2023 Form 5500 filing — Ivs Group, Inc. & Affiliates Employee Stock Ownership 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 20250127103658NAL0007139987001) for Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan, reported by Ivs Group, Inc. & Affiliates under EIN 55-0614475 and plan number 003. It reports 91 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$5.4MReported net assets-$5,401,830
Participants91
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250127103658NAL0007139987001
Plan sponsor
Ivs Group, Inc. & Affiliates
EIN
55-0614475
Plan number
003
Location
Nitro, WV
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)$11.3M total assets
Net assets-$5.4MLiabilities$16.7M
Money in vs. money out
Total income / additions$4M
Total expenses$673.8K
Benefits paid / distributions$285
Contributions
Employer$1.3M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$11,250,529
Total liabilities (EOY)
$16,652,359
Net assets (EOY)
-$5,401,830
Employer contributions
$1,323,517
Total income / additions
$4,035,317
Benefits paid
$285
Total expenses
$673,814
Net increase / (decrease)
$3,361,503

Related Form 5500 pages