The Niven Marketing Group Employee Stock Ownership Plan — Form 5500 plan (R. D. Niven & Associates, Ltd.,)
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, The Niven Marketing Group Employee Stock Ownership Plan is a benefit plan reported by R. D. Niven & Associates, Ltd., under EIN 86-0367015 and plan number 005. The latest loaded filing year is 2023. The filing reports 72 participants and $12,631,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R. D. Niven & Associates, Ltd.,
- EIN
- 86-0367015
- Plan number
- 005
- Plan type
- 2
- Location
- Carol Stream, IL
- Latest filing year
- 2023
- Participants
- 72
- End-of-year plan assets
- $12,631,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 72 | I | 20240724093644NAL0026966210001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,631,307
- Net assets (EOY)
- $12,631,307
- Net assets (BOY)
- $11,330,923
Income & contributions
- Employer contributions
- $149,559
- Total income / additions
- $1,653,118
Expenses & distributions
- Benefits paid
- $352,734
- Total expenses
- $352,734
- Net increase / (decrease)
- $1,300,384
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.