Invivoscribe, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Invivoscribe, Inc.)
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, Invivoscribe, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Invivoscribe, Inc. under EIN 26-3569157 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $15,373,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Invivoscribe, Inc.
- EIN
- 26-3569157
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $15,373,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20240816133014NAL0014609905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,373,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,373,011
- Net assets (BOY)
- $11,402,787
Income & contributions
- Employer contributions
- $776,168
- Participant contributions
- $1,658,322
- Total contributions
- $2,518,296
- Total income / additions
- $4,811,175
Expenses & distributions
- Benefits paid
- $760,596
- Administrative expenses
- $75,742
- Total expenses
- $840,951
- Net increase / (decrease)
- $3,970,224
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $33,750 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,327 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,190 | not reported in the loaded dataset | 2023 |
| Jgd & Associates Llp | OTHER | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Invivoscribe, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Jgd & Associates Llp — Schedule C compensation