Novus, Inc. Coda Profit Sharing Plan — Form 5500 plan (Novus, 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, Novus, Inc. Coda Profit Sharing Plan is a benefit plan reported by Novus, Inc. under EIN 66-0366900 and plan number 001. The latest loaded filing year is 2023. The filing reports 589 participants and $13,806,114 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Novus, Inc.
EIN
66-0366900
Plan number
001
Plan type
2
Location
Guaynabo, PR
Latest filing year
2023
Participants
589
End-of-year plan assets
$13,806,114

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023589H, C20241015065108NAL0015922467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,806,114
Total liabilities (EOY)
$0
Net assets (EOY)
$13,806,114
Net assets (BOY)
$11,579,313

Income & contributions

Employer contributions
$520,962
Participant contributions
$548,306
Total contributions
$1,069,268
Total income / additions
$2,588,256

Expenses & distributions

Benefits paid
$270,831
Administrative expenses
$89,618
Total expenses
$361,455
Net increase / (decrease)
$2,226,801

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Admin Services, Inc.NONE$49,891$02023
Ubs Financial Services Inc.NONE$23,377not reported in the loaded dataset2023
Bpas Trust Company Of Puerto RicoNONE$16,350not reported in the loaded dataset2023

Related Form 5500 pages