2023 Form 5500 filing — Maloney & Novotny LLC 401k Savings Plan And Trust
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 20241009141217NAL0010706163005) for Maloney & Novotny LLC 401k Savings Plan And Trust, reported by Maloney & Novotny LLC under EIN 34-0677006 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141217NAL0010706163005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maloney & Novotny LLC
- EIN
- 34-0677006
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,234,098
- Net assets (EOY)
- $20,234,098
- Employer contributions
- $246,844
- Participant contributions
- $1,364,957
- Total income / additions
- $6,444,656
- Benefits paid
- $2,456,319
- Administrative expenses
- $88,385
- Total expenses
- $2,544,704
- Net increase / (decrease)
- $3,899,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cap Financial Partners LLC | NONE | $61,947 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $26,438 | not reported in the loaded dataset |