2023 Form 5500 filing — Ivci, LLC 401(K) Profit Sharing Plan & Trust

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 20241008084035NAL0017298657001) for Ivci, LLC 401(K) Profit Sharing Plan & Trust, reported by Ivci, LLC under EIN 20-0399584 and plan number 002. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.6MReported net assets$12,624,983
Participants157
Provider compensation$23K2 Schedule C row(s)$22,982
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008084035NAL0017298657001
Plan sponsor
Ivci, LLC
EIN
20-0399584
Plan number
002
Location
Hauppauge, NY
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities$4K
Money in vs. money out
Total income / additions$2.6M
Total expenses$871.1K
Benefits paid / distributions$813.2K
Contributions
Employer$76.3K
Participant$588.5K
Full reported line items
Total assets (EOY)
$12,629,000
Total liabilities (EOY)
$4,017
Net assets (EOY)
$12,624,983
Employer contributions
$76,306
Participant contributions
$588,494
Total income / additions
$2,584,236
Benefits paid
$813,241
Administrative expenses
$43,273
Total expenses
$871,134
Net increase / (decrease)
$1,713,102
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER DEALER · Direct $0 · Indirect $16.2K
  2. 2
    THIRD PARTY ADMIN · Direct $0 · Indirect $6.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008084035NAL0017298657001 cover?
It is the 2023 Form 5500 filing for Ivci, LLC 401(K) Profit Sharing Plan & Trust, reported by Ivci, LLC (EIN 20-0399584).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages