2023 Form 5500 filing — Infovista 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240603115905NAL0018273857001) for Infovista 401(K) Retirement Plan, reported by Infovista Technologies Inc. under EIN 92-1586901 and plan number 001. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240603115905NAL0018273857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Infovista Technologies Inc.
- EIN
- 92-1586901
- Plan number
- 001
- Location
- Billerica, MA
- Participants
- 396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,548,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,548,101
- Employer contributions
- $478,316
- Participant contributions
- $1,850,891
- Total income / additions
- $12,845,659
- Benefits paid
- $6,551,597
- Administrative expenses
- $173,774
- Total expenses
- $6,725,371
- Net increase / (decrease)
- $6,120,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $128,898 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $24,086 | $0 |