Plan5500

Ntiva 401(K) Plan — Form 5500 plan (Ntiva, Inc.)

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, Ntiva 401(K) Plan is a benefit plan reported by Ntiva, Inc. under EIN 20-2106015 and plan number 001. The latest loaded filing year is 2023. The filing reports 481 participants and $14,588,839 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ntiva, Inc.
EIN
20-2106015
Plan number
001
Plan type
2
Location
Mclean, VA
Latest filing year
2023
Participants
481
End-of-year plan assets
$14,588,839

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023481H, C20241016124057NAL0017748659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,588,839
Total liabilities (EOY)
$0
Net assets (EOY)
$14,588,839
Net assets (BOY)
$8,611,649

Income & contributions

Employer contributions
$970,412
Participant contributions
$1,923,881
Total contributions
$3,202,128
Total income / additions
$5,127,696

Expenses & distributions

Benefits paid
$869,958
Administrative expenses
$88,201
Total expenses
$966,838
Net increase / (decrease)
$4,160,858

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Investment Advisory ServiceINVESTMENT ADVISOR$53,240not reported in the loaded dataset2023
Professional Capital Services, LLCCONTRACT ADMINISTRATOR$34,961not reported in the loaded dataset2023

Related Form 5500 pages