2023 Form 5500 filing — Inova Payroll, Inc. 401(K) 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 20240815095352NAL0007145971001) for Inova Payroll, Inc. 401(K) Plan, reported by Inova Payroll, Inc. under EIN 27-5141646 and plan number 001. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.6MReported net assets$12,557,700
Participants310
Provider compensation$73.5K2 Schedule C row(s)$73,475
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240815095352NAL0007145971001
Plan sponsor
Inova Payroll, Inc.
EIN
27-5141646
Plan number
001
Location
Nashville, TN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$682.3K
Benefits paid / distributions$606.5K
Contributions
Employer$382.5K
Participant$1.3M
Full reported line items
Total assets (EOY)
$12,557,700
Total liabilities (EOY)
$0
Net assets (EOY)
$12,557,700
Employer contributions
$382,512
Participant contributions
$1,265,820
Total income / additions
$3,682,672
Benefits paid
$606,548
Administrative expenses
$75,725
Total expenses
$682,273
Net increase / (decrease)
$3,000,399

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Erisa Partners, Inc.RECORDKEEPER$47,970not reported in the loaded dataset
Erisa Advisers, Inc.INVESTMENT MANAGER$25,505not reported in the loaded dataset

Related Form 5500 pages