INVNT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INVNT, LLC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2020: INVNT, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 64 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 26 |
| Total of all active and inactive participants | 2020-01-01 | 90 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 90 |
| Number of participants with account balances | 2020-01-01 | 72 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 28 |
| 2019: INVNT, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 82 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 16 |
| Total of all active and inactive participants | 2019-01-01 | 98 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 98 |
| Number of participants with account balances | 2019-01-01 | 76 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 12 |
| 2018: INVNT, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 76 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
| Total of all active and inactive participants | 2018-01-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 82 |
| Number of participants with account balances | 2018-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : INVNT, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $854,775 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $313,665 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $283,682 |
| Total plan assets at end of year | 2020-12-31 | $2,690,672 |
| Total plan assets at beginning of year | 2020-12-31 | $2,149,562 |
| Total contributions received or receivable from participants | 2020-12-31 | $406,704 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $79,490 |
| Other income received | 2020-12-31 | $346,210 |
| Net income (gross income less expenses) | 2020-12-31 | $541,110 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,690,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,149,562 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $22,371 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $29,983 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : INVNT, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,393,972 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $35,320 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $12,006 |
| Total plan assets at end of year | 2019-12-31 | $2,149,562 |
| Total plan assets at beginning of year | 2019-12-31 | $790,910 |
| Total contributions received or receivable from participants | 2019-12-31 | $574,910 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $390,151 |
| Other income received | 2019-12-31 | $329,656 |
| Net income (gross income less expenses) | 2019-12-31 | $1,358,652 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,149,562 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $790,910 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $99,255 |
| Value of corrective distributions | 2019-12-31 | $264 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $23,050 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : INVNT, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $805,084 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $14,174 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $8,381 |
| Total plan assets at end of year | 2018-12-31 | $790,910 |
| Total plan assets at beginning of year | 2018-12-31 | $0 |
| Total contributions received or receivable from participants | 2018-12-31 | $550,758 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $314,708 |
| Other income received | 2018-12-31 | $-60,382 |
| Net income (gross income less expenses) | 2018-12-31 | $790,910 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $790,910 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $5,793 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2020: INVNT, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: INVNT, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: INVNT, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | First time form 5500 has been submitted | Yes |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
| Policy contract number | 801812 |
| Policy instance | 1 |
| Insurance contract or identification number | 801812 | | Number of Individuals Covered | 74 | | Insurance policy start date | 2020-01-16 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $10,785 | | Total amount of fees paid to insurance company | USD $2,806 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,785 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1725 | | Additional information about fees paid to insurance broker | TPA FEES PAID |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
| Policy contract number | 801812 |
| Policy instance | 1 |
| Insurance contract or identification number | 801812 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2019-01-16 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $7,889 | | Total amount of fees paid to insurance company | USD $1,670 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,889 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1420 | | Additional information about fees paid to insurance broker | TPA COMPENSATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
| Policy contract number | 801812 |
| Policy instance | 1 |
| Insurance contract or identification number | 801812 | | Number of Individuals Covered | 64 | | Insurance policy start date | 2018-01-16 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,681 | | Total amount of fees paid to insurance company | USD $5,976 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 5676 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $1,681 |
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