Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan — Form 5500 plan (Ivs Group, Inc. & Affiliates)

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, Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan is a benefit plan reported by Ivs Group, Inc. & Affiliates under EIN 55-0614475 and plan number 003. The latest loaded filing year is 2023. The filing reports 91 participants and $11,250,529 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$5.4MPlan net assets, end of year-$5,401,830
Participants91Covered participants reported
Assets / participant$123.6KComputed: assets ÷ participants$123,632 (computed)
Provider compensationNone reported
Plan sponsor
Ivs Group, Inc. & Affiliates
EIN
55-0614475
Plan number
003
Plan type
2
Location
Nitro, WV
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202391I20250127103658NAL0007139987001
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)$11.3M total assets
Net assets-$5.4MLiabilities$16.7M
Money in vs. money out
Total income / additions$4M
Total expenses$673.8K
Benefits paid / distributions$285
Contributions
Employer$1.3M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$11,250,529
Total liabilities (EOY)
$16,652,359
Net assets (EOY)
-$5,401,830
Net assets (BOY)
-$8,763,333

Income & contributions

Employer contributions
$1,323,517
Total income / additions
$4,035,317

Expenses & distributions

Benefits paid
$285
Total expenses
$673,814
Net increase / (decrease)
$3,361,503
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.

Benefits paid ÷ total income0%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages