Novus Ag, LLC 401(K) Plan — Form 5500 plan (Novus Ag, 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, Novus Ag, LLC 401(K) Plan is a benefit plan reported by Novus Ag, LLC under EIN 46-3005373 and plan number 001. The latest loaded filing year is 2023. The filing reports 565 participants and $17,019,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Novus Ag, LLC
EIN
46-3005373
Plan number
001
Plan type
2
Location
Fort Collins, CO
Latest filing year
2023
Participants
565
End-of-year plan assets
$17,019,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023565H, C20240724051546NAL0026574498001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,019,726
Total liabilities (EOY)
$0
Net assets (EOY)
$17,019,726
Net assets (BOY)
$11,507,444

Income & contributions

Employer contributions
$1,047,030
Participant contributions
$1,914,160
Total contributions
$3,956,563
Total income / additions
$6,410,624

Expenses & distributions

Benefits paid
$782,705
Administrative expenses
$104,351
Total expenses
$898,342
Net increase / (decrease)
$5,512,282

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning Holdco, LLCINVESTMENT/FINANCIAL ADVI$59,964$02023
Adp, Inc.RECORD KEEPER$44,386$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages