Ivoclar Vivadent, Inc. 401(K) Retirement Plan — Form 5500 plan (Ivoclar Vivadent, Inc.)

Plain-English plan 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, Ivoclar Vivadent, Inc. 401(K) Retirement Plan is a benefit plan reported by Ivoclar Vivadent, Inc. under EIN 16-1287874 and plan number 001. The latest loaded filing year is 2023. The filing reports 679 participants and $101,330,603 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ivoclar Vivadent, Inc.
EIN
16-1287874
Plan number
001
Plan type
2
Location
Amherst, NY
Latest filing year
2023
Participants
679
End-of-year plan assets
$101,330,603

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023679H, C20241014103516NAL0027042193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,330,603
Total liabilities (EOY)
$0
Net assets (EOY)
$101,330,603
Net assets (BOY)
$84,635,449

Income & contributions

Employer contributions
$2,715,930
Participant contributions
$4,603,802
Total contributions
$8,055,500
Total income / additions
$22,552,111

Expenses & distributions

Benefits paid
$5,842,505
Administrative expenses
$14,452
Total expenses
$5,856,957
Net increase / (decrease)
$16,695,154

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesCONSULTANT$0$35,5372023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$14,452$02023
Bonadio & Co., LlpACCOUNTANT$0$13,5002023

Related Form 5500 pages