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NAVIGATE RISK ADVISORS 401(K) PLAN 401k Plan overview

Plan NameNAVIGATE RISK ADVISORS 401(K) PLAN
Plan identification number 001

NAVIGATE RISK ADVISORS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NAVIGATE RISK ADVISORS LLC has sponsored the creation of one or more 401k plans.

Company Name:NAVIGATE RISK ADVISORS LLC
Employer identification number (EIN):474871709
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAVIGATE RISK ADVISORS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANNAMARIE STYLES2024-07-01
0012022-01-01ANNA STYLES2023-10-09
0012021-01-01ANNAMARIE STYLES2022-05-20
0012020-01-01ANNA STYLES2021-10-08 ANNA STYLES2021-10-08
0012019-01-01CYNTHIA ALLEN2020-08-02
0012018-01-01CYNTHIA ALLEN2019-07-10 CYNTHIA ALLEN2019-07-10
0012017-01-01CYNTHIA ALLEN2018-07-17 CYNTHIA ALLEN2018-03-20
0012016-05-01CYNTHIA ALLEN2017-07-16 CYNTHIA ALLEN2017-07-16

Financial Data on NAVIGATE RISK ADVISORS 401(K) PLAN

Measure Date Value
2024 : NAVIGATE RISK ADVISORS 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-010
Total liabilities as of the end of the plan year2024-07-010
Total liabilities as of the beginning of the plan year2024-07-010
Total expenses incurred by plan in this plan year2024-07-01253339
Net assets as of the end of the plan year2024-07-010
Total assets as of the beginning of the plan year2024-07-01211010
Value of plan covered by a fidelity bond2024-07-0140000
Participant contributions to plan in this plan year2024-07-0117521
Other expenses paid from plan in this plan year2024-07-010
Other contributions to plan in this plan year2024-07-014680
Other income to plan in this plan year2024-07-0116713
Plan net income in this plan year2024-07-01-211010
Net assets as of the end of the plan year2024-07-010
Net assets as of the beginning of the plan year2024-07-01211010
Value of contributions failed to transmitted timely2024-07-018113
Employer contributions to plan in this plan year2024-07-013415
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-015555
2022 : NAVIGATE RISK ADVISORS 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-200
Total liabilities as of the end of the plan year2022-05-200
Total liabilities as of the beginning of the plan year2022-05-200
Total expenses incurred by plan in this plan year2022-05-207758
Net assets as of the end of the plan year2022-05-20255820
Total assets as of the beginning of the plan year2022-05-20188169
Value of plan covered by a fidelity bond2022-05-2040000
Participant contributions to plan in this plan year2022-05-208821
Value of participant loans at end of plan year2022-05-2020188
Other expenses paid from plan in this plan year2022-05-200
Other contributions to plan in this plan year2022-05-2038582
Other income to plan in this plan year2022-05-2024603
Plan net income in this plan year2022-05-2067651
Net assets as of the end of the plan year2022-05-20255820
Net assets as of the beginning of the plan year2022-05-20188169
Value of contributions failed to transmitted timely2022-05-207234
Employer contributions to plan in this plan year2022-05-203403
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-203716

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