Ivision Scale, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Ivision Scale, LLC)

Plain-English plan 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, Ivision Scale, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Ivision Scale, LLC under EIN 20-0732041 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $25,812,683 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ivision Scale, LLC
EIN
20-0732041
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
334
End-of-year plan assets
$25,812,683

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023334H, C20250213151748NAL0011916899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,812,683
Total liabilities (EOY)
$0
Net assets (EOY)
$25,812,683
Net assets (BOY)
$17,175,775

Income & contributions

Employer contributions
$1,157,965
Participant contributions
$2,501,612
Total contributions
$7,510,729
Total income / additions
$11,230,880

Expenses & distributions

Benefits paid
$2,494,747
Administrative expenses
$85,669
Total expenses
$2,593,972
Net increase / (decrease)
$8,636,908

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rockefeller Financial LLCINVESTMENT/FINANCIAL ADVI$81,358$02023
Adp, Inc.RECORD KEEPER$4,310$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages