Innovex Downhole Solutions 401(K) Plan — Form 5500 plan (Innovex Downhole 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, Innovex Downhole Solutions 401(K) Plan is a benefit plan reported by Innovex Downhole Solutions, Inc. under EIN 81-4043469 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,385 participants and $32,264,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Innovex Downhole Solutions, Inc.
- EIN
- 81-4043469
- Plan number
- 001
- Plan type
- 2
- Location
- Humble, TX
- Latest filing year
- 2023
- Participants
- 1,385
- End-of-year plan assets
- $32,264,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,385 | H, C | 20241015121720NAL0029588001003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,264,329
- Net assets (EOY)
- $32,264,329
- Net assets (BOY)
- $25,701,155
Income & contributions
- Employer contributions
- $1,680,403
- Participant contributions
- $4,293,402
- Total contributions
- $6,202,925
- Total income / additions
- $10,649,354
Expenses & distributions
- Benefits paid
- $3,980,617
- Administrative expenses
- $88,483
- Total expenses
- $4,086,180
- Net increase / (decrease)
- $6,563,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $67,542 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,502 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $269 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Innovex Downhole Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Humble, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation