Novares Us LLC 401(K) Plan — Form 5500 plan (Novares Us 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, Novares Us LLC 401(K) Plan is a benefit plan reported by Novares Us LLC under EIN 35-1997449 and plan number 001. The latest loaded filing year is 2023. The filing reports 661 participants and $25,927,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Novares Us LLC
- EIN
- 35-1997449
- Plan number
- 001
- Plan type
- 2
- Location
- Livonia, MI
- Latest filing year
- 2023
- Participants
- 661
- End-of-year plan assets
- $25,927,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 661 | H, C | 20241009141001NAL0032982704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,927,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,927,919
- Net assets (BOY)
- $24,485,047
Income & contributions
- Employer contributions
- $297,773
- Participant contributions
- $1,276,803
- Total contributions
- $1,696,868
- Total income / additions
- $6,193,192
Expenses & distributions
- Benefits paid
- $4,633,505
- Administrative expenses
- $116,367
- Total expenses
- $4,750,320
- Net increase / (decrease)
- $1,442,872
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gregory J. Schwartz & Co., Inc. | CONSULTANT | $59,109 | not reported in the loaded dataset | 2023 |
| Rehmann Robson | ACCOUNTANT/AUDITOR | $20,138 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,632 | $0 | 2023 |
| Mazars | ACCOUNTANT/AUDITOR | $11,440 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,444 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Novares Us LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Livonia, MI
- Gregory J. Schwartz & Co., Inc. — Schedule C compensation
- Rehmann Robson — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Mazars — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation