Navigate360, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Navigate360, LLC (EIN 46-2392448) is a plan sponsor located in Medina, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-2392448
Location
Medina, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$0
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$0

Contributions & income

Employer contributions
$410,749
Participant contributions
$1,259,124
Total income / additions
$2,597,675

Expenses & distributions

Benefits paid / distributions
$383,200
Total expenses
$392,882
Net increase / (decrease)
$2,204,793

Coverage

Total reported participants
489
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Navigate360, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Navigate360, LLC 401(K) Profit Sharing Plan And Trust001279$02023
Navigate360, LLC Welfare Benefit Plan501210not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Navigate360, LLC
YearPlanParticipantsSchedulesFiling
2023Navigate360, LLC Welfare Benefit Plan21020240730195006NAL0045162434001
2023Navigate360, LLC 401(K) Profit Sharing Plan And Trust279H, C20241002144321NAL0016947682001

Related Form 5500 pages