Inviso Corp. 401(K) Plan — Form 5500 plan (Inviso Corp.)
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, Inviso Corp. 401(K) Plan is a benefit plan reported by Inviso Corp. under EIN 71-0965987 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $10,526,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Inviso Corp.
- EIN
- 71-0965987
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $10,526,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241015094855NAL0014341603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,526,729
- Net assets (EOY)
- $10,526,729
- Net assets (BOY)
- $7,898,201
Income & contributions
- Employer contributions
- $374,754
- Participant contributions
- $949,925
- Total contributions
- $1,324,679
- Total income / additions
- $2,894,923
Expenses & distributions
- Benefits paid
- $215,406
- Administrative expenses
- $50,989
- Total expenses
- $266,395
- Net increase / (decrease)
- $2,628,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $47,076 | $0 | 2023 |
| Sa Stone Wealth Management Inc. | BROKER/ADVISOR | $0 | $26,044 | 2023 |
| Hunnex And Shoemaker Inc | CONTRACT ADMIN | $3,913 | $8,757 | 2023 |