Nvi LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Nvi, LLC)
Plain-English plan 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, Nvi LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Nvi, LLC under EIN 20-1117678 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $18,017,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nvi, LLC
- EIN
- 20-1117678
- Plan number
- 001
- Plan type
- 2
- Location
- Gray, LA
- Latest filing year
- 2023
- Participants
- 444
- End-of-year plan assets
- $18,017,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 444 | H, C | 20241015111419NAL0014462819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,017,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,017,585
- Net assets (BOY)
- $14,074,451
Income & contributions
- Employer contributions
- $653,155
- Participant contributions
- $2,046,886
- Total contributions
- $2,923,393
- Total income / additions
- $4,996,226
Expenses & distributions
- Benefits paid
- $951,916
- Administrative expenses
- $86,365
- Total expenses
- $1,053,092
- Net increase / (decrease)
- $3,943,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | NONE | $85,963 | $24,767 | 2023 |
| Brinker Capital Investments | NONE | $59,625 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Services, LLC | NONE | $0 | $37,331 | 2023 |
| Sentinel Pension LLC | NONE | $31,481 | $4,587 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nvi, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Gray, LA
- Nationwide — Schedule C compensation
- Brinker Capital Investments — Schedule C compensation
- Ameriprise Financial Services, LLC — Schedule C compensation
- Sentinel Pension LLC — Schedule C compensation