2023 Form 5500 filing — Marble One Defined Benefit Pension 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 20240919130652NAL0003570835001) for Marble One Defined Benefit Pension Plan, reported by Innovus Advisors, LLC under EIN 45-5032838 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,097,992
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240919130652NAL0003570835001
Plan sponsor
Innovus Advisors, LLC
EIN
45-5032838
Plan number
001
Location
Los Angeles, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$252.8K
Total expenses$39.1K
Benefits paid / distributions$3.6K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$2,097,992
Total liabilities (EOY)
$0
Net assets (EOY)
$2,097,992
Employer contributions
$0
Participant contributions
$0
Total income / additions
$252,781
Benefits paid
$3,645
Administrative expenses
$10,273
Total expenses
$39,138
Net increase / (decrease)
$213,643

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919130652NAL0003570835001 cover?
It is the 2023 Form 5500 filing for Marble One Defined Benefit Pension Plan, reported by Innovus Advisors, LLC (EIN 45-5032838).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages