2023 Form 5500 filing — Warrior Invictus Holding Company Inc 401k Profit Sharing 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 20240930131507NAL0010208960001) for Warrior Invictus Holding Company Inc 401k Profit Sharing Plan, reported by Warrior Invictus Holding Company, Inc. under EIN 36-4407380 and plan number 001. It reports 383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930131507NAL0010208960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Warrior Invictus Holding Company, Inc.
- EIN
- 36-4407380
- Plan number
- 001
- Location
- Bedford Park, IL
- Participants
- 383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,401,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,401,935
- Employer contributions
- $937,364
- Participant contributions
- $1,547,141
- Total income / additions
- $6,081,838
- Benefits paid
- $1,148,813
- Administrative expenses
- $39,126
- Total expenses
- $1,187,939
- Net increase / (decrease)
- $4,893,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $34,353 | $0 |
| Plante Moran Pllc | AUDITOR | $20,800 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT ADVISOR | $16,758 | not reported in the loaded dataset |
| The Retirement Advantage | CONTRACT ADMIN | $16,268 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $72 | not reported in the loaded dataset |