A New Leaf, Inc. 401(k) Plan: Login, Facts & Contact Information

A New Leaf, Inc. 401(k) Plan Facts

Plan name
A NEW LEAF RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
A NEW LEAF, INC.
Participants
587 (433 active employees)
Former employees with a balance
121
Plan assets
$13,452,455 at Dec 31, 2024
Average account balance
$24,729 across 544 accounts
Employer contributions
$744,753 in plan year 2024 (35% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1991
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.14 million went into the plan in contributions, $744,753 of it from the employer (35%).
  • $1.34 million was paid out to participants.
  • Investment and other income added $1.46 million.
  • Administrative expenses were $88,758, about $163 per account.

How the A New Leaf, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019596$7.93 million$616,401$1.89 million
2020436$9.02 million$549,673$1.09 million
2021510$10.1 million$573,351$1.27 million
2022498$8.78 million$570,853$710,601
2023531$11.3 million$666,137$1.04 million
2024587$13.5 million$744,753$1.34 million

A New Leaf, Inc. 401(k) Contact Information

Phone
480-969-4024
Mailing address
868 EAST UNIVERSITY DRIVE, MESA AZ 852038033
Plan sponsor
A NEW LEAF, INC.
Employer identification number (EIN)
86-0256667
Plan number
001

Questions about the A New Leaf, Inc. 401(k)

Does A New Leaf, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $744,753, 35% of all contributions.

Does the A New Leaf, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the A New Leaf, Inc 401(k) plan?

587 participants at the start of plan year 2024, 433 of them active employees, and 121 former employees who still had money in the plan.

What is the average 401(k) balance at A New Leaf, Inc?

About $24,729 per account: $13.5 million in plan assets across 544 accounts with a balance at the end of plan year 2024.

Who manages the A New Leaf, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at A New Leaf, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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