2023 Form 5500 filing — Inveris Training Solutions, Inc. 401(K) 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 20241002131622NAL0016643202002) for Inveris Training Solutions, Inc. 401(K) Plan, reported by Inveris Training Solutions, Inc. under EIN 58-2272995 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002131622NAL0016643202002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inveris Training Solutions, Inc.
- EIN
- 58-2272995
- Plan number
- 001
- Location
- Suwanee, GA
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,455,725
- Net assets (EOY)
- $45,455,725
- Employer contributions
- $1,134,981
- Participant contributions
- $1,849,111
- Total income / additions
- $9,818,147
- Benefits paid
- $6,750,345
- Administrative expenses
- $90,297
- Total expenses
- $6,840,642
- Net increase / (decrease)
- $2,977,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $90,297 | $0 |
| Mma Securities, LLC | BROKER | $0 | $51,964 |