Invictus Partners Incorporated Retirement Plan — Form 5500 plan (Invictus Partners Incorporated)
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, Invictus Partners Incorporated Retirement Plan is a benefit plan reported by Invictus Partners Incorporated under EIN 81-2674774 and plan number 001. The latest loaded filing year is 2023. The filing reports 31 participants and $1,881,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Invictus Partners Incorporated
- EIN
- 81-2674774
- Plan number
- 001
- Plan type
- 2
- Location
- Leander, TX
- Latest filing year
- 2023
- Participants
- 31
- End-of-year plan assets
- $1,881,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I | 20240820093904NAL0002408401001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,881,946
- Net assets (EOY)
- $1,881,946
- Net assets (BOY)
- $5,006,981
Income & contributions
- Total income / additions
- -$3,125,035
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$3,125,035
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.