Invidi Technologies Corporatio 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Invidi Technologies Corporatio)
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, Invidi Technologies Corporatio 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Invidi Technologies Corporatio under EIN 51-0490124 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $18,966,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Invidi Technologies Corporatio
- EIN
- 51-0490124
- Plan number
- 001
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $18,966,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241009121651NAL0009182435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,966,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,966,910
- Net assets (BOY)
- $13,712,798
Income & contributions
- Employer contributions
- $1,116,635
- Participant contributions
- $1,870,593
- Total contributions
- $3,038,049
- Total income / additions
- $5,945,781
Expenses & distributions
- Benefits paid
- $619,434
- Administrative expenses
- $72,135
- Total expenses
- $691,669
- Net increase / (decrease)
- $5,254,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $55,609 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $15,926 | not reported in the loaded dataset | 2023 |