New Genesis Advisors Inc.
Plan context: New Genesis Advisors Inc. Retirement Plan
EIN 83-1990597 • 5 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
1
2022 Assets
$138,884
2022 Contributions
$250,000
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 1 | $138,884 | $0 | - |
| New Genesis Advisors Inc. Retirement Plan | - | 1 | $138,884 | - | - |
| 2021 | 1 | 1 | $166,331 | $0 | - |
| New Genesis Advisors Inc. Retirement Plan | - | 1 | $166,331 | - | - |
| 2020 | 1 | 1 | $170,137 | $0 | - |
| New Genesis Advisors Inc. Retirement Plan | - | 1 | $170,137 | - | - |
| 2019 | 1 | 1 | $169,972 | $0 | - |
| New Genesis Advisors Inc. Retirement Plan | - | 1 | $169,972 | - | - |
| 2018 | 1 | 1 | $225,499 | $250,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| New Genesis Advisors Inc. Retirement Plan | - | 1 | $225,499 | $250,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |