401k Plan data: NEW ECONOMICS & ADVISORY 401(K) PLAN plan

NEW ECONOMICS & ADVISORY 401(K) PLAN 401k Plan overview

Plan Name	NEW ECONOMICS & ADVISORY 401(K) PLAN
Plan identification number	001

NEW ECONOMICS & ADVISORY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
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.

401k Sponsoring company profile

NEW ECONOMICS & ADVISORY has sponsored the creation of one or more 401k plans.

Company Name: NEW ECONOMICS & ADVISORY

Employer identification number (EIN): 454189470

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ECONOMICS & ADVISORY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 ISABEL DOMEYKO TAYLOR
001 2017-01-01 ISABEL DOMEYKO TAYLOR

Plan Statistics for NEW ECONOMICS & ADVISORY 401(K) PLAN

401k plan membership statisitcs for NEW ECONOMICS & ADVISORY 401(K) PLAN

Measure Date Value
2019: NEW ECONOMICS & ADVISORY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 6
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NEW ECONOMICS & ADVISORY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NEW ECONOMICS & ADVISORY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2019: NEW ECONOMICS & ADVISORY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	6
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NEW ECONOMICS & ADVISORY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NEW ECONOMICS & ADVISORY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on NEW ECONOMICS & ADVISORY 401(K) PLAN

Measure	Date	Value
2019 : NEW ECONOMICS & ADVISORY 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$163,182
Total plan liabilities at beginning of year	2019-12-31	$161,081
Total income from all sources	2019-12-31	$32,338
Expenses. Total of all expenses incurred	2019-12-31	$480
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$334,610
Total plan assets at beginning of year	2019-12-31	$300,651
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$13,291
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$317
Other income received	2019-12-31	$12,676
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$31,858
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$171,428
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$139,570
Assets. Value of real-estate (other than employer real property)	2019-12-31	$263,847
Total contributions received or receivable from employer(s)	2019-12-31	$6,054
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$480
2018 : NEW ECONOMICS & ADVISORY 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$24,752
Expenses. Total of all expenses incurred	2018-12-31	$245
Total plan assets at end of year	2018-12-31	$139,569
Total plan assets at beginning of year	2018-12-31	$115,062
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$14,250
Other income received	2018-12-31	$4,617
Net income (gross income less expenses)	2018-12-31	$24,507
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$139,569
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$115,062
Assets. Value of real-estate (other than employer real property)	2018-12-31	$91,155
Total contributions received or receivable from employer(s)	2018-12-31	$5,885
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$245
2017 : NEW ECONOMICS & ADVISORY 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$115,087
Expenses. Total of all expenses incurred	2017-12-31	$25
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$115,062
Total plan assets at beginning of year	2017-12-31	$0
Value of fidelity bond covering the plan	2017-12-31	$11,506
Total contributions received or receivable from participants	2017-12-31	$2,733
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$104,129
Other income received	2017-12-31	$21
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$115,062
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$115,062
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$7,500
Total contributions received or receivable from employer(s)	2017-12-31	$8,204
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$25

Form 5500 Responses for NEW ECONOMICS & ADVISORY 401(K) PLAN

2019: NEW ECONOMICS & ADVISORY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEW ECONOMICS & ADVISORY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEW ECONOMICS & ADVISORY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

131335

Policy instance

Insurance contract or identification number	131335
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $73
Total amount of fees paid to insurance company	USD $9
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $73
Insurance broker organization code?	7
Amount paid for insurance broker fees	9

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

131335

Policy instance

Insurance contract or identification number	131335
Number of Individuals Covered	3
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $32
Total amount of fees paid to insurance company	USD $175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	175
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $32

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

131335

Policy instance

Insurance contract or identification number	131335
Number of Individuals Covered	3
Insurance policy start date	2017-11-01
Insurance policy end date	2017-12-31
Total amount of fees paid to insurance company	USD $7
Amount paid for insurance broker fees	7
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	5
Insurance broker name	POLYCOMP ADMINISTRATIVE SERVICES

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Company Name:	NEW ECONOMICS & ADVISORY
Employer identification number (EIN):	454189470
NAIC Classification:	541600

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01
001	2018-01-01	ISABEL DOMEYKO TAYLOR
001	2017-01-01	ISABEL DOMEYKO TAYLOR