2023 Form 5500 filing — Novogradac & Company Llp 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 20241002135457NAL0004053331001) for Novogradac & Company Llp 401(K) Profit Sharing Plan, reported by Novogradac & Company Llp under EIN 94-3108253 and plan number 002. It reports 1,047 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002135457NAL0004053331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Novogradac & Company Llp
- EIN
- 94-3108253
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 1,047
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,354,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $112,354,232
- Employer contributions
- $3,414,329
- Participant contributions
- $7,233,979
- Total income / additions
- $28,731,299
- Benefits paid
- $7,375,685
- Administrative expenses
- $198,960
- Total expenses
- $7,574,645
- Net increase / (decrease)
- $21,156,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sharebuilder Advisor LLC | NONE | $184,860 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $14,100 | $52,970 |