New Age Investments
Plan context: New Age Investments 401(K) Plan
EIN 95-2668746 • 31 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
319
2024 Assets
$8,808,853
2024 Contributions
$779,728
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 319 | $8,808,853 | $779,728 | $2,444iApproximate average salary by contribution assumption: employee only about $61,107 at 4% or $40,738 at 6%; with 50% employer match about $40,738 at 4% or $27,159 at 6%; with 100% employer match about $30,554 at 4% or $20,369 at 6%. |
| New Age Investments 401(K) Plan | - | 319 | $8,808,853 | $779,728 | $2,444iApproximate average salary by contribution assumption: employee only about $61,107 at 4% or $40,738 at 6%; with 50% employer match about $40,738 at 4% or $27,159 at 6%; with 100% employer match about $30,554 at 4% or $20,369 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 244 | - | - | - |
| 2023 | 2 | 416 | $8,550,836 | $971,155 | $2,335iApproximate average salary by contribution assumption: employee only about $58,363 at 4% or $38,908 at 6%; with 50% employer match about $38,908 at 4% or $25,939 at 6%; with 100% employer match about $29,181 at 4% or $19,454 at 6%. |
| New Age Investments 401(K) Plan | - | 416 | $8,550,836 | $971,155 | $2,335iApproximate average salary by contribution assumption: employee only about $58,363 at 4% or $38,908 at 6%; with 50% employer match about $38,908 at 4% or $25,939 at 6%; with 100% employer match about $29,181 at 4% or $19,454 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 288 | - | - | - |
| 2022 | 2 | 407 | $6,999,099 | $1,096,392 | $2,694iApproximate average salary by contribution assumption: employee only about $67,346 at 4% or $44,897 at 6%; with 50% employer match about $44,897 at 4% or $29,932 at 6%; with 100% employer match about $33,673 at 4% or $22,449 at 6%. |
| New Age Investments 401(K) Plan | - | 407 | $6,999,099 | $1,096,392 | $2,694iApproximate average salary by contribution assumption: employee only about $67,346 at 4% or $44,897 at 6%; with 50% employer match about $44,897 at 4% or $29,932 at 6%; with 100% employer match about $33,673 at 4% or $22,449 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 362 | - | - | - |
| 2021 | 2 | 420 | $8,070,123 | $954,935 | $2,274iApproximate average salary by contribution assumption: employee only about $56,841 at 4% or $37,894 at 6%; with 50% employer match about $37,894 at 4% or $25,263 at 6%; with 100% employer match about $28,421 at 4% or $18,947 at 6%. |
| New Age Investments 401(K) Plan | - | 420 | $8,070,123 | $954,935 | $2,274iApproximate average salary by contribution assumption: employee only about $56,841 at 4% or $37,894 at 6%; with 50% employer match about $37,894 at 4% or $25,263 at 6%; with 100% employer match about $28,421 at 4% or $18,947 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 376 | - | - | - |
| 2020 | 2 | 309 | $6,703,634 | $563,975 | $1,825iApproximate average salary by contribution assumption: employee only about $45,629 at 4% or $30,419 at 6%; with 50% employer match about $30,419 at 4% or $20,280 at 6%; with 100% employer match about $22,815 at 4% or $15,210 at 6%. |
| New Age Investments 401(K) Plan | - | 309 | $6,703,634 | $563,975 | $1,825iApproximate average salary by contribution assumption: employee only about $45,629 at 4% or $30,419 at 6%; with 50% employer match about $30,419 at 4% or $20,280 at 6%; with 100% employer match about $22,815 at 4% or $15,210 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 307 | - | - | - |
| 2019 | 2 | 384 | $5,989,530 | $513,922 | $1,338iApproximate average salary by contribution assumption: employee only about $33,458 at 4% or $22,306 at 6%; with 50% employer match about $22,306 at 4% or $14,870 at 6%; with 100% employer match about $16,729 at 4% or $11,153 at 6%. |
| New Age Investments 401(K) Plan | - | 384 | $5,989,530 | $513,922 | $1,338iApproximate average salary by contribution assumption: employee only about $33,458 at 4% or $22,306 at 6%; with 50% employer match about $22,306 at 4% or $14,870 at 6%; with 100% employer match about $16,729 at 4% or $11,153 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 260 | - | - | - |
| 2018 | 2 | 306 | $4,909,359 | $430,929 | $1,408iApproximate average salary by contribution assumption: employee only about $35,207 at 4% or $23,471 at 6%; with 50% employer match about $23,471 at 4% or $15,647 at 6%; with 100% employer match about $17,603 at 4% or $11,736 at 6%. |
| New Age Investments 401(K) Plan | - | 306 | $4,909,359 | $430,929 | $1,408iApproximate average salary by contribution assumption: employee only about $35,207 at 4% or $23,471 at 6%; with 50% employer match about $23,471 at 4% or $15,647 at 6%; with 100% employer match about $17,603 at 4% or $11,736 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 295 | - | - | - |
| 2017 | 2 | 306 | $5,014,951 | $545,836 | $1,784iApproximate average salary by contribution assumption: employee only about $44,594 at 4% or $29,730 at 6%; with 50% employer match about $29,730 at 4% or $19,820 at 6%; with 100% employer match about $22,297 at 4% or $14,865 at 6%. |
| New Age Investments 401(K) Plan | - | 306 | $5,014,951 | $545,836 | $1,784iApproximate average salary by contribution assumption: employee only about $44,594 at 4% or $29,730 at 6%; with 50% employer match about $29,730 at 4% or $19,820 at 6%; with 100% employer match about $22,297 at 4% or $14,865 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 285 | - | - | - |
| 2016 | 2 | 381 | $4,045,270 | $460,415 | $1,208iApproximate average salary by contribution assumption: employee only about $30,211 at 4% or $20,141 at 6%; with 50% employer match about $20,141 at 4% or $13,427 at 6%; with 100% employer match about $15,105 at 4% or $10,070 at 6%. |
| New Age Investments 401(K) Plan | - | 381 | $4,045,270 | $460,415 | $1,208iApproximate average salary by contribution assumption: employee only about $30,211 at 4% or $20,141 at 6%; with 50% employer match about $20,141 at 4% or $13,427 at 6%; with 100% employer match about $15,105 at 4% or $10,070 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 345 | - | - | - |
| 2015 | 2 | 338 | $2,973,099 | $359,457 | $1,063iApproximate average salary by contribution assumption: employee only about $26,587 at 4% or $17,725 at 6%; with 50% employer match about $17,725 at 4% or $11,816 at 6%; with 100% employer match about $13,294 at 4% or $8,862 at 6%. |
| New Age Investments 401(K) Plan | - | 319 | $2,973,099 | $359,457 | $1,127iApproximate average salary by contribution assumption: employee only about $28,171 at 4% or $18,780 at 6%; with 50% employer match about $18,780 at 4% or $12,520 at 6%; with 100% employer match about $14,085 at 4% or $9,390 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 338 | - | - | - |
| 2014 | 2 | 307 | $2,769,505 | $316,733 | $1,032iApproximate average salary by contribution assumption: employee only about $25,793 at 4% or $17,195 at 6%; with 50% employer match about $17,195 at 4% or $11,463 at 6%; with 100% employer match about $12,896 at 4% or $8,598 at 6%. |
| New Age Investments 401(K) Plan | - | 258 | $2,769,505 | $316,733 | $1,228iApproximate average salary by contribution assumption: employee only about $30,691 at 4% or $20,461 at 6%; with 50% employer match about $20,461 at 4% or $13,641 at 6%; with 100% employer match about $15,346 at 4% or $10,230 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 307 | - | - | - |
| 2013 | 2 | 267 | $2,445,028 | $278,668 | $1,044iApproximate average salary by contribution assumption: employee only about $26,093 at 4% or $17,395 at 6%; with 50% employer match about $17,395 at 4% or $11,597 at 6%; with 100% employer match about $13,046 at 4% or $8,698 at 6%. |
| New Age Investments 401(K) Plan | - | 233 | $2,445,028 | $278,668 | $1,196iApproximate average salary by contribution assumption: employee only about $29,900 at 4% or $19,933 at 6%; with 50% employer match about $19,933 at 4% or $13,289 at 6%; with 100% employer match about $14,950 at 4% or $9,967 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 267 | - | - | - |
| 2012 | 2 | 230 | $1,892,910 | $215,200 | $936iApproximate average salary by contribution assumption: employee only about $23,391 at 4% or $15,594 at 6%; with 50% employer match about $15,594 at 4% or $10,396 at 6%; with 100% employer match about $11,696 at 4% or $7,797 at 6%. |
| New Age Investments 401(K) Plan | - | 230 | $1,892,910 | $215,200 | $936iApproximate average salary by contribution assumption: employee only about $23,391 at 4% or $15,594 at 6%; with 50% employer match about $15,594 at 4% or $10,396 at 6%; with 100% employer match about $11,696 at 4% or $7,797 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 157 | - | - | - |
| 2011 | 2 | 217 | $1,545,260 | $248,789 | $1,146iApproximate average salary by contribution assumption: employee only about $28,662 at 4% or $19,108 at 6%; with 50% employer match about $19,108 at 4% or $12,739 at 6%; with 100% employer match about $14,331 at 4% or $9,554 at 6%. |
| New Age Investments 401(K) Plan | - | 217 | $1,545,260 | $248,789 | $1,146iApproximate average salary by contribution assumption: employee only about $28,662 at 4% or $19,108 at 6%; with 50% employer match about $19,108 at 4% or $12,739 at 6%; with 100% employer match about $14,331 at 4% or $9,554 at 6%. |
| New Age Investments Inc. Welfare Benefits Plan | - | 176 | - | - | - |
| 2010 | 1 | 217 | $0 | $0 | - |
| New Age Investments Inc. Welfare Benefits Plan | - | 217 | - | - | - |
| 2008 | 1 | 124 | $0 | $0 | - |
| New Age Investments Inc. Welfare Benefits Plan | - | 124 | - | - | - |
| 2007 | 1 | 125 | $0 | $0 | - |
| New Age Investments Inc. Welfare Benefits Plan | - | 125 | - | - | - |