Innova Solutions, Inc. Retirement Savings Plan — Form 5500 plan (Innova 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, Innova Solutions, Inc. Retirement Savings Plan is a benefit plan reported by Innova Solutions, Inc. under EIN 58-2400405 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,792 participants and $328,603,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Innova Solutions, Inc.
- EIN
- 58-2400405
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 20,792
- End-of-year plan assets
- $328,603,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,792 | H, C | 20260415193553NAL0020347953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $328,603,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $328,603,389
- Net assets (BOY)
- $171,615,970
Income & contributions
- Employer contributions
- $25,057
- Participant contributions
- $24,794,385
- Total contributions
- $28,606,560
- Total income / additions
- $65,367,235
Expenses & distributions
- Benefits paid
- $45,017,094
- Administrative expenses
- $541,664
- Total expenses
- $45,707,263
- Net increase / (decrease)
- $19,659,972
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $270,678 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $143,204 | not reported in the loaded dataset | 2023 |
| Smith & Howard, Pc | ACCOUNTANT/AUDITOR | $95,414 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $32,059 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Innova Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Fidelity Investments Institutional — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Smith & Howard, Pc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation