2023 Form 5500 filing — Invictus Partners Incorporated Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240820093904NAL0002408401001) for Invictus Partners Incorporated Retirement Plan, reported by Invictus Partners Incorporated under EIN 81-2674774 and plan number 001. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240820093904NAL0002408401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Invictus Partners Incorporated
- EIN
- 81-2674774
- Plan number
- 001
- Location
- Leander, TX
- Participants
- 31
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,881,946
- Net assets (EOY)
- $1,881,946
- Total income / additions
- -$3,125,035
- Total expenses
- $0
- Net increase / (decrease)
- -$3,125,035
- Schedule source
- Schedule I