2023 Form 5500 filing — Nv5, Inc. 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 20241013092846NAL0013966611001) for Nv5, Inc. 401(K) Profit Sharing Plan, reported by Nv5, Inc. under EIN 80-0548043 and plan number 002. It reports 4,510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013092846NAL0013966611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nv5, Inc.
- EIN
- 80-0548043
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 4,510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $381,657,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $381,657,241
- Employer contributions
- $1,603,560
- Participant contributions
- $24,815,708
- Total income / additions
- $94,693,365
- Benefits paid
- $29,479,978
- Administrative expenses
- $431,259
- Total expenses
- $30,070,504
- Net increase / (decrease)
- $64,622,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $312,266 | $0 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $117,943 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |