2023 Form 5500 filing — Ivystone Group, LLC Group Benefit 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 20241015163049NAL0030348657001) for Ivystone Group, LLC Group Benefit Plan, reported by Ivystone Group, LLC under EIN 27-1347054 and plan number 501. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$42.8KReported net assets$42,764
Participants71
Provider compensation$76.8K4 Schedule C row(s)$76,811
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015163049NAL0030348657001
- Plan sponsor
- Ivystone Group, LLC
- EIN
- 27-1347054
- Plan number
- 501
- Location
- Exton, PA
- Received date
- not reported in the loaded dataset
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)$109.8K total assets
Net assets$42.8KLiabilities$67K
Full reported line items
- Total assets (EOY)
- $109,769
- Total liabilities (EOY)
- $67,005
- Net assets (EOY)
- $42,764
- Employer contributions
- $639,990
- Participant contributions
- $246,460
- Total income / additions
- $889,225
- Benefits paid
- $502,739
- Administrative expenses
- $43,591
- Total expenses
- $849,374
- Net increase / (decrease)
- $39,851
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3
- 4