?>
Logo

NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 401k Plan overview

Plan NameNEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN
Plan identification number 001

NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NEW AVENUES TO INDEPENDENCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEW AVENUES TO INDEPENDENCE, INC.
Employer identification number (EIN):340871661
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about NEW AVENUES TO INDEPENDENCE, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1956-01-23
Company Identification Number: 252507
Legal Registered Office Address: 17608 EUCLID AVE
-
CLEVELAND
United States of America (USA)
44113

More information about NEW AVENUES TO INDEPENDENCE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATHLEEN GUSTAFSON
0012017-01-01KATHLEEN GUSTAFSON
0012016-01-01KATHLEEN GUSTAFSON
0012015-01-01MARC RUBINSTEIN
0012014-01-01KATHLEEN GUSTAFSON
0012013-01-01DAVID CARR
0012012-01-01DAVID CARR DAVID CARR2013-10-15
0012011-01-01DAVID CARR
0012009-01-01DAVID CARR

Plan Statistics for NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN

401k plan membership statisitcs for NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN

Measure Date Value
2022: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01278
Total number of active participants reported on line 7a of the Form 55002022-01-01199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01264
Number of participants with account balances2022-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01302
Total number of active participants reported on line 7a of the Form 55002021-01-01233
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01288
Number of participants with account balances2021-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01419
Total number of active participants reported on line 7a of the Form 55002020-01-01247
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01302
Number of participants with account balances2020-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0146
2019: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01514
Total number of active participants reported on line 7a of the Form 55002019-01-01303
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01111
Total of all active and inactive participants2019-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01419
Number of participants with account balances2019-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01122
2018: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01562
Total number of active participants reported on line 7a of the Form 55002018-01-01392
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01114
Total of all active and inactive participants2018-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01514
Number of participants with account balances2018-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0159
2017: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01593
Total number of active participants reported on line 7a of the Form 55002017-01-01405
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01157
Total of all active and inactive participants2017-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01562
Number of participants with account balances2017-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0156
2016: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01587
Total number of active participants reported on line 7a of the Form 55002016-01-01562
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01593
Number of participants with account balances2016-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0173
2015: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01521
Total number of active participants reported on line 7a of the Form 55002015-01-01526
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01583
Number of participants with account balances2015-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0172
2014: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01499
Total number of active participants reported on line 7a of the Form 55002014-01-01463
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01516
Number of participants with account balances2014-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0175
2013: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01498
Total number of active participants reported on line 7a of the Form 55002013-01-01477
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01516
Number of participants with account balances2013-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0146
2012: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01381
Total number of active participants reported on line 7a of the Form 55002012-01-01448
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01498
Number of participants with account balances2012-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01423
Total number of active participants reported on line 7a of the Form 55002011-01-01364
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01381
Number of participants with account balances2011-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01373
Total number of active participants reported on line 7a of the Form 55002009-01-01359
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01377
Number of participants with account balances2009-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN

Measure Date Value
2022 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-297,650
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$389,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$370,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$181,824
Value of total assets at end of year2022-12-31$2,193,608
Value of total assets at beginning of year2022-12-31$2,880,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,438
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$203,590
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$203,590
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$179,242
Participant contributions at end of year2022-12-31$5,713
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-687,138
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,193,608
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,880,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,185,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,880,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-683,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,582
Employer contributions (assets) at end of year2022-12-31$2,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$370,050
Contract administrator fees2022-12-31$19,438
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31D'AMICO WAWRIN & COMPANY CPAS LLC
Accountancy firm EIN2022-12-31821844788
2021 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$634,104
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$256,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$238,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$283,831
Value of total assets at end of year2021-12-31$2,880,746
Value of total assets at beginning of year2021-12-31$2,503,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,607
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$221,883
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$221,883
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$210,834
Participant contributions at beginning of year2021-12-31$8,480
Total non interest bearing cash at beginning of year2021-12-31$1,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$377,543
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,880,746
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,503,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,880,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,489,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$128,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$72,997
Employer contributions (assets) at beginning of year2021-12-31$4,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$238,954
Contract administrator fees2021-12-31$17,607
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31D'AMICO WAWRIN & COMPANY CPAS LLC
Accountancy firm EIN2021-12-31821844788
2020 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,070,872
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$504,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$474,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$330,858
Value of total assets at end of year2020-12-31$2,503,203
Value of total assets at beginning of year2020-12-31$1,936,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,723
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$128,384
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$128,384
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$229,720
Participant contributions at end of year2020-12-31$8,480
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,313
Total non interest bearing cash at end of year2020-12-31$1,535
Total non interest bearing cash at beginning of year2020-12-31$16,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$566,588
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,503,203
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,936,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,489,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,919,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$611,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$93,825
Employer contributions (assets) at end of year2020-12-31$4,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$474,561
Contract administrator fees2020-12-31$29,723
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2020-12-31821844788
2019 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$653,809
Total income from all sources (including contributions)2019-12-31$653,809
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$575,797
Total of all expenses incurred2019-12-31$575,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$531,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$531,152
Value of total corrective distributions2019-12-31$789
Value of total corrective distributions2019-12-31$789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$304,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$304,875
Value of total assets at end of year2019-12-31$1,936,615
Value of total assets at beginning of year2019-12-31$1,858,603
Value of total assets at beginning of year2019-12-31$1,858,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,856
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$137,760
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$137,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$137,760
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$137,760
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$221,081
Contributions received from participants2019-12-31$221,081
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,233
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,233
Total non interest bearing cash at end of year2019-12-31$16,940
Total non interest bearing cash at beginning of year2019-12-31$12,779
Total non interest bearing cash at beginning of year2019-12-31$12,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$78,012
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,936,615
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,858,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,903
Investment advisory and management fees2019-12-31$9,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,919,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,845,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,845,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$211,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$211,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$82,561
Contributions received in cash from employer2019-12-31$82,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$531,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$531,152
Contract administrator fees2019-12-31$33,953
Contract administrator fees2019-12-31$33,953
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm name2019-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2019-12-31821844788
Accountancy firm EIN2019-12-31821844788
2018 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$206,668
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$484,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$437,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$322,018
Value of total assets at end of year2018-12-31$1,858,603
Value of total assets at beginning of year2018-12-31$2,136,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,409
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$118,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$118,775
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$223,957
Other income not declared elsewhere2018-12-31$9,801
Total non interest bearing cash at end of year2018-12-31$12,779
Total non interest bearing cash at beginning of year2018-12-31$12,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-277,685
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,858,603
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,136,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$10,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,845,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,123,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-243,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$98,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$437,944
Contract administrator fees2018-12-31$35,839
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2018-12-31821844788
2017 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$474,727
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$777,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$734,769
Value of total corrective distributions2017-12-31$441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$200,414
Value of total assets at end of year2017-12-31$2,136,288
Value of total assets at beginning of year2017-12-31$2,439,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,296
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$64,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$64,281
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$194,522
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$10,112
Total non interest bearing cash at end of year2017-12-31$12,722
Total non interest bearing cash at beginning of year2017-12-31$8,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-302,779
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,136,288
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,439,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$10,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,123,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,430,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$199,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,892
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$734,769
Contract administrator fees2017-12-31$31,333
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31D'AMICO WAWRIN & COMPANY CPAS, LLC
Accountancy firm EIN2017-12-31821844788
2016 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$486,654
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$493,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$446,549
Value of total corrective distributions2016-12-31$923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$305,770
Value of total assets at end of year2016-12-31$2,439,067
Value of total assets at beginning of year2016-12-31$2,446,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,384
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$25,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$25,051
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$206,876
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$10,762
Total non interest bearing cash at end of year2016-12-31$8,843
Total non interest bearing cash at beginning of year2016-12-31$8,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-7,202
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,439,067
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,446,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$12,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,430,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,314,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$123,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$123,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$145,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$98,894
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$446,549
Contract administrator fees2016-12-31$34,207
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHEN & COMPANY
Accountancy firm EIN2016-12-31341912961
2015 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$288,877
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$427,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$385,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$315,216
Value of total assets at end of year2015-12-31$2,446,269
Value of total assets at beginning of year2015-12-31$2,585,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,597
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$34,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$34,044
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$214,715
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$12,869
Total non interest bearing cash at end of year2015-12-31$8,461
Total non interest bearing cash at beginning of year2015-12-31$4,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-138,843
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,446,269
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,585,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$12,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,314,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,580,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$123,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-73,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$100,501
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$385,123
Contract administrator fees2015-12-31$30,034
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHEN & COMPANY
Accountancy firm EIN2015-12-31341912961
2014 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$496,089
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$335,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$288,110
Value of total corrective distributions2014-12-31$1,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$333,828
Value of total assets at end of year2014-12-31$2,585,112
Value of total assets at beginning of year2014-12-31$2,424,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,510
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$104,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$104,492
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$230,888
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$8,987
Total non interest bearing cash at end of year2014-12-31$4,939
Total non interest bearing cash at beginning of year2014-12-31$3,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$161,002
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,585,112
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,424,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$12,248
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,580,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,408,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$57,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$102,940
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$3,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$288,110
Contract administrator fees2014-12-31$33,262
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BCG & COMPANY
Accountancy firm EIN2014-12-31341526704
2013 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$713,436
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$316,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$292,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$279,089
Value of total assets at end of year2013-12-31$2,424,110
Value of total assets at beginning of year2013-12-31$2,027,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,005
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$47,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$47,241
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$190,607
Participant contributions at end of year2013-12-31$8,987
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,512
Other income not declared elsewhere2013-12-31$3,091
Total non interest bearing cash at end of year2013-12-31$3,081
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$396,643
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,424,110
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,027,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$3,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,408,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,027,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$384,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$81,970
Employer contributions (assets) at end of year2013-12-31$3,835
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$292,788
Contract administrator fees2013-12-31$20,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BCG & COMPANY
Accountancy firm EIN2013-12-31341526704
2012 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$60,084
Total income from all sources (including contributions)2012-12-31$444,288
Total of all expenses incurred2012-12-31$150,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$135,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$217,829
Value of total assets at end of year2012-12-31$2,027,467
Value of total assets at beginning of year2012-12-31$1,794,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,634
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$33,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$33,366
Administrative expenses professional fees incurred2012-12-31$12,782
Was this plan covered by a fidelity bond2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$111,955
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$57,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$60,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$293,486
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,027,467
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,733,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,027,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,794,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$193,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$48,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$135,168
Contract administrator fees2012-12-31$2,852
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOWARD WERSHBALE & CO.
Accountancy firm EIN2012-12-31341663157
2011 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$60,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$48,231
Total income from all sources (including contributions)2011-12-31$161,889
Total of all expenses incurred2011-12-31$106,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$92,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$178,461
Value of total assets at end of year2011-12-31$1,794,065
Value of total assets at beginning of year2011-12-31$1,727,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,708
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$47,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$47,061
Administrative expenses professional fees incurred2011-12-31$12,650
Was this plan covered by a fidelity bond2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$109,381
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$22,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$60,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$48,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$55,140
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,733,981
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,678,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,794,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,666,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-63,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$46,547
Employer contributions (assets) at beginning of year2011-12-31$60,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$92,041
Contract administrator fees2011-12-31$2,058
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOWARD WERSHBALE & CO.
Accountancy firm EIN2011-12-31341663157
2010 : NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$48,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$37,254
Total income from all sources (including contributions)2010-12-31$314,277
Total of all expenses incurred2010-12-31$154,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$141,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$148,504
Value of total assets at end of year2010-12-31$1,666,727
Value of total assets at beginning of year2010-12-31$1,495,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,135
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$27,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$27,101
Administrative expenses professional fees incurred2010-12-31$10,950
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$103,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$48,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$37,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$160,125
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,618,496
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,458,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,666,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,495,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$138,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$44,751
Employer contributions (assets) at end of year2010-12-31$60,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$141,017
Contract administrator fees2010-12-31$2,185
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOWARD WERSHBALE & CO.
Accountancy firm EIN2010-12-31341663157

Form 5500 Responses for NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN

2022: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NEW AVENUES TO INDEPENDENCE, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3