Civic Intelligence

Newalliance Foundation Inc.

Plan context: Newalliance Foundation Inc. 403(B) Retirement Plan

EIN 56-2453619 • New Haven, CT • 14 filings • 1 plans

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195 Church Street 7th FloorNew Haven, CT 06510
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$474,352

2024 Contributions

$44,385

Historical Graphs

Total Assets Over Time

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

$665,531$332,766$0201120182024YearValue
$474,352Latest year 2024

Participants Over Time

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

420201120182024YearValue
4Latest year 2024

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
202414$474,352$44,385$11,096iApproximate average salary by contribution assumption: employee only about $277,406 at 4% or $184,938 at 6%; with 50% employer match about $184,938 at 4% or $123,292 at 6%; with 100% employer match about $138,703 at 4% or $92,469 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-4$474,352$44,385$11,096iApproximate average salary by contribution assumption: employee only about $277,406 at 4% or $184,938 at 6%; with 50% employer match about $184,938 at 4% or $123,292 at 6%; with 100% employer match about $138,703 at 4% or $92,469 at 6%.
202314$397,571$44,158$11,040iApproximate average salary by contribution assumption: employee only about $275,988 at 4% or $183,992 at 6%; with 50% employer match about $183,992 at 4% or $122,661 at 6%; with 100% employer match about $137,994 at 4% or $91,996 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-4$397,571$44,158$11,040iApproximate average salary by contribution assumption: employee only about $275,988 at 4% or $183,992 at 6%; with 50% employer match about $183,992 at 4% or $122,661 at 6%; with 100% employer match about $137,994 at 4% or $91,996 at 6%.
202213$646,601$62,637$20,879iApproximate average salary by contribution assumption: employee only about $521,975 at 4% or $347,983 at 6%; with 50% employer match about $347,983 at 4% or $231,989 at 6%; with 100% employer match about $260,988 at 4% or $173,992 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-3$646,601$62,637$20,879iApproximate average salary by contribution assumption: employee only about $521,975 at 4% or $347,983 at 6%; with 50% employer match about $347,983 at 4% or $231,989 at 6%; with 100% employer match about $260,988 at 4% or $173,992 at 6%.
202113$665,531$57,132$19,044iApproximate average salary by contribution assumption: employee only about $476,100 at 4% or $317,400 at 6%; with 50% employer match about $317,400 at 4% or $211,600 at 6%; with 100% employer match about $238,050 at 4% or $158,700 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-3$665,531$57,132$19,044iApproximate average salary by contribution assumption: employee only about $476,100 at 4% or $317,400 at 6%; with 50% employer match about $317,400 at 4% or $211,600 at 6%; with 100% employer match about $238,050 at 4% or $158,700 at 6%.
202013$551,757$53,381$17,794iApproximate average salary by contribution assumption: employee only about $444,842 at 4% or $296,561 at 6%; with 50% employer match about $296,561 at 4% or $197,707 at 6%; with 100% employer match about $222,421 at 4% or $148,281 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-3$551,757$53,381$17,794iApproximate average salary by contribution assumption: employee only about $444,842 at 4% or $296,561 at 6%; with 50% employer match about $296,561 at 4% or $197,707 at 6%; with 100% employer match about $222,421 at 4% or $148,281 at 6%.
201913$443,382$49,218$16,406iApproximate average salary by contribution assumption: employee only about $410,150 at 4% or $273,433 at 6%; with 50% employer match about $273,433 at 4% or $182,289 at 6%; with 100% employer match about $205,075 at 4% or $136,717 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-3$443,382$49,218$16,406iApproximate average salary by contribution assumption: employee only about $410,150 at 4% or $273,433 at 6%; with 50% employer match about $273,433 at 4% or $182,289 at 6%; with 100% employer match about $205,075 at 4% or $136,717 at 6%.
201813$342,782$46,169$15,390iApproximate average salary by contribution assumption: employee only about $384,742 at 4% or $256,494 at 6%; with 50% employer match about $256,494 at 4% or $170,996 at 6%; with 100% employer match about $192,371 at 4% or $128,247 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-3$342,782$46,169$15,390iApproximate average salary by contribution assumption: employee only about $384,742 at 4% or $256,494 at 6%; with 50% employer match about $256,494 at 4% or $170,996 at 6%; with 100% employer match about $192,371 at 4% or $128,247 at 6%.
201713$313,208$42,802$14,267iApproximate average salary by contribution assumption: employee only about $356,683 at 4% or $237,789 at 6%; with 50% employer match about $237,789 at 4% or $158,526 at 6%; with 100% employer match about $178,342 at 4% or $118,894 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-3$313,208$42,802$14,267iApproximate average salary by contribution assumption: employee only about $356,683 at 4% or $237,789 at 6%; with 50% employer match about $237,789 at 4% or $158,526 at 6%; with 100% employer match about $178,342 at 4% or $118,894 at 6%.
201613$241,445$41,783$13,928iApproximate average salary by contribution assumption: employee only about $348,192 at 4% or $232,128 at 6%; with 50% employer match about $232,128 at 4% or $154,752 at 6%; with 100% employer match about $174,096 at 4% or $116,064 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-3$241,445$41,783$13,928iApproximate average salary by contribution assumption: employee only about $348,192 at 4% or $232,128 at 6%; with 50% employer match about $232,128 at 4% or $154,752 at 6%; with 100% employer match about $174,096 at 4% or $116,064 at 6%.
201513$188,845$41,163$13,721iApproximate average salary by contribution assumption: employee only about $343,025 at 4% or $228,683 at 6%; with 50% employer match about $228,683 at 4% or $152,456 at 6%; with 100% employer match about $171,513 at 4% or $114,342 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-3$188,845$41,163$13,721iApproximate average salary by contribution assumption: employee only about $343,025 at 4% or $228,683 at 6%; with 50% employer match about $228,683 at 4% or $152,456 at 6%; with 100% employer match about $171,513 at 4% or $114,342 at 6%.
201412$147,939$39,064$19,532iApproximate average salary by contribution assumption: employee only about $488,300 at 4% or $325,533 at 6%; with 50% employer match about $325,533 at 4% or $217,022 at 6%; with 100% employer match about $244,150 at 4% or $162,767 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-2$147,939$39,064$19,532iApproximate average salary by contribution assumption: employee only about $488,300 at 4% or $325,533 at 6%; with 50% employer match about $325,533 at 4% or $217,022 at 6%; with 100% employer match about $244,150 at 4% or $162,767 at 6%.
201312$104,132$40,959$20,480iApproximate average salary by contribution assumption: employee only about $511,988 at 4% or $341,325 at 6%; with 50% employer match about $341,325 at 4% or $227,550 at 6%; with 100% employer match about $255,994 at 4% or $170,663 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-2$104,132$40,959$20,480iApproximate average salary by contribution assumption: employee only about $511,988 at 4% or $341,325 at 6%; with 50% employer match about $341,325 at 4% or $227,550 at 6%; with 100% employer match about $255,994 at 4% or $170,663 at 6%.
201212$54,660$40,753$20,377iApproximate average salary by contribution assumption: employee only about $509,413 at 4% or $339,608 at 6%; with 50% employer match about $339,608 at 4% or $226,406 at 6%; with 100% employer match about $254,706 at 4% or $169,804 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-2$54,660$40,753$20,377iApproximate average salary by contribution assumption: employee only about $509,413 at 4% or $339,608 at 6%; with 50% employer match about $339,608 at 4% or $226,406 at 6%; with 100% employer match about $254,706 at 4% or $169,804 at 6%.
201112$11,375$11,339$5,670iApproximate average salary by contribution assumption: employee only about $141,738 at 4% or $94,492 at 6%; with 50% employer match about $94,492 at 4% or $62,994 at 6%; with 100% employer match about $70,869 at 4% or $47,246 at 6%.
Newalliance Foundation Inc. 403(B) Retirement Plan-2$11,375$11,339$5,670iApproximate average salary by contribution assumption: employee only about $141,738 at 4% or $94,492 at 6%; with 50% employer match about $94,492 at 4% or $62,994 at 6%; with 100% employer match about $70,869 at 4% or $47,246 at 6%.