Innovative Driven 401(K) Plan — Form 5500 plan (Innovative Discovery Employment Services Company, Inc.)
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 Driven 401(K) Plan is a benefit plan reported by Innovative Discovery Employment Services Company, Inc. under EIN 82-1582174 and plan number 001. The latest loaded filing year is 2023. The filing reports 944 participants and $31,715,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Innovative Discovery Employment Services Company, Inc.
- EIN
- 82-1582174
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 944
- End-of-year plan assets
- $31,715,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 944 | H, C | 20241014133433NAL0015011875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,715,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,715,958
- Net assets (BOY)
- $27,268,100
Income & contributions
- Employer contributions
- $1,293,035
- Participant contributions
- $2,493,345
- Total contributions
- $3,940,234
- Total income / additions
- $8,681,099
Expenses & distributions
- Benefits paid
- $4,705,089
- Administrative expenses
- $97,516
- Total expenses
- $4,799,392
- Net increase / (decrease)
- $3,881,707
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $59,955 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $26,751 | $0 | 2023 |
| Blue Chip Retirement Plans Inc | CONTRACT ADMIN | $10,810 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Innovative Discovery Employment Services Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Blue Chip Retirement Plans Inc — Schedule C compensation