Nativo, Inc. 401(K) Plan — Form 5500 plan (Nativo, 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, Nativo, Inc. 401(K) Plan is a benefit plan reported by Nativo, Inc. under EIN 27-2803545 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $14,472,963 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nativo, Inc.
EIN
27-2803545
Plan number
001
Plan type
2
Location
El Segundo, CA
Latest filing year
2023
Participants
253
End-of-year plan assets
$14,472,963

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20240604210522NAL0043032114001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,472,963
Total liabilities (EOY)
$0
Net assets (EOY)
$14,472,963
Net assets (BOY)
$10,768,378

Income & contributions

Employer contributions
$298,077
Participant contributions
$1,912,053
Total contributions
$2,328,998
Total income / additions
$4,770,497

Expenses & distributions

Benefits paid
$1,069,007
Administrative expenses
-$3,095
Total expenses
$1,065,912
Net increase / (decrease)
$3,704,585

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Securities LLCADVISOR$0$4,6352023
Morgan Stanley Smith BarneyADVISOR$0$4,2202023
Fidelity Investments InstitutionalRECORDKEEPER-$3,095$02023

Related Form 5500 pages