2023 Form 5500 filing — The Niven Marketing Group Employee Stock Ownership 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 20240724093644NAL0026966210001) for The Niven Marketing Group Employee Stock Ownership Plan, reported by R. D. Niven & Associates, Ltd., under EIN 86-0367015 and plan number 005. It reports 72 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240724093644NAL0026966210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R. D. Niven & Associates, Ltd.,
- EIN
- 86-0367015
- Plan number
- 005
- Location
- Carol Stream, IL
- Participants
- 72
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,631,307
- Net assets (EOY)
- $12,631,307
- Employer contributions
- $149,559
- Total income / additions
- $1,653,118
- Benefits paid
- $352,734
- Total expenses
- $352,734
- Net increase / (decrease)
- $1,300,384
- Schedule source
- Schedule I