Innovative Systems, LLC 401(K) Plan — Form 5500 plan (Innovative Systems, 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, Innovative Systems, LLC 401(K) Plan is a benefit plan reported by Innovative Systems, LLC under EIN 41-1920375 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $41,347,314 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Innovative Systems, LLC
EIN
41-1920375
Plan number
001
Plan type
2
Location
Mitchell, SD
Latest filing year
2023
Participants
212
End-of-year plan assets
$41,347,314

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20240927152220NAL0001152435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,347,314
Total liabilities (EOY)
$0
Net assets (EOY)
$41,347,314
Net assets (BOY)
$35,238,757

Income & contributions

Employer contributions
$327,484
Participant contributions
$1,792,932
Total contributions
$2,132,391
Total income / additions
$9,168,324

Expenses & distributions

Benefits paid
$2,974,526
Administrative expenses
$85,241
Total expenses
$3,059,767
Net increase / (decrease)
$6,108,557

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Osaic Wealth, Inc.NONE$46,284not reported in the loaded dataset2023
Cpi Qualified Plan Consultants, IncNONE$38,957not reported in the loaded dataset2023

Related Form 5500 pages