Plan5500

Invia Associates, Inc. 401(K) Plan — Form 5500 plan (Invia Associates, 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, Invia Associates, Inc. 401(K) Plan is a benefit plan reported by Invia Associates, Inc. under EIN 52-1929607 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,104,604 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,104,604
Participants1Covered participants reported
Assets / participant$1.1MComputed: assets ÷ participants$1,104,604 (computed)
Provider compensationNone reported
Plan sponsor
Invia Associates, Inc.
EIN
52-1929607
Plan number
001
Plan type
2
Location
Burtonsville, MD
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1 participants · 2Sch I
    View filing →
Schedule I · 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)$1.1M total assets
Net assets$1.1MLiabilities—
Money in vs. money out
Total income / additions$88.9K
Total expenses$40K
Benefits paid / distributions$39.8K
Contributions
Employer$1K
Participant$500
Full reported line items

Net assets

Total assets (EOY)
$1,104,604
Net assets (EOY)
$1,104,604
Net assets (BOY)
$1,055,737

Income & contributions

Employer contributions
$1,000
Participant contributions
$500
Total income / additions
$88,877

Expenses & distributions

Benefits paid
$39,840
Administrative expenses
$170
Total expenses
$40,010
Net increase / (decrease)
$48,867
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.

Contribution share (employer vs. participant)
Employer 67%Participant 33%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages