Innovage, Llc 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2015. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Innovage, Llc 401(k) Plan Facts (plan year 2015)

Plan name
INNOVAGE 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
INNOVAGE, LLC
Participants
130 (96 active employees)
Former employees with a balance
36
Plan assets
$4,897,615 at Dec 31, 2015
Average account balance
$64,442 across 76 accounts
Plan year
Jan 1, 2015 – Dec 31, 2015
Plan established
Jan 1, 2002
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2015 (Jan 1, 2015 – Dec 31, 2015), filed Sep 15, 2016. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2015

  • $239,773 went into the plan in contributions.
  • $221,013 was paid out to participants.
  • Investment and other income added $15,660.
  • Administrative expenses were $800, about $11 per account.

How the Innovage, Llc 401(k) changed, 2010–2015

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2010151$3.26 million—$417,750
2011124$3.24 million—$288,493
2012137$3.68 million—$175,971
2013137$4.36 million—$166,306
2014137$4.86 million—$20,657
2015130$4.90 million—$221,013

Innovage, Llc 401(k) Contact Information

Phone
949-609-5032
Mailing address
4490 VON KARMAN AVENUE, NEWPORT BEACH CA 92660
Plan sponsor
INNOVAGE, LLC
Employer identification number (EIN)
20-8008726
Plan number
002

Questions about the Innovage, Llc 401(k)

Is the Innovage, Llc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2015, and no later filing was found under this employer's EIN.

Does Innovage, Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Innovage, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Innovage, Llc 401(k) plan?

130 participants at the start of plan year 2015, 96 of them active employees, and 36 former employees who still had money in the plan.

What is the average 401(k) balance at Innovage, Llc?

About $64,442 per account: $4.90 million in plan assets across 76 accounts with a balance at the end of plan year 2015.

Who manages the Innovage, Llc 401(k) accounts?

ADP Retirement Services is the plan's recordkeeper, which is where participants log in to see their balance.

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