Plan5500

Navigant Motor Group 401(K) Plan — Form 5500 plan (Navigant Holdings, 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, Navigant Motor Group 401(K) Plan is a benefit plan reported by Navigant Holdings, LLC under EIN 88-1688150 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $1,618,451 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Navigant Holdings, LLC
EIN
88-1688150
Plan number
001
Plan type
2
Location
Bedford, TX
Latest filing year
2023
Participants
241
End-of-year plan assets
$1,618,451

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023241H, C20241014145823NAL0026489249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,618,451
Total liabilities (EOY)
$0
Net assets (EOY)
$1,618,451
Net assets (BOY)
$174,318

Income & contributions

Employer contributions
$237,691
Participant contributions
$370,224
Total contributions
$1,446,174
Total income / additions
$1,593,259

Expenses & distributions

Benefits paid
$148,083
Administrative expenses
$1,043
Total expenses
$149,126
Net increase / (decrease)
$1,444,133

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentry Life Insurance CompanyRECORDKEEPER$954$02023

Related Form 5500 pages