Tri-Ad 401(K) Profit Sharing Plan — Form 5500 plan (Navia Benefit Solutions, 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, Tri-Ad 401(K) Profit Sharing Plan is a benefit plan reported by Navia Benefit Solutions, Inc. under EIN 91-1467758 and plan number 003. The latest loaded filing year is 2023. The filing reports 164 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Navia Benefit Solutions, Inc.
- EIN
- 91-1467758
- Plan number
- 003
- Plan type
- 2
- Location
- Renton, WA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241218134603NAL0003242273001 |
| 2023 | 152 | H, C | 20241010114611NAL0020013409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,401,929
- Total liabilities (EOY)
- $20,008
- Net assets (EOY)
- $14,381,921
- Net assets (BOY)
- $16,484,646
Income & contributions
- Employer contributions
- $183,960
- Participant contributions
- $631,158
- Total contributions
- $820,678
- Total income / additions
- $3,539,454
Expenses & distributions
- Benefits paid
- $5,624,693
- Administrative expenses
- $17,486
- Total expenses
- $5,642,179
- Net increase / (decrease)
- -$2,102,725
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company | RECORDKEEPING | $17,485 | not reported in the loaded dataset | 2023 |