Sva Certified Public Accountants, S.C. 401(K) Profit Sharing Plan — Form 5500 plan (Sva Certified Public Accountants, S.C.)

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, Sva Certified Public Accountants, S.C. 401(K) Profit Sharing Plan is a benefit plan reported by Sva Certified Public Accountants, S.C. under EIN 39-1203191 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $111,073,355 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sva Certified Public Accountants, S.C.
EIN
39-1203191
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
451
End-of-year plan assets
$111,073,355

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023451H, C20240917132854NAL0002841633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,073,355
Total liabilities (EOY)
$0
Net assets (EOY)
$111,073,355
Net assets (BOY)
$104,917,398

Income & contributions

Employer contributions
$1,362,561
Participant contributions
$2,211,927
Total contributions
$3,645,188
Total income / additions
$20,310,807

Expenses & distributions

Benefits paid
$14,023,882
Administrative expenses
$130,968
Total expenses
$14,154,850
Net increase / (decrease)
$6,155,957

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORD KEEPER$54,735$02023
Wealth Enhancement GroupADVISOR$44,000not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$32,233$02023

Related Form 5500 pages