Havis, Inc. 401(K) Plan — Form 5500 plan (Havis, 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, Havis, Inc. 401(K) Plan is a benefit plan reported by Havis, Inc. under EIN 23-1664329 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $31,265,343 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Havis, Inc.
EIN
23-1664329
Plan number
001
Plan type
2
Location
Warminster, PA
Latest filing year
2023
Participants
514
End-of-year plan assets
$31,265,343

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023514H, C20240930112842NAL0003203427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,265,343
Total liabilities (EOY)
$0
Net assets (EOY)
$31,265,343
Net assets (BOY)
$25,151,991

Income & contributions

Employer contributions
$895,751
Participant contributions
$2,064,263
Total contributions
$3,096,601
Total income / additions
$7,905,822

Expenses & distributions

Benefits paid
$1,680,634
Administrative expenses
$111,836
Total expenses
$1,792,470
Net increase / (decrease)
$6,113,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group IncRECORDKEEPER$54,492$02023
Cbiz Investment Advisory ServicesINVESTMENT ADVISOR$49,720not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$7,624not reported in the loaded dataset2023

Related Form 5500 pages