Inveris Training Solutions, Inc. 401(K) Plan — Form 5500 plan (Inveris Training Solutions, 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, Inveris Training Solutions, Inc. 401(K) Plan is a benefit plan reported by Inveris Training Solutions, Inc. under EIN 58-2272995 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $45,455,725 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inveris Training Solutions, Inc.
EIN
58-2272995
Plan number
001
Plan type
2
Location
Suwanee, GA
Latest filing year
2023
Participants
266
End-of-year plan assets
$45,455,725

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266H, C20241002131622NAL0016643202002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,455,725
Net assets (EOY)
$45,455,725
Net assets (BOY)
$42,478,220

Income & contributions

Employer contributions
$1,134,981
Participant contributions
$1,849,111
Total contributions
$2,990,524
Total income / additions
$9,818,147

Expenses & distributions

Benefits paid
$6,750,345
Administrative expenses
$90,297
Total expenses
$6,840,642
Net increase / (decrease)
$2,977,505

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$90,297$02023
Mma Securities, LLCBROKER$0$51,9642023

Related Form 5500 pages