401k Plan data: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN plan

IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	IVI AMERICA LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

IVI AMERICA LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IVI AMERICA LLC has sponsored the creation of one or more 401k plans.

Company Name: IVI AMERICA LLC

Employer identification number (EIN): 811332940

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about IVI AMERICA LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5954512

More information about IVI AMERICA LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IVI AMERICA LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 ROBERT MICERA 2022-10-17
001 2020-01-01 BENJAMIN PLATEK 2021-10-15
001 2019-01-01 PAUL BERGH 2020-10-13
001 2018-01-01 PAUL BERGH 2019-10-14
001 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	ROBERT MICERA	2022-10-17
001	2020-01-01	BENJAMIN PLATEK	2021-10-15
001	2019-01-01	PAUL BERGH	2020-10-13
001	2018-01-01	PAUL BERGH	2019-10-14
001	2017-01-01

Plan Statistics for IVI AMERICA LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for IVI AMERICA LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,096
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 803
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 145
Total of all active and inactive participants 2022-01-01 948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 948
Number of participants with account balances 2022-01-01 834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 71
2021: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 858
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 639
Number of retired or separated participants receiving benefits 2021-01-01 18
Number of other retired or separated participants entitled to future benefits 2021-01-01 439
Total of all active and inactive participants 2021-01-01 1,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,096
Number of participants with account balances 2021-01-01 1,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 136
2020: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 787
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 591
Number of retired or separated participants receiving benefits 2020-01-01 15
Number of other retired or separated participants entitled to future benefits 2020-01-01 252
Total of all active and inactive participants 2020-01-01 858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 858
Number of participants with account balances 2020-01-01 782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 79
2019: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 684
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 560
Number of retired or separated participants receiving benefits 2019-01-01 25
Number of other retired or separated participants entitled to future benefits 2019-01-01 202
Total of all active and inactive participants 2019-01-01 787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 787
Number of participants with account balances 2019-01-01 669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 81
2018: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 500
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 427
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 135
Total of all active and inactive participants 2018-01-01 562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 562
Number of participants with account balances 2018-01-01 451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 50
2017: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 455
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 386
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 93
Total of all active and inactive participants 2017-01-01 483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 483
Number of participants with account balances 2017-01-01 377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 31

Measure	Date	Value
2022: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,096
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	803
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	145
Total of all active and inactive participants	2022-01-01	948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	948
Number of participants with account balances	2022-01-01	834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	71
2021: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	858
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	639
Number of retired or separated participants receiving benefits	2021-01-01	18
Number of other retired or separated participants entitled to future benefits	2021-01-01	439
Total of all active and inactive participants	2021-01-01	1,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,096
Number of participants with account balances	2021-01-01	1,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	136
2020: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	787
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	591
Number of retired or separated participants receiving benefits	2020-01-01	15
Number of other retired or separated participants entitled to future benefits	2020-01-01	252
Total of all active and inactive participants	2020-01-01	858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	858
Number of participants with account balances	2020-01-01	782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	79
2019: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	684
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	560
Number of retired or separated participants receiving benefits	2019-01-01	25
Number of other retired or separated participants entitled to future benefits	2019-01-01	202
Total of all active and inactive participants	2019-01-01	787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	787
Number of participants with account balances	2019-01-01	669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	81
2018: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	500
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	427
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	135
Total of all active and inactive participants	2018-01-01	562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	562
Number of participants with account balances	2018-01-01	451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	50
2017: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	455
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	386
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	93
Total of all active and inactive participants	2017-01-01	483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	483
Number of participants with account balances	2017-01-01	377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	31

Financial Data on IVI AMERICA LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8,764
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,307,122
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,080,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,951,644
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,161
Value of total corrective distributions	2022-12-31	$6,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,062,985
Value of total assets at end of year	2022-12-31	$41,331,680
Value of total assets at beginning of year	2022-12-31	$45,727,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$120,334
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$13,625
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,557,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,557,587
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,333,704
Participant contributions at end of year	2022-12-31	$296,810
Participant contributions at beginning of year	2022-12-31	$331,250
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$171,002
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$788,354
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$8,764
Other income not declared elsewhere	2022-12-31	$6,773
Administrative expenses (other) incurred	2022-12-31	$120,334
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-4,387,509
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$41,331,680
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$45,719,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$39,278,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$13,210
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$455,597
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,300,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$43,327,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$43,327,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$415
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,738,040
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,962,384
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$14,292
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$940,927
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$160,455
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,951,644
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLYNE EAGAN & ASSOCIATES, P.A.
Accountancy firm EIN	2022-12-31	222706394
2021 : IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$8,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$10,181
Total income from all sources (including contributions)	2021-12-31	$9,443,210
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,315,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,034,277
Value of total corrective distributions	2021-12-31	$33,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,272,306
Value of total assets at end of year	2021-12-31	$45,727,953
Value of total assets at beginning of year	2021-12-31	$38,601,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$247,705
Total interest from all sources	2021-12-31	$15,101
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,613,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,613,540
Administrative expenses professional fees incurred	2021-12-31	$29,920
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,750,730
Participant contributions at end of year	2021-12-31	$331,250
Participant contributions at beginning of year	2021-12-31	$293,194
Participant contributions at end of year	2021-12-31	$171,002
Participant contributions at beginning of year	2021-12-31	$159,160
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$62,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$8,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$10,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,127,421
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$45,719,189
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$38,591,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$217,785
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$36,419,473
Interest on participant loans	2021-12-31	$15,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$43,327,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,738,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,582,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,542,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$459,199
Employer contributions (assets) at end of year	2021-12-31	$160,455
Employer contributions (assets) at beginning of year	2021-12-31	$147,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,034,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CLYNE EAGAN & ASSOCIATES, P.A.
Accountancy firm EIN	2021-12-31	222706394
2020 : IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$10,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$75
Total income from all sources (including contributions)	2020-12-31	$8,416,286
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,454,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,311,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,821,407
Value of total assets at end of year	2020-12-31	$38,601,949
Value of total assets at beginning of year	2020-12-31	$32,629,587
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$142,206
Total interest from all sources	2020-12-31	$16,322
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$834,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$834,713
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,350,344
Participant contributions at end of year	2020-12-31	$293,194
Participant contributions at beginning of year	2020-12-31	$333,965
Participant contributions at end of year	2020-12-31	$159,160
Participant contributions at beginning of year	2020-12-31	$46,107
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$40,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$10,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,962,256
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$38,591,768
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$32,629,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$142,206
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$36,419,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$30,509,828
Interest on participant loans	2020-12-31	$16,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,582,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,558,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,743,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$430,921
Employer contributions (assets) at end of year	2020-12-31	$147,919
Employer contributions (assets) at beginning of year	2020-12-31	$180,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,311,824
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLYNE EAGAN & ASSOCIATES, P.A.
Accountancy firm EIN	2020-12-31	222706394
2019 : IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$8,705,375
Total transfer of assets to this plan	2019-12-31	$8,705,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$75
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,449
Total income from all sources (including contributions)	2019-12-31	$8,583,866
Total income from all sources (including contributions)	2019-12-31	$8,583,866
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,581,648
Total of all expenses incurred	2019-12-31	$1,581,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,434,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,434,921
Value of total corrective distributions	2019-12-31	$18,866
Value of total corrective distributions	2019-12-31	$18,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,717,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,717,021
Value of total assets at end of year	2019-12-31	$32,629,587
Value of total assets at end of year	2019-12-31	$32,629,587
Value of total assets at beginning of year	2019-12-31	$16,928,368
Value of total assets at beginning of year	2019-12-31	$16,928,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$127,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$127,861
Total interest from all sources	2019-12-31	$15,550
Total interest from all sources	2019-12-31	$15,550
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$843,230
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$843,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$843,230
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$843,230
Administrative expenses professional fees incurred	2019-12-31	$18,955
Administrative expenses professional fees incurred	2019-12-31	$18,955
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,224,666
Contributions received from participants	2019-12-31	$2,224,666
Participant contributions at end of year	2019-12-31	$333,965
Participant contributions at end of year	2019-12-31	$333,965
Participant contributions at beginning of year	2019-12-31	$201,655
Participant contributions at beginning of year	2019-12-31	$201,655
Participant contributions at end of year	2019-12-31	$46,107
Participant contributions at end of year	2019-12-31	$46,107
Participant contributions at beginning of year	2019-12-31	$41,916
Participant contributions at beginning of year	2019-12-31	$41,916
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$117,684
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$117,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$6,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$6,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,002,218
Value of net income/loss	2019-12-31	$7,002,218
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$32,629,512
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$32,629,512
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,921,919
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,921,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$108,906
Investment advisory and management fees	2019-12-31	$108,906
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$30,509,828
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$30,509,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,601,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,601,408
Interest on participant loans	2019-12-31	$15,550
Interest on participant loans	2019-12-31	$15,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,558,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,558,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$929,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$929,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,008,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,008,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$374,671
Contributions received in cash from employer	2019-12-31	$374,671
Employer contributions (assets) at end of year	2019-12-31	$180,774
Employer contributions (assets) at end of year	2019-12-31	$180,774
Employer contributions (assets) at beginning of year	2019-12-31	$154,385
Employer contributions (assets) at beginning of year	2019-12-31	$154,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,434,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,434,921
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLYNE EAGAN & ASSOCIATES, P.A.
Accountancy firm name	2019-12-31	CLYNE EAGAN & ASSOCIATES, P.A.
Accountancy firm EIN	2019-12-31	222706394
Accountancy firm EIN	2019-12-31	222706394
2018 : IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,186,616
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$470,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$405,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,143,603
Value of total assets at end of year	2018-12-31	$16,922,968
Value of total assets at beginning of year	2018-12-31	$16,207,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$65,645
Total interest from all sources	2018-12-31	$8,026
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$19,324
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,726,056
Participant contributions at end of year	2018-12-31	$201,655
Participant contributions at beginning of year	2018-12-31	$151,750
Participant contributions at end of year	2018-12-31	$36,597
Participant contributions at beginning of year	2018-12-31	$18,000
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$105,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$715,707
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,922,968
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$16,207,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$45,352
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$15,601,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$15,167,389
Interest on participant loans	2018-12-31	$8,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$929,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$745,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-965,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$311,701
Employer contributions (assets) at end of year	2018-12-31	$154,304
Employer contributions (assets) at beginning of year	2018-12-31	$125,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$405,264
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLYNE EAGAN & ASSOCIATES, P.A.
Accountancy firm EIN	2018-12-31	222706394
2017 : IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,205,442
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$491,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$433,589
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,911,153
Value of total assets at end of year	2017-12-31	$16,207,261
Value of total assets at beginning of year	2017-12-31	$12,493,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$57,732
Total interest from all sources	2017-12-31	$5,829
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$57,732
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,563,955
Participant contributions at end of year	2017-12-31	$151,750
Participant contributions at beginning of year	2017-12-31	$143,550
Participant contributions at end of year	2017-12-31	$18,000
Participant contributions at beginning of year	2017-12-31	$17,928
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$55,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,714,121
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$16,207,261
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,493,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$15,167,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,627,211
Interest on participant loans	2017-12-31	$5,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$745,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$591,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,288,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$291,907
Employer contributions (assets) at end of year	2017-12-31	$125,039
Employer contributions (assets) at beginning of year	2017-12-31	$112,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$433,589
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLYNE EAGAN & ASSOCIATES, P. A.
Accountancy firm EIN	2017-12-31	222706394

Form 5500 Responses for IVI AMERICA LLC 401(K) PROFIT SHARING PLAN

2022: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IVI AMERICA 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IVI AMERICA 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IVI AMERICA LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

33473101

Policy instance

Insurance contract or identification number	33473101
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334731-01

Policy instance

Insurance contract or identification number	334731-01
Number of Individuals Covered	209
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334731-01

Policy instance

Insurance contract or identification number	334731-01
Number of Individuals Covered	185
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334731-01

Policy instance

Insurance contract or identification number	334731-01
Number of Individuals Covered	178
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334731-01

Policy instance

Insurance contract or identification number	334731-01
Number of Individuals Covered	129
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

334731-01

Policy instance

Insurance contract or identification number	334731-01
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

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Company Name:	IVI AMERICA LLC
Employer identification number (EIN):	811332940
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5954512