Navika Capital Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Navika Capital Group, LLC)
Plain-English plan 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, Navika Capital Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Navika Capital Group, LLC under EIN 20-2969882 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,917 participants and $3,543,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Navika Capital Group, LLC
- EIN
- 20-2969882
- Plan number
- 001
- Plan type
- 2
- Location
- Uniondale, NY
- Latest filing year
- 2023
- Participants
- 1,917
- End-of-year plan assets
- $3,543,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,917 | H, C | 20241211114120NAL0018213376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,543,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,543,817
- Net assets (BOY)
- $2,582,484
Income & contributions
- Participant contributions
- $920,734
- Total contributions
- $996,792
- Total income / additions
- $1,487,444
Expenses & distributions
- Benefits paid
- $435,338
- Administrative expenses
- $76,341
- Total expenses
- $526,111
- Net increase / (decrease)
- $961,333
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $45,341 | $0 | 2023 |
| Oconnor Davies, | ACCOUNTANT | $31,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Mml Investor Services, LLC | ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Navika Capital Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Uniondale, NY
- Adp, Inc. — Schedule C compensation
- Oconnor Davies, — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Mml Investor Services, LLC — Schedule C compensation