2023 Form 5500 filing — Inno4 401(K) Profit Sharing 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 20250211125557NAL0010534851001) for Inno4 401(K) Profit Sharing Plan, reported by Inno4 LLC under EIN 27-3068524 and plan number 001. It reports 206 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)$5.6MReported net assets$5,590,812
Participants206
Provider compensation$29.6K4 Schedule C row(s)$29,613
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250211125557NAL0010534851001
Plan sponsor
Inno4 LLC
EIN
27-3068524
Plan number
001
Location
Boston, MA
Received date
not reported in the loaded dataset
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)$5.6M total assets
Net assets$5.6MLiabilities
Money in vs. money out
Total income / additions$1.5M
Total expenses$233K
Benefits paid / distributions$236.4K
Contributions
Employer$390.4K
Participant$367.9K
Full reported line items
Total assets (EOY)
$5,590,812
Net assets (EOY)
$5,590,812
Employer contributions
$390,361
Participant contributions
$367,928
Total income / additions
$1,486,942
Benefits paid
$236,419
Administrative expenses
$29,714
Total expenses
$232,953
Net increase / (decrease)
$1,253,989

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Ins Co Of AmericaRECORDKEEPER$13,962$0
Global Retirement Partners LLCINVESTMENT ADVISOR$13,446not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MANAGEMENT$1,367not reported in the loaded dataset
Hub International New EnglandTPA$838not reported in the loaded dataset

Related Form 5500 pages