Inventus Power 401k — Form 5500 plan (Inventus Power)
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, Inventus Power 401k is a benefit plan reported by Inventus Power under EIN 27-3930731 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $30,697,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Inventus Power
- EIN
- 27-3930731
- Plan number
- 001
- Plan type
- 2
- Location
- Woodridge, IL
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $30,697,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20241008140917NAL0009760707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,697,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,697,972
- Net assets (BOY)
- $23,697,902
Income & contributions
- Employer contributions
- $949,403
- Participant contributions
- $1,808,271
- Total contributions
- $2,899,030
- Total income / additions
- $8,180,535
Expenses & distributions
- Benefits paid
- $1,145,517
- Administrative expenses
- $34,948
- Total expenses
- $1,180,465
- Net increase / (decrease)
- $7,000,070
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,430 | $0 | 2023 |