Invivoscribe, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Invivoscribe, Inc.)
Plain-English plan 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, Invivoscribe, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Invivoscribe, Inc. under EIN 26-3569157 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $15,373,011 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.4MPlan net assets, end of year$15,373,011
Participants280Covered participants reported
Assets / participant$54.9KComputed: assets ÷ participants$54,904 (computed)
Provider compensation$77.3K4 Schedule C provider row(s)$77,267
- Plan sponsor
- Invivoscribe, Inc.
- EIN
- 26-3569157
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20240816133014NAL0014609905001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.4M total assets
Net assets$15.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,373,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,373,011
- Net assets (BOY)
- $11,402,787
Income & contributions
- Employer contributions
- $776,168
- Participant contributions
- $1,658,322
- Total contributions
- $2,518,296
- Total income / additions
- $4,811,175
Expenses & distributions
- Benefits paid
- $760,596
- Administrative expenses
- $75,742
- Total expenses
- $840,951
- Net increase / (decrease)
- $3,970,224
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $33,750 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,327 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,190 | not reported in the loaded dataset | 2023 |
| Jgd & Associates Llp | OTHER | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Invivoscribe, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Jgd & Associates Llp — Schedule C compensation