Polyventive LLC 401(K) Plan — Form 5500 plan (Polyventive LLC)
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, Polyventive LLC 401(K) Plan is a benefit plan reported by Polyventive LLC under EIN 47-4015377 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $8,352,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Polyventive LLC
- EIN
- 47-4015377
- Plan number
- 001
- Plan type
- 2
- Location
- Calhoun, GA
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $8,352,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20241004094007NAL0005593683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,352,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,352,219
- Net assets (BOY)
- $8,303,955
Income & contributions
- Employer contributions
- $438,180
- Participant contributions
- $765,957
- Total contributions
- $1,207,450
- Total income / additions
- $2,348,128
Expenses & distributions
- Benefits paid
- $2,227,421
- Administrative expenses
- $60,069
- Total expenses
- $2,299,864
- Net increase / (decrease)
- $48,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,853 | $0 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISOR | $23,149 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,067 | not reported in the loaded dataset | 2023 |