Novogradac & Company Llp 401(K) Profit Sharing Plan — Form 5500 plan (Novogradac & Company Llp)

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, Novogradac & Company Llp 401(K) Profit Sharing Plan is a benefit plan reported by Novogradac & Company Llp under EIN 94-3108253 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,047 participants and $112,354,232 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Novogradac & Company Llp
EIN
94-3108253
Plan number
002
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
1,047
End-of-year plan assets
$112,354,232

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,047H, C20241002135457NAL0004053331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$112,354,232
Total liabilities (EOY)
$0
Net assets (EOY)
$112,354,232
Net assets (BOY)
$91,197,578

Income & contributions

Employer contributions
$3,414,329
Participant contributions
$7,233,979
Total contributions
$10,816,079
Total income / additions
$28,731,299

Expenses & distributions

Benefits paid
$7,375,685
Administrative expenses
$198,960
Total expenses
$7,574,645
Net increase / (decrease)
$21,156,654

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sharebuilder Advisor LLCNONE$184,860not reported in the loaded dataset2023
Ascensus LLCNONE$14,100$52,9702023

Related Form 5500 pages