Maloney & Novotny LLC 401k Savings Plan And Trust — Form 5500 plan (Maloney & Novotny 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, Maloney & Novotny LLC 401k Savings Plan And Trust is a benefit plan reported by Maloney & Novotny LLC under EIN 34-0677006 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $20,234,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maloney & Novotny LLC
- EIN
- 34-0677006
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $20,234,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241009141217NAL0010706163005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,234,098
- Net assets (EOY)
- $20,234,098
- Net assets (BOY)
- $16,334,146
Income & contributions
- Employer contributions
- $246,844
- Participant contributions
- $1,364,957
- Total contributions
- $3,285,294
- Total income / additions
- $6,444,656
Expenses & distributions
- Benefits paid
- $2,456,319
- Administrative expenses
- $88,385
- Total expenses
- $2,544,704
- Net increase / (decrease)
- $3,899,952
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cap Financial Partners LLC | NONE | $61,947 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $26,438 | not reported in the loaded dataset | 2023 |