary by contribution assumption: employee only about $494,655 at 4% or $329,770 at 6%; with 50% employer match about $329,770 at 4% or $219,847 at 6%; with 100% employer match about $247,328 at 4% or $164,885 at 6%. |
| New Generation 401K Plan | - | 20 | $3,525,134 | $395,724 | $19,786iApproximate average salary by contribution assumption: employee only about $494,655 at 4% or $329,770 at 6%; with 50% employer match about $329,770 at 4% or $219,847 at 6%; with 100% employer match about $247,328 at 4% or $164,885 at 6%. |
| 2015 | 1 | 21 | $3,131,814 | $428,466 | $20,403iApproximate average salary by contribution assumption: employee only about $510,079 at 4% or $340,052 at 6%; with 50% employer match about $340,052 at 4% or $226,702 at 6%; with 100% employer match about $255,039 at 4% or $170,026 at 6%. |
| New Generation 401K Plan | - | 21 | $3,131,814 | $428,466 | $20,403iApproximate average salary by contribution assumption: employee only about $510,079 at 4% or $340,052 at 6%; with 50% employer match about $340,052 at 4% or $226,702 at 6%; with 100% employer match about $255,039 at 4% or $170,026 at 6%. |
| 2014 | 1 | 21 | $2,813,728 | $562,967 | $26,808iApproximate average salary by contribution assumption: employee only about $670,199 at 4% or $446,799 at 6%; with 50% employer match about $446,799 at 4% or $297,866 at 6%; with 100% employer match about $335,099 at 4% or $223,400 at 6%. |
| New Generation 401K Plan | - | 21 | $2,813,728 | $562,967 | $26,808iApproximate average salary by contribution assumption: employee only about $670,199 at 4% or $446,799 at 6%; with 50% employer match about $446,799 at 4% or $297,866 at 6%; with 100% employer match about $335,099 at 4% or $223,400 at 6%. |
| 2013 | 1 | 21 | $2,172,397 | $357,406 | $17,019iApproximate average salary by contribution assumption: employee only about $425,483 at 4% or $283,656 at 6%; with 50% employer match about $283,656 at 4% or $189,104 at 6%; with 100% employer match about $212,742 at 4% or $141,828 at 6%. |
| New Generation 401K Plan | - | 21 | $2,172,397 | $357,406 | $17,019iApproximate average salary by contribution assumption: employee only about $425,483 at 4% or $283,656 at 6%; with 50% employer match about $283,656 at 4% or $189,104 at 6%; with 100% employer match about $212,742 at 4% or $141,828 at 6%. |
| 2012 | 1 | 23 | $1,687,137 | $341,128 | $14,832iApproximate average salary by contribution assumption: employee only about $370,791 at 4% or $247,194 at 6%; with 50% employer match about $247,194 at 4% or $164,796 at 6%; with 100% employer match about $185,396 at 4% or $123,597 at 6%. |
| New Generation 401K Plan | - | 23 | $1,687,137 | $341,128 | $14,832iApproximate average salary by contribution assumption: employee only about $370,791 at 4% or $247,194 at 6%; with 50% employer match about $247,194 at 4% or $164,796 at 6%; with 100% employer match about $185,396 at 4% or $123,597 at 6%. |
| 2011 | 1 | 22 | $1,176,229 | $352,650 | $16,030iApproximate average salary by contribution assumption: employee only about $400,739 at 4% or $267,159 at 6%; with 50% employer match about $267,159 at 4% or $178,106 at 6%; with 100% employer match about $200,369 at 4% or $133,580 at 6%. |
| New Generation 401K Plan | - | 22 | $1,176,229 | $352,650 | $16,030iApproximate average salary by contribution assumption: employee only about $400,739 at 4% or $267,159 at 6%; with 50% employer match about $267,159 at 4% or $178,106 at 6%; with 100% employer match about $200,369 at 4% or $133,580 at 6%. |
| 2010 | 1 | 21 | $906,472 | $427,373 | $20,351iApproximate average salary by contribution assumption: employee only about $508,777 at 4% or $339,185 at 6%; with 50% employer match about $339,185 at 4% or $226,123 at 6%; with 100% employer match about $254,389 at 4% or $169,592 at 6%. |
| New Generation 401K Plan | - | 21 | $906,472 | $427,373 | $20,351iApproximate average salary by contribution assumption: employee only about $508,777 at 4% or $339,185 at 6%; with 50% employer match about $339,185 at 4% or $226,123 at 6%; with 100% employer match about $254,389 at 4% or $169,592 at 6%. |
| 2009 | 1 | 22 | $387,635 | $326,149 | $14,825iApproximate average salary by contribution assumption: employee only about $370,624 at 4% or $247,083 at 6%; with 50% employer match about $247,083 at 4% or $164,722 at 6%; with 100% employer match about $185,312 at 4% or $123,541 at 6%. |
| New Generation 401K Plan | - | 22 | $387,635 | $326,149 | $14,825iApproximate average salary by contribution assumption: employee only about $370,624 at 4% or $247,083 at 6%; with 50% employer match about $247,083 at 4% or $164,722 at 6%; with 100% employer match about $185,312 at 4% or $123,541 at 6%. |