2023 Form 5500 filing — Inviso Corp. 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 20241015094855NAL0014341603001) for Inviso Corp. 401(K) Plan, reported by Inviso Corp. under EIN 71-0965987 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094855NAL0014341603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inviso Corp.
- EIN
- 71-0965987
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,526,729
- Net assets (EOY)
- $10,526,729
- Employer contributions
- $374,754
- Participant contributions
- $949,925
- Total income / additions
- $2,894,923
- Benefits paid
- $215,406
- Administrative expenses
- $50,989
- Total expenses
- $266,395
- Net increase / (decrease)
- $2,628,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $47,076 | $0 |
| Sa Stone Wealth Management Inc. | BROKER/ADVISOR | $0 | $26,044 |
| Hunnex And Shoemaker Inc | CONTRACT ADMIN | $3,913 | $8,757 |