2023 Form 5500 filing — Invio Automation, 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 20241011102306NAL0036641152001) for Invio Automation, Inc. 401(K) Plan, reported by Invio Automation, Inc. under EIN 83-3107759 and plan number 001. It reports 538 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)$25.7MReported net assets$25,659,663
Participants538
Provider compensation$157.8K3 Schedule C row(s)$157,838
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011102306NAL0036641152001
- Plan sponsor
- Invio Automation, Inc.
- EIN
- 83-3107759
- Plan number
- 001
- Location
- Lansing, MI
- 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)$25.7M total assets
Net assets$25.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $25,659,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,659,663
- Employer contributions
- $1,293,819
- Participant contributions
- $2,590,988
- Total income / additions
- $8,337,990
- Benefits paid
- $3,519,403
- Administrative expenses
- $126,397
- Total expenses
- $3,662,190
- Net increase / (decrease)
- $4,675,800
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $126,397 | $0 |
| Ohio National Insurance Agency Inc | OTHER SERVICES | $0 | $24,698 |
| O N Equity Sales Co | OTHER SERVICES | $0 | $6,743 |