2023 Form 5500 filing — Navigate360, LLC 401(K) Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002144321NAL0016947682001) for Navigate360, LLC 401(K) Profit Sharing Plan And Trust, reported by Navigate360, LLC under EIN 46-2392448 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002144321NAL0016947682001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Navigate360, LLC
- EIN
- 46-2392448
- Plan number
- 001
- Location
- Richfield, OH
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $410,749
- Participant contributions
- $1,259,124
- Total income / additions
- $2,597,675
- Benefits paid
- $383,200
- Administrative expenses
- $9,682
- Total expenses
- $392,882
- Net increase / (decrease)
- $2,204,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Hold Co, LLC | INVESTMENT ADVISORY SERV | $0 | $23,548 |
| Voya Retirement Ins & Annuity Co | RECORDKEEPER | $1,236 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISORY PPTS | $1,236 | not reported in the loaded dataset |