Plan5500

Forus 401(K) — Form 5500 plan (Nvn Management, 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, Forus 401(K) is a benefit plan reported by Nvn Management, LLC under EIN 26-3068074 and plan number 001. The latest loaded filing year is 2023. The filing reports 913 participants and $5,045,710 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nvn Management, LLC
EIN
26-3068074
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
913
End-of-year plan assets
$5,045,710

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023913H, C20250204194143NAL0004699427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,045,710
Total liabilities (EOY)
$0
Net assets (EOY)
$5,045,710
Net assets (BOY)
$3,448,827

Income & contributions

Employer contributions
$426,744
Participant contributions
$988,839
Total contributions
$1,435,735
Total income / additions
$2,106,567

Expenses & distributions

Benefits paid
$415,607
Administrative expenses
$94,077
Total expenses
$509,684
Net increase / (decrease)
$1,596,883

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forusall Advisors LLCADMINISTRATOR$53,571not reported in the loaded dataset2023
At Retirement Services, LLCN/A$40,506not reported in the loaded dataset2023

Related Form 5500 pages