Navigate360, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Navigate360, 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, Navigate360, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Navigate360, LLC under EIN 46-2392448 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Navigate360, LLC
- EIN
- 46-2392448
- Plan number
- 001
- Plan type
- 2
- Location
- Richfield, OH
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241002144321NAL0016947682001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $2,916,054
Income & contributions
- Employer contributions
- $410,749
- Participant contributions
- $1,259,124
- Total contributions
- $1,793,786
- Total income / additions
- $2,597,675
Expenses & distributions
- Benefits paid
- $383,200
- Administrative expenses
- $9,682
- Total expenses
- $392,882
- Net increase / (decrease)
- $2,204,793
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Hold Co, LLC | INVESTMENT ADVISORY SERV | $0 | $23,548 | 2023 |
| Voya Retirement Ins & Annuity Co | RECORDKEEPER | $1,236 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY PPTS | $1,236 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Navigate360, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Richfield, OH
- Creative Planning Hold Co, LLC — Schedule C compensation
- Voya Retirement Ins & Annuity Co — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation