2023 Form 5500 filing — Navarro Research And Engineering, Inc. 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 20241014162439NAL0045294176001) for Navarro Research And Engineering, Inc. 401(K) Plan, reported by Navarro Research And Engineering, Inc. under EIN 62-1553678 and plan number 001. It reports 885 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162439NAL0045294176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Navarro Research And Engineering, Inc.
- EIN
- 62-1553678
- Plan number
- 001
- Location
- Oak Ridge, TN
- Participants
- 885
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,253,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,253,518
- Employer contributions
- $2,143,712
- Participant contributions
- $5,438,560
- Total income / additions
- $18,268,675
- Benefits paid
- $8,350,538
- Administrative expenses
- $111,932
- Total expenses
- $8,464,879
- Net increase / (decrease)
- $9,803,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $61,963 | $0 |
| Rather & Kittrell Inc | INVESTMENT ADVISOR | $49,969 | not reported in the loaded dataset |