Innventures Ivi Lp 401k Profit Sharing Plan And Trust — Form 5500 plan (Innventures Ivi Lp)

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, Innventures Ivi Lp 401k Profit Sharing Plan And Trust is a benefit plan reported by Innventures Ivi Lp under EIN 82-2983870 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,376 participants and $13,195,168 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Innventures Ivi Lp
EIN
82-2983870
Plan number
001
Plan type
2
Location
Tukwila, WA
Latest filing year
2023
Participants
2,376
End-of-year plan assets
$13,195,168

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,376H, C20241015150936NAL0048577008001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,195,168
Total liabilities (EOY)
$0
Net assets (EOY)
$13,195,168
Net assets (BOY)
$10,674,843

Income & contributions

Employer contributions
$430,316
Participant contributions
$1,774,159
Total contributions
$2,511,281
Total income / additions
$4,227,651

Expenses & distributions

Benefits paid
$1,562,119
Administrative expenses
$32,730
Total expenses
$1,707,326
Net increase / (decrease)
$2,520,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$22,730$02023
Sd Mayer & AssociatesACCOUNTANT$10,000$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages