2023 Form 5500 filing — Independence Ventures 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 20240927125404NAL0001264035001) for Independence Ventures Retirement Plan, reported by Independence Ventures Inc. under EIN 38-4208023 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$696Reported net assets
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240927125404NAL0001264035001
Plan sponsor
Independence Ventures Inc.
EIN
38-4208023
Plan number
001
Location
Leesburg, VA
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)$696 total assets
Net assets$696Liabilities
Money in vs. money out
Total income / additions-$890.7K
Total expenses$107.5K
Benefits paid / distributions$106.7K
Contributions
Employer$26.2K
Participant$70.4K
Full reported line items
Total assets (EOY)
$696
Net assets (EOY)
$696
Employer contributions
$26,229
Participant contributions
$70,396
Total income / additions
-$890,708
Benefits paid
$106,701
Total expenses
$107,504
Net increase / (decrease)
-$998,212

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927125404NAL0001264035001 cover?
It is the 2023 Form 5500 filing for Independence Ventures Retirement Plan, reported by Independence Ventures Inc. (EIN 38-4208023).
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