2023 Form 5500 filing — Maven Wave Partners 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 20241015081322NAL0015973507001) for Maven Wave Partners 401(K) Plan, reported by Maven Wave Partners under EIN 26-2998308 and plan number 001. It reports 578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$30.2MReported net assets$30,221,342
Participants578
Provider compensation$54.5K3 Schedule C row(s)$54,529
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015081322NAL0015973507001
Plan sponsor
Maven Wave Partners
EIN
26-2998308
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$30.2M total assets
Net assets$30.2MLiabilities$0
Money in vs. money out
Total income / additions$12M
Total expenses$3.7M
Benefits paid / distributions$3.6M
Contributions
Employer$2.2M
Participant$4.6M
Full reported line items
Total assets (EOY)
$30,221,342
Total liabilities (EOY)
$0
Net assets (EOY)
$30,221,342
Employer contributions
$2,189,418
Participant contributions
$4,597,916
Total income / additions
$12,027,406
Benefits paid
$3,604,794
Administrative expenses
$54,529
Total expenses
$3,711,013
Net increase / (decrease)
$8,316,393
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $47.6K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $6.9K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015081322NAL0015973507001 cover?
It is the 2023 Form 5500 filing for Maven Wave Partners 401(K) Plan, reported by Maven Wave Partners (EIN 26-2998308).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages