Invo Peo, Inc. 401(K) Plan — Form 5500 plan (Invo Peo, 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, Invo Peo, Inc. 401(K) Plan is a benefit plan reported by Invo Peo, Inc. under EIN 27-1067748 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,238 participants and $11,667,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Invo Peo, Inc.
- EIN
- 27-1067748
- Plan number
- 001
- Plan type
- 3
- Location
- Oak Ridge, TN
- Latest filing year
- 2023
- Participants
- 2,238
- End-of-year plan assets
- $11,667,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,238 | H, C | 20241015161949NAL0048871712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,667,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,667,862
- Net assets (BOY)
- $13,129,590
Income & contributions
- Employer contributions
- $217,657
- Participant contributions
- $1,266,464
- Total contributions
- $1,531,937
- Total income / additions
- $3,298,594
Expenses & distributions
- Benefits paid
- $4,508,617
- Administrative expenses
- $207,754
- Total expenses
- $4,760,322
- Net increase / (decrease)
- -$1,461,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Erisa Services, Inc. | RECORDKEEPER | $56,794 | $414 | 2023 |
| Mercury Financial Group | CONSULTING | $51,148 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Ins | RECORDKEEPER | $39,556 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY | $5,576 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Invo Peo, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Oak Ridge, TN
- Erisa Services, Inc. — Schedule C compensation
- Mercury Financial Group — Schedule C compensation
- Transamerica Financial Life Ins — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation