401k Plan data: INNOVATIX PROFIT SHARING AND SAVINGS PLAN plan

INNOVATIX PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan Name	INNOVATIX PROFIT SHARING AND SAVINGS PLAN
Plan identification number	001

INNOVATIX PROFIT SHARING AND SAVINGS 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

INNOVATIX, LLC has sponsored the creation of one or more 401k plans.

Company Name: INNOVATIX, LLC

Employer identification number (EIN): 030420354

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Additional information about INNOVATIX, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2017-06-13

Company Identification Number: L17000129726

Legal Registered Office Address: 348 W TROPICAL TRCE

SAINT JOHNS

32259

More information about INNOVATIX, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INNOVATIX PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 MARJORIE ROSENTHAL
001 2014-01-01 MARJORIE ROSENTHAL
001 2013-01-01 MARJORIE ROSENTHAL
001 2012-01-01 MARJORIE ROSENTHAL
001 2011-01-01 MARJORIE ROSENTHAL
001 2010-01-01 MARJORIE ROSENTHAL
001 2009-01-01 MARJORIE ROSENTHAL

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	MARJORIE ROSENTHAL
001	2014-01-01	MARJORIE ROSENTHAL
001	2013-01-01	MARJORIE ROSENTHAL
001	2012-01-01	MARJORIE ROSENTHAL
001	2011-01-01	MARJORIE ROSENTHAL
001	2010-01-01	MARJORIE ROSENTHAL
001	2009-01-01	MARJORIE ROSENTHAL

Plan Statistics for INNOVATIX PROFIT SHARING AND SAVINGS PLAN

401k plan membership statisitcs for INNOVATIX PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2015: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 111
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 38
Total of all active and inactive participants 2014-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 149
Number of participants with account balances 2014-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 111
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 34
Total of all active and inactive participants 2013-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 145
Number of participants with account balances 2013-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 111
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 30
Total of all active and inactive participants 2012-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 141
Number of participants with account balances 2012-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 106
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 128
Number of participants with account balances 2011-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 99
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 20
Total of all active and inactive participants 2010-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 119
Number of participants with account balances 2010-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 94
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 112
Number of participants with account balances 2009-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	111
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	38
Total of all active and inactive participants	2014-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	149
Number of participants with account balances	2014-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	111
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	34
Total of all active and inactive participants	2013-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	145
Number of participants with account balances	2013-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	111
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	30
Total of all active and inactive participants	2012-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	141
Number of participants with account balances	2012-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	106
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	128
Number of participants with account balances	2011-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	99
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	20
Total of all active and inactive participants	2010-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	119
Number of participants with account balances	2010-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	94
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	112
Number of participants with account balances	2009-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on INNOVATIX PROFIT SHARING AND SAVINGS PLAN

Measure	Date	Value
2015 : INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-12-31	$14,561,397
Total income from all sources (including contributions)	2015-12-31	$1,829,335
Total of all expenses incurred	2015-12-31	$1,573,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,481,121
Expenses. Certain deemed distributions of participant loans	2015-12-31	$219
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,525,570
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$14,305,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$92,060
Total interest from all sources	2015-12-31	$1,223
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$169,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$169,705
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$716,353
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$168,606
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1,170
Administrative expenses (other) incurred	2015-12-31	$59,257
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$6,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$255,935
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,305,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$32,803
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,933,663
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$1,223
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,195,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$111,599
Net investment gain or loss from common/collective trusts	2015-12-31	$21,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$809,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,481,121
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LOEB & TROEPER
Accountancy firm EIN	2015-12-31	131517563
2014 : INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,443,580
Total of all expenses incurred	2014-12-31	$978,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$877,466
Expenses. Certain deemed distributions of participant loans	2014-12-31	$20,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,487,738
Value of total assets at end of year	2014-12-31	$14,305,462
Value of total assets at beginning of year	2014-12-31	$12,840,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$80,750
Total interest from all sources	2014-12-31	$2,638
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$222,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$222,073
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$664,516
Participant contributions at end of year	2014-12-31	$168,606
Participant contributions at beginning of year	2014-12-31	$175,399
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$55,942
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1,170
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$1,163
Administrative expenses (other) incurred	2014-12-31	$54,914
Total non interest bearing cash at end of year	2014-12-31	$6,887
Total non interest bearing cash at beginning of year	2014-12-31	$6,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,464,842
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,305,462
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,840,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$25,836
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,933,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,006,040
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,651,750
Interest on participant loans	2014-12-31	$2,629
Interest earned on other investments	2014-12-31	$9
Value of interest in common/collective trusts at end of year	2014-12-31	$1,195,136
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$708,040
Net investment gain/loss from pooled separate accounts	2014-12-31	$4,983
Net investment gain or loss from common/collective trusts	2014-12-31	$18,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$767,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$877,466
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	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LOEB & TROEPER
Accountancy firm EIN	2014-12-31	131517563
2013 : INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,949,490
Total of all expenses incurred	2013-12-31	$610,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$564,684
Expenses. Certain deemed distributions of participant loans	2013-12-31	$12,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,562,197
Value of total assets at end of year	2013-12-31	$12,840,620
Value of total assets at beginning of year	2013-12-31	$9,501,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$33,474
Total interest from all sources	2013-12-31	$2,682
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$138,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$138,286
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$693,656
Participant contributions at end of year	2013-12-31	$175,399
Participant contributions at beginning of year	2013-12-31	$186,020
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$49,074
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$1,163
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,691
Administrative expenses (other) incurred	2013-12-31	$16,552
Total non interest bearing cash at end of year	2013-12-31	$6,009
Total non interest bearing cash at beginning of year	2013-12-31	$1,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,338,905
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,840,620
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,501,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$16,922
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,006,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,027,655
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,651,750
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,284,559
Interest on participant loans	2013-12-31	$2,673
Interest earned on other investments	2013-12-31	$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,220,945
Net investment gain/loss from pooled separate accounts	2013-12-31	$25,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$819,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$564,684
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LOEB & TROEPER
Accountancy firm EIN	2013-12-31	131517563
2012 : INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,314,046
Total of all expenses incurred	2012-12-31	$228,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$202,714
Expenses. Certain deemed distributions of participant loans	2012-12-31	$24,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,376,729
Value of total assets at end of year	2012-12-31	$9,501,715
Value of total assets at beginning of year	2012-12-31	$7,415,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,262
Total interest from all sources	2012-12-31	$25,263
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$159,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$159,120
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$627,804
Participant contributions at end of year	2012-12-31	$186,020
Participant contributions at beginning of year	2012-12-31	$222,482
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$15,807
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$24,401
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,691
Administrative expenses (other) incurred	2012-12-31	$1,262
Total non interest bearing cash at end of year	2012-12-31	$1,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,086,023
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,501,715
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,415,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,027,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,412,649
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,284,559
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$52,435
Interest on participant loans	2012-12-31	$5,421
Interest earned on other investments	2012-12-31	$19,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$712,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$747,603
Net investment gain/loss from pooled separate accounts	2012-12-31	$5,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$724,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$202,714
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LOEB & TROEPER
Accountancy firm EIN	2012-12-31	131517563
2011 : INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,423,099
Expenses. Total of all expenses incurred	2011-12-31	$224,219
Benefits paid (including direct rollovers)	2011-12-31	$217,027
Total plan assets at end of year	2011-12-31	$7,415,692
Total plan assets at beginning of year	2011-12-31	$6,216,812
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$558,529
Contributions received from other sources (not participants or employers)	2011-12-31	$197,590
Other income received	2011-12-31	$-18,465
Net income (gross income less expenses)	2011-12-31	$1,198,880
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,415,692
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,216,812
Assets. Value of participant loans	2011-12-31	$222,482
Total contributions received or receivable from employer(s)	2011-12-31	$685,445
Value of certain deemed distributions of participant loans	2011-12-31	$7,192
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,980,490
Expenses. Total of all expenses incurred	2010-12-31	$439,734
Benefits paid (including direct rollovers)	2010-12-31	$436,788
Total plan assets at end of year	2010-12-31	$6,216,812
Total plan assets at beginning of year	2010-12-31	$4,676,056
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$549,733
Contributions received from other sources (not participants or employers)	2010-12-31	$81,722
Other income received	2010-12-31	$710,451
Net income (gross income less expenses)	2010-12-31	$1,540,756
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,216,812
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,676,056
Assets. Value of participant loans	2010-12-31	$73,710
Total contributions received or receivable from employer(s)	2010-12-31	$638,584
Value of certain deemed distributions of participant loans	2010-12-31	$2,946
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for INNOVATIX PROFIT SHARING AND SAVINGS PLAN

2015: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: INNOVATIX PROFIT SHARING AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7550344

Policy instance

Insurance contract or identification number	L7550344
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7550344

Policy instance

Insurance contract or identification number	L7550344
Number of Individuals Covered	149
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

L7550344

Policy instance

Insurance contract or identification number	L7550344
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-03-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7550344

Policy instance

Insurance contract or identification number	L7550344
Number of Individuals Covered	145
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

L7550344

Policy instance

Insurance contract or identification number	L7550344
Number of Individuals Covered	145
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7550344

Policy instance

Insurance contract or identification number	L7550344
Number of Individuals Covered	141
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,373
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,373
Insurance broker organization code?	3
Insurance broker name	HEALTHCARE COMMUNITY SECURITIESCORP

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

L7550344

Policy instance

Insurance contract or identification number	L7550344
Number of Individuals Covered	141
Insurance policy start date	2012-11-20
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7550344

Policy instance

Insurance contract or identification number	L7550344
Number of Individuals Covered	128
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,216
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

L7550344

Policy instance

Insurance contract or identification number	L7550344
Number of Individuals Covered	119
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,967
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,967
Insurance broker organization code?	3
Insurance broker name	HEALTHCARE COMMUNITY SECURITIESCORP

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Company Name:	INNOVATIX, LLC
Employer identification number (EIN):	030420354
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2017-06-13
Company Identification Number:	L17000129726
Legal Registered Office Address:	348 W TROPICAL TRCE SAINT JOHNS 32259