Nv5, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Nv5, 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, Nv5, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Nv5, Inc. under EIN 80-0548043 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,510 participants and $381,657,241 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nv5, Inc.
EIN
80-0548043
Plan number
002
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
4,510
End-of-year plan assets
$381,657,241

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,510H, C20241013092846NAL0013966611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$381,657,241
Total liabilities (EOY)
$0
Net assets (EOY)
$381,657,241
Net assets (BOY)
$316,965,923

Income & contributions

Employer contributions
$1,603,560
Participant contributions
$24,815,708
Total contributions
$32,762,685
Total income / additions
$94,693,365

Expenses & distributions

Benefits paid
$29,479,978
Administrative expenses
$431,259
Total expenses
$30,070,504
Net increase / (decrease)
$64,622,861

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$312,266$02023
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$117,943$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages