Nova Financial And Investment Corporation 401(k) Plan: Login, Facts & Contact Information

Nova Financial And Investment Corporation 401(k) Plan Facts

Plan name
NOVA FINANCIAL & INVESTMENT CORP. EMPLOYEES 401K PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NOVA FINANCIAL & INVESTMENT CORPORATION
Participants
697 (335 active employees)
Former employees with a balance
230
Plan assets
$38,854,423 at Dec 31, 2024
Average account balance
$70,134 across 554 accounts
Employer contributions
$300,080 in plan year 2024 (11% of all contributions)
Recordkeeper
American United Life Insurance Co
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2005
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.79 million went into the plan in contributions, $300,080 of it from the employer (11%).
  • $5.18 million was paid out to participants.
  • Investment and other income added $4.54 million.
  • Administrative expenses were $69,008, about $125 per account.

How the Nova Financial And Investment Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019947$28.1 million$395,483$2.65 million
2020895$36.8 million$555,177$2.62 million
20211,048$46.3 million$911,214$4.29 million
20221,161$36.7 million$492,355$6.93 million
20231,032$36.8 million$302,862$8.64 million
2024697$38.9 million$300,080$5.18 million

Nova Financial And Investment Corporation 401(k) Contact Information

Phone
520-202-3632
Mailing address
6245 E BROADWAY BLVD SUITE 400, TUCSON AZ 85711
Plan sponsor
NOVA FINANCIAL & INVESTMENT CORPORATION
Employer identification number (EIN)
86-0415227
Plan number
002

Questions about the Nova Financial And Investment Corporation 401(k)

Does Nova Financial And Investment Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $300,080, 11% of all contributions.

Does the Nova Financial And Investment Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Nova Financial And Investment Corporation 401(k) plan?

697 participants at the start of plan year 2024, 335 of them active employees, and 230 former employees who still had money in the plan.

What is the average 401(k) balance at Nova Financial And Investment Corporation?

About $70,134 per account: $38.9 million in plan assets across 554 accounts with a balance at the end of plan year 2024.

Who manages the Nova Financial And Investment Corporation 401(k) accounts?

OneAmerica Financial (listed on the filing as AMERICAN UNITED LIFE INSURANCE CO) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Nova Financial And Investment Corporation. How do I access my 401(k)?

Your account stays with OneAmerica Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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