2023 Form 5500 filing — Innventures Ivi Lp 401k Profit Sharing Plan And Trust
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 20241015150936NAL0048577008001) for Innventures Ivi Lp 401k Profit Sharing Plan And Trust, reported by Innventures Ivi Lp under EIN 82-2983870 and plan number 001. It reports 2,376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150936NAL0048577008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innventures Ivi Lp
- EIN
- 82-2983870
- Plan number
- 001
- Location
- Tukwila, WA
- Participants
- 2,376
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,195,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,195,168
- Employer contributions
- $430,316
- Participant contributions
- $1,774,159
- Total income / additions
- $4,227,651
- Benefits paid
- $1,562,119
- Administrative expenses
- $32,730
- Total expenses
- $1,707,326
- Net increase / (decrease)
- $2,520,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $22,730 | $0 |
| Sd Mayer & Associates | ACCOUNTANT | $10,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |