Novacoast, Inc. 401(K) Plan — Form 5500 plan (Novacoast, Inc.)

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, Novacoast, Inc. 401(K) Plan is a benefit plan reported by Novacoast, Inc. under EIN 77-0443920 and plan number 001. The latest loaded filing year is 2023. The filing reports 448 participants and $21,215,559 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Novacoast, Inc.
EIN
77-0443920
Plan number
001
Plan type
2
Location
Orem, UT
Latest filing year
2023
Participants
448
End-of-year plan assets
$21,215,559

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023448H, C20241015190300NAL0029451265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,215,559
Total liabilities (EOY)
$0
Net assets (EOY)
$21,215,559
Net assets (BOY)
$16,868,750

Income & contributions

Participant contributions
$2,062,473
Total contributions
$2,198,977
Total income / additions
$5,279,932

Expenses & distributions

Benefits paid
$853,563
Administrative expenses
$39,719
Total expenses
$933,123
Net increase / (decrease)
$4,346,809

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells FargoN/A$34,953$02023
Adp, Inc.RECORD KEEPER$4,766$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages