Intervision Systems, LLC. 401(K) Profit Sharing Plan — Form 5500 plan (Intervision 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, Intervision Systems, LLC. 401(K) Profit Sharing Plan is a benefit plan reported by Intervision Systems, LLC under EIN 81-2370820 and plan number 001. The latest loaded filing year is 2023. The filing reports 563 participants and $63,255,413 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Intervision Systems, LLC
EIN
81-2370820
Plan number
001
Plan type
2
Location
Chesterfield, MO
Latest filing year
2023
Participants
563
End-of-year plan assets
$63,255,413

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023563H, C20241014154513NAL0026615057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,255,413
Total liabilities (EOY)
$0
Net assets (EOY)
$63,255,413
Net assets (BOY)
$56,487,853

Income & contributions

Employer contributions
$1,114,870
Participant contributions
$4,155,039
Total contributions
$5,887,475
Total income / additions
$14,885,907

Expenses & distributions

Benefits paid
$8,001,400
Administrative expenses
$116,947
Total expenses
$8,118,347
Net increase / (decrease)
$6,767,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$116,893$02023
Cetera Investment Advisers LLCINVESTMENT ADVISORY$0$69,3332023
Benefit Plans Plus LLCOTHER SERVICES$0$21,9832023

Related Form 5500 pages