Inverness Technologies, Inc. 401(K) Plan — Form 5500 plan (Inverness Technologies, 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, Inverness Technologies, Inc. 401(K) Plan is a benefit plan reported by Inverness Technologies, Inc. under EIN 54-2056535 and plan number 001. The latest loaded filing year is 2023. The filing reports 471 participants and $4,755,802 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inverness Technologies, Inc.
EIN
54-2056535
Plan number
001
Plan type
2
Location
Annandale, VA
Latest filing year
2023
Participants
471
End-of-year plan assets
$4,755,802

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023471H, C20240911152007NAL0003741683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,755,802
Total liabilities (EOY)
$0
Net assets (EOY)
$4,755,802
Net assets (BOY)
$4,697,657

Income & contributions

Employer contributions
$57,554
Participant contributions
$548,867
Total contributions
$852,143
Total income / additions
$1,588,046

Expenses & distributions

Benefits paid
$1,455,047
Administrative expenses
$57,308
Total expenses
$1,529,901
Net increase / (decrease)
$58,145

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire Associates, Inc.RIA RI IA$1,013not reported in the loaded dataset2023
John Hancock Life Insurance Co. UsaRECORDKEEPER$224not reported in the loaded dataset2023

Related Form 5500 pages