Sva Certified Public Accountants, S.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sva Certified Public Accountants, S.C. (EIN 39-1203191) is a plan sponsor located in Madison, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1203191
Location
Madison, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$111,073,355
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$111,073,355

Contributions & income

Employer contributions
$1,362,561
Participant contributions
$2,211,927
Total income / additions
$20,310,807

Expenses & distributions

Benefits paid / distributions
$14,023,882
Total expenses
$14,154,850
Net increase / (decrease)
$6,155,957

Coverage

Total reported participants
653
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sva Certified Public Accountants, S.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sva Certified Public Accountants, S.C. 401(K) Profit Sharing Plan001451$111,073,3552023
Sva Certified Public Accountants, S.C.508202not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sva Certified Public Accountants, S.C.
YearPlanParticipantsSchedulesFiling
2023Sva Certified Public Accountants, S.C.20220240731102022NAL0012594083001
2023Sva Certified Public Accountants, S.C. 401(K) Profit Sharing Plan451H, C20240917132854NAL0002841633001

Related Form 5500 pages