Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan — Form 5500 plan (Ivs Group, Inc. & Affiliates)
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, Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan is a benefit plan reported by Ivs Group, Inc. & Affiliates under EIN 55-0614475 and plan number 003. The latest loaded filing year is 2023. The filing reports 91 participants and $11,250,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ivs Group, Inc. & Affiliates
- EIN
- 55-0614475
- Plan number
- 003
- Plan type
- 2
- Location
- Nitro, WV
- Latest filing year
- 2023
- Participants
- 91
- End-of-year plan assets
- $11,250,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 91 | I | 20250127103658NAL0007139987001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,250,529
- Total liabilities (EOY)
- $16,652,359
- Net assets (EOY)
- -$5,401,830
- Net assets (BOY)
- -$8,763,333
Income & contributions
- Employer contributions
- $1,323,517
- Total income / additions
- $4,035,317
Expenses & distributions
- Benefits paid
- $285
- Total expenses
- $673,814
- Net increase / (decrease)
- $3,361,503
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.