Plan5500

2023 Form 5500 filing — Nuvalence, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716123651NAL0004406432001) for Nuvalence, LLC 401(K) Plan, reported by Nuvalence, LLC under EIN 83-1582025 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240716123651NAL0004406432001
Filing year
2023
Form type
2
Plan sponsor
Nuvalence, LLC
EIN
83-1582025
Plan number
001
Location
Troy, NY
Participants
150
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$217,647
Participant contributions
$741,902
Total income / additions
$1,623,646
Benefits paid
$7,292,480
Administrative expenses
$37,199
Total expenses
$7,329,679
Net increase / (decrease)
-$5,706,033
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Life & Annuity Insurance CoRECORDKEEPER$33,739$0
Empower Life & Annuity Insurance CoRECORDKEEPER$24,379$0
Greenbush Financial Group LLCINVESTMENT ADVISOR$11,370not reported in the loaded dataset
Side By Side Financials, Inc.CONTRACT ADMIN/OTHER$10,650not reported in the loaded dataset
Greenbush Financial Group LLCINVESTMENT ADVISOR$9,755not reported in the loaded dataset
Nuvalence LLCINVESTMENT ADVISOR$2,941not reported in the loaded dataset
Side By Side Financials, Inc.CONTRACT ADMIN/OTHER$1,054not reported in the loaded dataset

Related Form 5500 pages