2023 Form 5500 filing — Navia Benefit Solutions 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 20241015154619NAL0030223329001) for Navia Benefit Solutions 401(K) Plan, reported by Navia Benefit Solutions under EIN 91-1467758 and plan number 001. It reports 578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18.7MReported net assets$18,749,433
Participants578
Provider compensation$18.4K2 Schedule C row(s)$18,403
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015154619NAL0030223329001
- Plan sponsor
- Navia Benefit Solutions
- EIN
- 91-1467758
- Plan number
- 001
- Location
- Renton, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$18.7M total assets
Net assets$18.7MLiabilities$441
Full reported line items
- Total assets (EOY)
- $18,749,874
- Total liabilities (EOY)
- $441
- Net assets (EOY)
- $18,749,433
- Employer contributions
- $609,876
- Participant contributions
- $845,620
- Total income / additions
- $5,430,127
- Benefits paid
- $857,334
- Administrative expenses
- $31,703
- Total expenses
- $889,037
- Net increase / (decrease)
- $4,541,090
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Da Davidso & Co | BROKER/DEALER | $0 | $15,738 |
| Morningstar | INVESTMENT ADVISOR | $0 | $2,665 |