Novak Francella LLC 401(K) Profit Sharing Plan — Form 5500 plan (Novak Francella 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, Novak Francella LLC 401(K) Profit Sharing Plan is a benefit plan reported by Novak Francella LLC under EIN 61-1436956 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $20,746,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Novak Francella LLC
- EIN
- 61-1436956
- Plan number
- 001
- Plan type
- 2
- Location
- Bala Cynwyd, PA
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $20,746,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241003120458NAL0004851843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,746,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,746,598
- Net assets (BOY)
- $17,311,542
Income & contributions
- Employer contributions
- $263,372
- Participant contributions
- $860,747
- Total contributions
- $1,136,858
- Total income / additions
- $4,263,364
Expenses & distributions
- Benefits paid
- $757,144
- Administrative expenses
- $71,164
- Total expenses
- $828,308
- Net increase / (decrease)
- $3,435,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORD KEEPER | $49,103 | $0 | 2023 |
| Delaware Valley Retirement, Inc. | THIRD PARTY ADM | $12,544 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid | INVESTMENT MANAGER | $9,517 | not reported in the loaded dataset | 2023 |