2023 Form 5500 filing — Ivision Scale, 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 20250213151748NAL0011916899001) for Ivision Scale, LLC 401(K) Profit Sharing Plan & Trust, reported by Ivision Scale, LLC under EIN 20-0732041 and plan number 001. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213151748NAL0011916899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ivision Scale, LLC
- EIN
- 20-0732041
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,812,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,812,683
- Employer contributions
- $1,157,965
- Participant contributions
- $2,501,612
- Total income / additions
- $11,230,880
- Benefits paid
- $2,494,747
- Administrative expenses
- $85,669
- Total expenses
- $2,593,972
- Net increase / (decrease)
- $8,636,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockefeller Financial LLC | INVESTMENT/FINANCIAL ADVI | $81,358 | $0 |
| Adp, Inc. | RECORD KEEPER | $4,310 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |