2023 Form 5500 filing — Novares Us LLC 401(K) 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 20241009141001NAL0032982704001) for Novares Us LLC 401(K) Plan, reported by Novares Us LLC under EIN 35-1997449 and plan number 001. It reports 661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141001NAL0032982704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Novares Us LLC
- EIN
- 35-1997449
- Plan number
- 001
- Location
- Livonia, MI
- Participants
- 661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,927,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,927,919
- Employer contributions
- $297,773
- Participant contributions
- $1,276,803
- Total income / additions
- $6,193,192
- Benefits paid
- $4,633,505
- Administrative expenses
- $116,367
- Total expenses
- $4,750,320
- Net increase / (decrease)
- $1,442,872
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gregory J. Schwartz & Co., Inc. | CONSULTANT | $59,109 | not reported in the loaded dataset |
| Rehmann Robson | ACCOUNTANT/AUDITOR | $20,138 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $16,632 | $0 |
| Mazars | ACCOUNTANT/AUDITOR | $11,440 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $7,444 | not reported in the loaded dataset |