Navvis & Company 401(K) Plan — Form 5500 plan (Navvis & Company)
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, Navvis & Company 401(K) Plan is a benefit plan reported by Navvis & Company under EIN 47-5377029 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $22,100,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Navvis & Company
- EIN
- 47-5377029
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 345
- End-of-year plan assets
- $22,100,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20241015134409NAL0057903026001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,100,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,100,376
- Net assets (BOY)
- $16,768,114
Income & contributions
- Employer contributions
- $1,193,302
- Participant contributions
- $2,949,144
- Total contributions
- $4,904,124
- Total income / additions
- $7,817,641
Expenses & distributions
- Benefits paid
- $2,402,726
- Administrative expenses
- $82,653
- Total expenses
- $2,485,379
- Net increase / (decrease)
- $5,332,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acropolis Investment Management | INVESTMENT ADVISOR | $69,209 | not reported in the loaded dataset | 2023 |
| Pcs Retirement, LLC | RECORDKEEPER | $13,444 | not reported in the loaded dataset | 2023 |