Ivi America LLC 401(K) Profit Sharing Plan — Form 5500 plan (Ivi America 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, Ivi America LLC 401(K) Profit Sharing Plan is a benefit plan reported by Ivi America LLC under EIN 81-1332940 and plan number 001. The latest loaded filing year is 2023. The filing reports 948 participants and $49,997,961 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ivi America LLC
- EIN
- 81-1332940
- Plan number
- 001
- Plan type
- 2
- Location
- Basking Ridge, NJ
- Latest filing year
- 2023
- Participants
- 948
- End-of-year plan assets
- $49,997,961
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 948 | H, C | 20241015162619NAL0015078323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,997,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,997,961
- Net assets (BOY)
- $41,331,680
Income & contributions
- Employer contributions
- $1,589,418
- Participant contributions
- $4,930,209
- Total contributions
- $7,578,622
- Total income / additions
- $15,024,407
Expenses & distributions
- Benefits paid
- $6,203,177
- Administrative expenses
- $138,589
- Total expenses
- $6,358,126
- Net increase / (decrease)
- $8,666,281
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors LLC | ADVISOR | $82,108 | not reported in the loaded dataset | 2023 |
| Clyne Eagan & Associates | ACCOUNTANT/AUDITOR | $32,569 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,912 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ivi America LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Basking Ridge, NJ
- Resources Investment Advisors LLC — Schedule C compensation
- Clyne Eagan & Associates — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation