Warrior Invictus Holding Company Inc 401k Profit Sharing Plan — Form 5500 plan (Warrior Invictus Holding Company, 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, Warrior Invictus Holding Company Inc 401k Profit Sharing Plan is a benefit plan reported by Warrior Invictus Holding Company, Inc. under EIN 36-4407380 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $24,401,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warrior Invictus Holding Company, Inc.
- EIN
- 36-4407380
- Plan number
- 001
- Plan type
- 2
- Location
- Bedford Park, IL
- Latest filing year
- 2023
- Participants
- 383
- End-of-year plan assets
- $24,401,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 383 | H, C | 20240930131507NAL0010208960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,401,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,401,935
- Net assets (BOY)
- $19,508,036
Income & contributions
- Employer contributions
- $937,364
- Participant contributions
- $1,547,141
- Total contributions
- $2,702,672
- Total income / additions
- $6,081,838
Expenses & distributions
- Benefits paid
- $1,148,813
- Administrative expenses
- $39,126
- Total expenses
- $1,187,939
- Net increase / (decrease)
- $4,893,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $34,353 | $0 | 2023 |
| Plante Moran Pllc | AUDITOR | $20,800 | not reported in the loaded dataset | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $16,758 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage | CONTRACT ADMIN | $16,268 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $72 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warrior Invictus Holding Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bedford Park, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Plante Moran Pllc — Schedule C compensation
- Lpl Financial — Schedule C compensation
- The Retirement Advantage — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation