Infovista 401(K) Retirement Plan — Form 5500 plan (Infovista Technologies 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, Infovista 401(K) Retirement Plan is a benefit plan reported by Infovista Technologies Inc. under EIN 92-1586901 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $68,548,101 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Infovista Technologies Inc.
- EIN
- 92-1586901
- Plan number
- 001
- Plan type
- 2
- Location
- Billerica, MA
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $68,548,101
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20240603115905NAL0018273857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,548,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,548,101
- Net assets (BOY)
- $62,427,813
Income & contributions
- Employer contributions
- $478,316
- Participant contributions
- $1,850,891
- Total contributions
- $2,495,232
- Total income / additions
- $12,845,659
Expenses & distributions
- Benefits paid
- $6,551,597
- Administrative expenses
- $173,774
- Total expenses
- $6,725,371
- Net increase / (decrease)
- $6,120,288
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $128,898 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $24,086 | $0 | 2023 |