2023 Form 5500 filing — Ivoclar Vivadent, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014103516NAL0027042193001) for Ivoclar Vivadent, Inc. 401(K) Retirement Plan, reported by Ivoclar Vivadent, Inc. under EIN 16-1287874 and plan number 001. It reports 679 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103516NAL0027042193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ivoclar Vivadent, Inc.
- EIN
- 16-1287874
- Plan number
- 001
- Location
- Amherst, NY
- Participants
- 679
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,330,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,330,603
- Employer contributions
- $2,715,930
- Participant contributions
- $4,603,802
- Total income / additions
- $22,552,111
- Benefits paid
- $5,842,505
- Administrative expenses
- $14,452
- Total expenses
- $5,856,957
- Net increase / (decrease)
- $16,695,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | CONSULTANT | $0 | $35,537 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,452 | $0 |
| Bonadio & Co., Llp | ACCOUNTANT | $0 | $13,500 |