Invictus International Consulting, LLC 401(K) Plan — Form 5500 plan (Invictus International Consulting, 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, Invictus International Consulting, LLC 401(K) Plan is a benefit plan reported by Invictus International Consulting, LLC under EIN 26-3728938 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $15,420,928 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Invictus International Consulting, LLC
EIN
26-3728938
Plan number
001
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
Participants
249
End-of-year plan assets
$15,420,928

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20241008151931NAL0017868753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,420,928
Total liabilities (EOY)
$9,450
Net assets (EOY)
$15,411,478
Net assets (BOY)
$11,993,421

Income & contributions

Employer contributions
$591,566
Participant contributions
$2,037,926
Total contributions
$2,805,233
Total income / additions
$5,117,088

Expenses & distributions

Benefits paid
$1,662,178
Administrative expenses
$36,853
Total expenses
$1,699,031
Net increase / (decrease)
$3,418,057

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Arbor Private WealthADVISOR$32,504not reported in the loaded dataset2023
Map Retirement Inc.THIRD PARTY ADMIN$5,100not reported in the loaded dataset2023
The Vanguard Group, Inc.RECORDKEEPER$4,705not reported in the loaded dataset2023

Related Form 5500 pages