2023 Form 5500 filing — Navitas Usa Holdings, LLC Retirement Savings 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 20250428091051NAL0011908545001) for Navitas Usa Holdings, LLC Retirement Savings Plan, reported by Navitas Usa Holdings, LLC under EIN 98-0636884 and plan number 001. It reports 643 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)$8.6MReported net assets$8,553,347
Participants643
Provider compensation$27.7K2 Schedule C row(s)$27,691
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250428091051NAL0011908545001
Plan sponsor
Navitas Usa Holdings, LLC
EIN
98-0636884
Plan number
001
Location
Boston, MA
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)$8.6M total assets
Net assets$8.6MLiabilities
Money in vs. money out
Total income / additions$2M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$319K
Participant$232.5K
Full reported line items
Total assets (EOY)
$8,553,347
Net assets (EOY)
$8,553,347
Employer contributions
$318,971
Participant contributions
$232,542
Total income / additions
$1,978,506
Benefits paid
$1,199,111
Administrative expenses
$64,768
Total expenses
$1,294,995
Net increase / (decrease)
$683,511
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISORY · Direct $24K
  2. 2
    RECORDKEEPER · Direct $3.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250428091051NAL0011908545001 cover?
It is the 2023 Form 5500 filing for Navitas Usa Holdings, LLC Retirement Savings Plan, reported by Navitas Usa Holdings, LLC (EIN 98-0636884).
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