2023 Form 5500 filing — Invo Peo, 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 20241015161949NAL0048871712001) for Invo Peo, Inc. 401(K) Plan, reported by Invo Peo, Inc. under EIN 27-1067748 and plan number 001. It reports 2,238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161949NAL0048871712001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Invo Peo, Inc.
- EIN
- 27-1067748
- Plan number
- 001
- Location
- Oak Ridge, TN
- Participants
- 2,238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,667,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,667,862
- Employer contributions
- $217,657
- Participant contributions
- $1,266,464
- Total income / additions
- $3,298,594
- Benefits paid
- $4,508,617
- Administrative expenses
- $207,754
- Total expenses
- $4,760,322
- Net increase / (decrease)
- -$1,461,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Services, Inc. | RECORDKEEPER | $56,794 | $414 |
| Mercury Financial Group | CONSULTING | $51,148 | not reported in the loaded dataset |
| Transamerica Financial Life Ins | RECORDKEEPER | $39,556 | $0 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY | $5,576 | not reported in the loaded dataset |