Civic Intelligence

NEWRETIREMENT, INC.

Plan context: NEWRETIREMENT 401(K) PLAN

EIN 45-4246688 • Mill Valley, CA • 4 filings • 1 plans

1 Belvedere Pl Ste 200Mill Valley, CA 94941
Current Snapshot

Latest Year

2025

2025 Participants

46

2025 Assets

$3,331,605

2025 Contributions

$1,106,547

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,331,605$1,665,803$0202220242025YearValue
$3,331,605Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

48240202220242025YearValue
46Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025146$3,331,605$1,106,547$24,055iApproximate average salary by contribution assumption: employee only about $601,384 at 4% or $400,923 at 6%; with 50% employer match about $400,923 at 4% or $267,282 at 6%; with 100% employer match about $300,692 at 4% or $200,461 at 6%.
NEWRETIREMENT 401(K) PLAN-46$3,331,605$1,106,547$24,055iApproximate average salary by contribution assumption: employee only about $601,384 at 4% or $400,923 at 6%; with 50% employer match about $400,923 at 4% or $267,282 at 6%; with 100% employer match about $300,692 at 4% or $200,461 at 6%.
2024148$2,221,371$1,275,190$26,566iApproximate average salary by contribution assumption: employee only about $664,161 at 4% or $442,774 at 6%; with 50% employer match about $442,774 at 4% or $295,183 at 6%; with 100% employer match about $332,081 at 4% or $221,387 at 6%.
NEWRETIREMENT 401(K) PLAN-48$2,221,371$1,275,190$26,566iApproximate average salary by contribution assumption: employee only about $664,161 at 4% or $442,774 at 6%; with 50% employer match about $442,774 at 4% or $295,183 at 6%; with 100% employer match about $332,081 at 4% or $221,387 at 6%.
2023129$833,780$393,325$13,563iApproximate average salary by contribution assumption: employee only about $339,073 at 4% or $226,049 at 6%; with 50% employer match about $226,049 at 4% or $150,699 at 6%; with 100% employer match about $169,537 at 4% or $113,024 at 6%.
NEWRETIREMENT 401(K) PLAN-29$833,780$393,325$13,563iApproximate average salary by contribution assumption: employee only about $339,073 at 4% or $226,049 at 6%; with 50% employer match about $226,049 at 4% or $150,699 at 6%; with 100% employer match about $169,537 at 4% or $113,024 at 6%.
2022118$380,832$391,386$21,744iApproximate average salary by contribution assumption: employee only about $543,592 at 4% or $362,394 at 6%; with 50% employer match about $362,394 at 4% or $241,596 at 6%; with 100% employer match about $271,796 at 4% or $181,197 at 6%.
NEWRETIREMENT 401(K) PLAN-18$380,832$391,386$21,744iApproximate average salary by contribution assumption: employee only about $543,592 at 4% or $362,394 at 6%; with 50% employer match about $362,394 at 4% or $241,596 at 6%; with 100% employer match about $271,796 at 4% or $181,197 at 6%.