2023 Form 5500 filing — Ivi America LLC 401(K) 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 20241015162619NAL0015078323001) for Ivi America LLC 401(K) Profit Sharing Plan, reported by Ivi America LLC under EIN 81-1332940 and plan number 001. It reports 948 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162619NAL0015078323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ivi America LLC
- EIN
- 81-1332940
- Plan number
- 001
- Location
- Basking Ridge, NJ
- Participants
- 948
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,997,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,997,961
- Employer contributions
- $1,589,418
- Participant contributions
- $4,930,209
- Total income / additions
- $15,024,407
- Benefits paid
- $6,203,177
- Administrative expenses
- $138,589
- Total expenses
- $6,358,126
- Net increase / (decrease)
- $8,666,281
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | ADVISOR | $82,108 | not reported in the loaded dataset |
| Clyne Eagan & Associates | ACCOUNTANT/AUDITOR | $32,569 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,912 | $0 |