Original filing (PDF)20251126140751NAL0007001920001

INVIZIONS INC

Name: INVIZIONS INC — INVIZIONS INC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: INVIZIONS INC

Form 5500-SF

FILING_RECEIVED

INVIZIONS INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18K

Net assets (EOY)

$6K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVIZIONS INC.

Plan sponsor

Name

INVIZIONS INC

EIN

20-3927083

Address

2519 STATE RT 61 SOUTH · NORWALK, OH · 44857

Phone

(419) 663-8621

Industry

Professional & Technical Servicessee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

PALMETTO MEDICAL GROUP

PALMETTO MEDICAL GROUP 401(K) P/S PLAN

$18K · 1 participants

VIRGO STRATEGIC LLC

VIRGO STRATEGIC LLC 401(K) PLAN

$18K · 3 participants

DATAMILL ANALYTICS LLC

DATAMILL ANALYTICS LLC 401(K) PROFIT SHARING PLAN & TRUST

$18K · 2 participants

LEADERSHIP LAB CO.

LEADERSHIP LAB CO. 401(K) PLAN

$18K · 4 participants

CHURCHGATE CONSULTING INC

CHURCHGATE CONSULTING

$18K · 116 participants