Civic Intelligence
Filing

Nea Consulting Retirement Trust

Nea Consulting • EIN 36-4468889 • Princeton, NJ • Plan year 2003

Company ProfileSource Archive
174 Nassau St 600Princeton, NJ 08542
Filing Insights

Participants

Flat

6 → 6

0 • 0.00%

Assets

Up

$0 → $214,317

$214,317

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$214,317

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024121$5,362,354$46,596$2,219iApproximate average salary by contribution assumption: employee only about $55,471 at 4% or $36,981 at 6%; with 50% employer match about $36,981 at 4% or $24,654 at 6%; with 100% employer match about $27,736 at 4% or $18,490 at 6%.
Nea Consulting Retirement Trust-21$5,362,354$46,596$2,219iApproximate average salary by contribution assumption: employee only about $55,471 at 4% or $36,981 at 6%; with 50% employer match about $36,981 at 4% or $24,654 at 6%; with 100% employer match about $27,736 at 4% or $18,490 at 6%.
2023121$4,141,786$58,903$2,805iApproximate average salary by contribution assumption: employee only about $70,123 at 4% or $46,748 at 6%; with 50% employer match about $46,748 at 4% or $31,166 at 6%; with 100% employer match about $35,061 at 4% or $23,374 at 6%.
Nea Consulting Retirement Trust-21$4,141,786$58,903$2,805iApproximate average salary by contribution assumption: employee only about $70,123 at 4% or $46,748 at 6%; with 50% employer match about $46,748 at 4% or $31,166 at 6%; with 100% employer match about $35,061 at 4% or $23,374 at 6%.
2022120$2,971,761$92,805$4,640iApproximate average salary by contribution assumption: employee only about $116,006 at 4% or $77,338 at 6%; with 50% employer match about $77,338 at 4% or $51,558 at 6%; with 100% employer match about $58,003 at 4% or $38,669 at 6%.
Nea Consulting Retirement Trust-20$2,971,761$92,805$4,640iApproximate average salary by contribution assumption: employee only about $116,006 at 4% or $77,338 at 6%; with 50% employer match about $77,338 at 4% or $51,558 at 6%; with 100% employer match about $58,003 at 4% or $38,669 at 6%.
2021120$4,251,901$145,366$7,268iApproximate average salary by contribution assumption: employee only about $181,708 at 4% or $121,138 at 6%; with 50% employer match about $121,138 at 4% or $80,759 at 6%; with 100% employer match about $90,854 at 4% or $60,569 at 6%.
Nea Consulting Retirement Trust-20$4,251,901$145,366$7,268iApproximate average salary by contribution assumption: employee only about $181,708 at 4% or $121,138 at 6%; with 50% employer match about $121,138 at 4% or $80,759 at 6%; with 100% employer match about $90,854 at 4% or $60,569 at 6%.
2020122$4,100,072$183,153$8,325iApproximate average salary by contribution assumption: employee only about $208,128 at 4% or $138,752 at 6%; with 50% employer match about $138,752 at 4% or $92,502 at 6%; with 100% employer match about $104,064 at 4% or $69,376 at 6%.
Nea Consulting Retirement Trust-22$4,100,072$183,153$8,325iApproximate average salary by contribution assumption: employee only about $208,128 at 4% or $138,752 at 6%; with 50% employer match about $138,752 at 4% or $92,502 at 6%; with 100% employer match about $104,064 at 4% or $69,376 at 6%.
2019123$2,881,826$121,505$5,283iApproximate average salary by contribution assumption: employee only about $132,071 at 4% or $88,047 at 6%; with 50% employer match about $88,047 at 4% or $58,698 at 6%; with 100% employer match about $66,035 at 4% or $44,024 at 6%.
Nea Consulting Retirement Trust-23$2,881,826$121,505$5,283iApproximate average salary by contribution assumption: employee only about $132,071 at 4% or $88,047 at 6%; with 50% employer match about $88,047 at 4% or $58,698 at 6%; with 100% employer match about $66,035 at 4% or $44,024 at 6%.
2017126$2,585,643$118,051$4,540iApproximate average salary by contribution assumption: employee only about $113,511 at 4% or $75,674 at 6%; with 50% employer match about $75,674 at 4% or $50,449 at 6%; with 100% employer match about $56,755 at 4% or $37,837 at 6%.
Nea Consulting Retirement Trust-26$2,585,643$118,051$4,540iApproximate average salary by contribution assumption: employee only about $113,511 at 4% or $75,674 at 6%; with 50% employer match about $75,674 at 4% or $50,449 at 6%; with 100% employer match about $56,755 at 4% or $37,837 at 6%.
2016125$2,206,140$167,015$6,681iApproximate average salary by contribution assumption: employee only about $167,015 at 4% or $111,343 at 6%; with 50% employer match about $111,343 at 4% or $74,229 at 6%; with 100% employer match about $83,508 at 4% or $55,672 at 6%.
Nea Consulting Retirement Trust-25$2,206,140$167,015$6,681iApproximate average salary by contribution assumption: employee only about $167,015 at 4% or $111,343 at 6%; with 50% employer match about $111,343 at 4% or $74,229 at 6%; with 100% employer match about $83,508 at 4% or $55,672 at 6%.
2015122$2,708,656$238,642$10,847iApproximate average salary by contribution assumption: employee only about $271,184 at 4% or $180,789 at 6%; with 50% employer match about $180,789 at 4% or $120,526 at 6%; with 100% employer match about $135,592 at 4% or $90,395 at 6%.
Nea Consulting Retirement Trust-22$2,708,656$238,642$10,847iApproximate average salary by contribution assumption: employee only about $271,184 at 4% or $180,789 at 6%; with 50% employer match about $180,789 at 4% or $120,526 at 6%; with 100% employer match about $135,592 at 4% or $90,395 at 6%.
2014123$4,348,671$331,275$14,403iApproximate average salary by contribution assumption: employee only about $360,082 at 4% or $240,054 at 6%; with 50% employer match about $240,054 at 4% or $160,036 at 6%; with 100% employer match about $180,041 at 4% or $120,027 at 6%.
Nea Consulting Retirement Trust-23$4,348,671$331,275$14,403iApproximate average salary by contribution assumption: employee only about $360,082 at 4% or $240,054 at 6%; with 50% employer match about $240,054 at 4% or $160,036 at 6%; with 100% employer match about $180,041 at 4% or $120,027 at 6%.
2013123$4,219,573$430,634$18,723iApproximate average salary by contribution assumption: employee only about $468,080 at 4% or $312,054 at 6%; with 50% employer match about $312,054 at 4% or $208,036 at 6%; with 100% employer match about $234,040 at 4% or $156,027 at 6%.
Nea Consulting Retirement Trust-23$4,219,573$430,634$18,723iApproximate average salary by contribution assumption: employee only about $468,080 at 4% or $312,054 at 6%; with 50% employer match about $312,054 at 4% or $208,036 at 6%; with 100% employer match about $234,040 at 4% or $156,027 at 6%.
2012128$3,592,135$454,016$16,215iApproximate average salary by contribution assumption: employee only about $405,371 at 4% or $270,248 at 6%; with 50% employer match about $270,248 at 4% or $180,165 at 6%; with 100% employer match about $202,686 at 4% or $135,124 at 6%.
Nea Consulting Retirement Trust-28$3,592,135$454,016$16,215iApproximate average salary by contribution assumption: employee only about $405,371 at 4% or $270,248 at 6%; with 50% employer match about $270,248 at 4% or $180,165 at 6%; with 100% employer match about $202,686 at 4% or $135,124 at 6%.
2011130$2,936,879$596,692$19,890iApproximate average salary by contribution assumption: employee only about $497,243 at 4% or $331,496 at 6%; with 50% employer match about $331,496 at 4% or $220,997 at 6%; with 100% employer match about $248,622 at 4% or $165,748 at 6%.
Nea Consulting Retirement Trust-30$2,936,879$596,692$19,890iApproximate average salary by contribution assumption: employee only about $497,243 at 4% or $331,496 at 6%; with 50% employer match about $331,496 at 4% or $220,997 at 6%; with 100% employer match about $248,622 at 4% or $165,748 at 6%.
2010138$3,084,007$541,981$14,263iApproximate average salary by contribution assumption: employee only about $356,566 at 4% or $237,711 at 6%; with 50% employer match about $237,711 at 4% or $158,474 at 6%; with 100% employer match about $178,283 at 4% or $118,855 at 6%.
Nea Consulting Retirement Trust-38$3,084,007$541,981$14,263iApproximate average salary by contribution assumption: employee only about $356,566 at 4% or $237,711 at 6%; with 50% employer match about $237,711 at 4% or $158,474 at 6%; with 100% employer match about $178,283 at 4% or $118,855 at 6%.
2009139$2,147,673$801,678$20,556iApproximate average salary by contribution assumption: employee only about $513,896 at 4% or $342,597 at 6%; with 50% employer match about $342,597 at 4% or $228,398 at 6%; with 100% employer match about $256,948 at 4% or $171,299 at 6%.
Nea Consulting Retirement Trust-39$2,147,673$801,678$20,556iApproximate average salary by contribution assumption: employee only about $513,896 at 4% or $342,597 at 6%; with 50% employer match about $342,597 at 4% or $228,398 at 6%; with 100% employer match about $256,948 at 4% or $171,299 at 6%.
2008138$1,261,980$362,841$9,548iApproximate average salary by contribution assumption: employee only about $238,711 at 4% or $159,141 at 6%; with 50% employer match about $159,141 at 4% or $106,094 at 6%; with 100% employer match about $119,356 at 4% or $79,570 at 6%.
Nea Consulting Retirement Trust-38$1,261,980$362,841$9,548iApproximate average salary by contribution assumption: employee only about $238,711 at 4% or $159,141 at 6%; with 50% employer match about $159,141 at 4% or $106,094 at 6%; with 100% employer match about $119,356 at 4% or $79,570 at 6%.
2007140$1,331,786$595,534$14,888iApproximate average salary by contribution assumption: employee only about $372,209 at 4% or $248,139 at 6%; with 50% employer match about $248,139 at 4% or $165,426 at 6%; with 100% employer match about $186,104 at 4% or $124,070 at 6%.
Nea Consulting Retirement Trust-40$1,331,786$595,534$14,888iApproximate average salary by contribution assumption: employee only about $372,209 at 4% or $248,139 at 6%; with 50% employer match about $248,139 at 4% or $165,426 at 6%; with 100% employer match about $186,104 at 4% or $124,070 at 6%.
2006129$1,370,921$370,957$12,792iApproximate average salary by contribution assumption: employee only about $319,791 at 4% or $213,194 at 6%; with 50% employer match about $213,194 at 4% or $142,129 at 6%; with 100% employer match about $159,895 at 4% or $106,597 at 6%.
Nea Consulting Retirement Trust-29$1,370,921$370,957$12,792iApproximate average salary by contribution assumption: employee only about $319,791 at 4% or $213,194 at 6%; with 50% employer match about $213,194 at 4% or $142,129 at 6%; with 100% employer match about $159,895 at 4% or $106,597 at 6%.
2005126$896,798$372,541$14,329iApproximate average salary by contribution assumption: employee only about $358,213 at 4% or $238,808 at 6%; with 50% employer match about $238,808 at 4% or $159,206 at 6%; with 100% employer match about $179,106 at 4% or $119,404 at 6%.
Nea Consulting Retirement Trust-26$896,798$372,541$14,329iApproximate average salary by contribution assumption: employee only about $358,213 at 4% or $238,808 at 6%; with 50% employer match about $238,808 at 4% or $159,206 at 6%; with 100% employer match about $179,106 at 4% or $119,404 at 6%.
2004111$483,836$277,642$25,240iApproximate average salary by contribution assumption: employee only about $631,005 at 4% or $420,670 at 6%; with 50% employer match about $420,670 at 4% or $280,446 at 6%; with 100% employer match about $315,502 at 4% or $210,335 at 6%.
Nea Consulting Retirement Trust-11$483,836$277,642$25,240iApproximate average salary by contribution assumption: employee only about $631,005 at 4% or $420,670 at 6%; with 50% employer match about $420,670 at 4% or $280,446 at 6%; with 100% employer match about $315,502 at 4% or $210,335 at 6%.
200316$214,317$156,496$26,083iApproximate average salary by contribution assumption: employee only about $652,067 at 4% or $434,711 at 6%; with 50% employer match about $434,711 at 4% or $289,807 at 6%; with 100% employer match about $326,033 at 4% or $217,356 at 6%.
Nea Consulting Retirement TrustCurrent6$214,317$156,496$26,083iApproximate average salary by contribution assumption: employee only about $652,067 at 4% or $434,711 at 6%; with 50% employer match about $434,711 at 4% or $289,807 at 6%; with 100% employer match about $326,033 at 4% or $217,356 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$214,317$214,317 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$214,317Increase +$214,317
Total liabilities$0$0No change $0
Net assets$0$214,317Increase +$214,317

Contributions

Employer contributions$88,496
Participant contributions$68,000
Other contributions$0

Income & Expenses

Total income$214,317
Total expenses$0
Net income$214,317
Source fields
Schedule I source fields
Filing Id
84037272138564
Schedule I EIN
36-4468889
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$0
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$0
Small plan total assets at end of year
$214,317
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$214,317
Small plan employer contributions
$88,496
Small plan participant contributions
$68,000
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$57,821
Small plan total income
$214,317
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$214,317
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0