2023 Form 5500 filing — Sva Certified Public Accountants, S.C. 401(K) Profit Sharing 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 20240917132854NAL0002841633001) for Sva Certified Public Accountants, S.C. 401(K) Profit Sharing Plan, reported by Sva Certified Public Accountants, S.C. under EIN 39-1203191 and plan number 001. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917132854NAL0002841633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sva Certified Public Accountants, S.C.
- EIN
- 39-1203191
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,073,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,073,355
- Employer contributions
- $1,362,561
- Participant contributions
- $2,211,927
- Total income / additions
- $20,310,807
- Benefits paid
- $14,023,882
- Administrative expenses
- $130,968
- Total expenses
- $14,154,850
- Net increase / (decrease)
- $6,155,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORD KEEPER | $54,735 | $0 |
| Wealth Enhancement Group | ADVISOR | $44,000 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $32,233 | $0 |