Inno4 401(K) Profit Sharing Plan — Form 5500 plan (Inno4 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, Inno4 401(K) Profit Sharing Plan is a benefit plan reported by Inno4 LLC under EIN 27-3068524 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $5,590,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Inno4 LLC
- EIN
- 27-3068524
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $5,590,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20250211125557NAL0010534851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,590,812
- Net assets (EOY)
- $5,590,812
- Net assets (BOY)
- $4,336,823
Income & contributions
- Employer contributions
- $390,361
- Participant contributions
- $367,928
- Total contributions
- $758,289
- Total income / additions
- $1,486,942
Expenses & distributions
- Benefits paid
- $236,419
- Administrative expenses
- $29,714
- Total expenses
- $232,953
- Net increase / (decrease)
- $1,253,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $13,962 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $13,446 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,367 | not reported in the loaded dataset | 2023 |
| Hub International New England | TPA | $838 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Inno4 LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Hub International New England — Schedule C compensation