2023 Form 5500 filing — Novak Francella LLC 401(K) Profit Sharing Plan
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 20241003120458NAL0004851843001) for Novak Francella LLC 401(K) Profit Sharing Plan, reported by Novak Francella LLC under EIN 61-1436956 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003120458NAL0004851843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Novak Francella LLC
- EIN
- 61-1436956
- Plan number
- 001
- Location
- Bala Cynwyd, PA
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,746,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,746,598
- Employer contributions
- $263,372
- Participant contributions
- $860,747
- Total income / additions
- $4,263,364
- Benefits paid
- $757,144
- Administrative expenses
- $71,164
- Total expenses
- $828,308
- Net increase / (decrease)
- $3,435,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD KEEPER | $49,103 | $0 |
| Delaware Valley Retirement, Inc. | THIRD PARTY ADM | $12,544 | not reported in the loaded dataset |
| Iron-Co-Fid | INVESTMENT MANAGER | $9,517 | not reported in the loaded dataset |