Navarro Research And Engineering, Inc. 401(K) Plan — Form 5500 plan (Navarro Research And Engineering, Inc.)

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, Navarro Research And Engineering, Inc. 401(K) Plan is a benefit plan reported by Navarro Research And Engineering, Inc. under EIN 62-1553678 and plan number 001. The latest loaded filing year is 2023. The filing reports 885 participants and $65,253,518 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Navarro Research And Engineering, Inc.
EIN
62-1553678
Plan number
001
Plan type
2
Location
Oak Ridge, TN
Latest filing year
2023
Participants
885
End-of-year plan assets
$65,253,518

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023885H, C20241014162439NAL0045294176001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,253,518
Total liabilities (EOY)
$0
Net assets (EOY)
$65,253,518
Net assets (BOY)
$55,449,722

Income & contributions

Employer contributions
$2,143,712
Participant contributions
$5,438,560
Total contributions
$8,602,964
Total income / additions
$18,268,675

Expenses & distributions

Benefits paid
$8,350,538
Administrative expenses
$111,932
Total expenses
$8,464,879
Net increase / (decrease)
$9,803,796

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$61,963$02023
Rather & Kittrell IncINVESTMENT ADVISOR$49,969not reported in the loaded dataset2023

Related Form 5500 pages