401k Plan data: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

INTERVINE, INC. has sponsored the creation of one or more 401k plans.

Company Name: INTERVINE, INC.

Employer identification number (EIN): 133604665

NAIC Classification: 424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01 JONJIE LOCKMAN 2023-10-11
002 2021-01-01 JONJIE LOCKMAN 2022-09-27
002 2021-01-01 JONJIE LOCKMAN 2023-01-01
002 2020-01-01 ELIZABETH HAMMON 2021-09-09
002 2019-01-01
002 2018-01-01 AMY JULLIEN AMY JULLIEN 2019-06-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01	JONJIE LOCKMAN	2023-10-11
002	2021-01-01	JONJIE LOCKMAN	2022-09-27
002	2021-01-01	JONJIE LOCKMAN	2023-01-01
002	2020-01-01	ELIZABETH HAMMON	2021-09-09
002	2019-01-01
002	2018-01-01	AMY JULLIEN		AMY JULLIEN	2019-06-18

Plan Statistics for INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 24
Number of retired or separated participants receiving benefits 2023-01-01 4
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 31
Number of participants with account balances 2023-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 18
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 5
Total of all active and inactive participants 2022-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 23
Number of participants with account balances 2022-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 19
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 22
Number of participants with account balances 2021-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 19
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 27
Number of participants with account balances 2020-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 26
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 28
Number of participants with account balances 2019-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 28
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 0
Total of all active and inactive participants 2018-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 28
Number of participants with account balances 2018-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4

Measure	Date	Value
2023: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	24
Number of retired or separated participants receiving benefits	2023-01-01	4
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	31
Number of participants with account balances	2023-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	18
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	5
Total of all active and inactive participants	2022-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	23
Number of participants with account balances	2022-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	19
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	22
Number of participants with account balances	2021-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	19
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	27
Number of participants with account balances	2020-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	26
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	28
Number of participants with account balances	2019-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	28
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	0
Total of all active and inactive participants	2018-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	28
Number of participants with account balances	2018-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4

Financial Data on INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$32,226,964
Total plan liabilities at beginning of year	2023-12-31	$32,851,644
Total income from all sources	2023-12-31	$731,866
Expenses. Total of all expenses incurred	2023-12-31	$72,307
Benefits paid (including direct rollovers)	2023-12-31	$51,300
Total plan assets at end of year	2023-12-31	$422,197
Total plan assets at beginning of year	2023-12-31	$387,318
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$21,007
Other income received	2023-12-31	$86,178
Net income (gross income less expenses)	2023-12-31	$659,559
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$-31,804,767
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$-32,464,326
Assets. Value of employer securities	2023-12-31	$386,000
Total contributions received or receivable from employer(s)	2023-12-31	$645,688
2022 : INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$32,851,644
Total plan liabilities at beginning of year	2022-12-31	$33,638,189
Total income from all sources	2022-12-31	$610,949
Expenses. Total of all expenses incurred	2022-12-31	$19,085
Benefits paid (including direct rollovers)	2022-12-31	$5,630
Total plan assets at end of year	2022-12-31	$387,319
Total plan assets at beginning of year	2022-12-31	$582,000
Value of fidelity bond covering the plan	2022-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$13,455
Other income received	2022-12-31	$143,509
Net income (gross income less expenses)	2022-12-31	$591,864
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$-32,464,325
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$-33,056,189
Assets. Value of employer securities	2022-12-31	$300,000
Total contributions received or receivable from employer(s)	2022-12-31	$467,440
2021 : INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$33,638,189
Total plan liabilities at beginning of year	2021-12-31	$34,027,760
Total income from all sources	2021-12-31	$498,698
Expenses. Total of all expenses incurred	2021-12-31	$28,125
Benefits paid (including direct rollovers)	2021-12-31	$14,742
Total plan assets at end of year	2021-12-31	$531,002
Total plan assets at beginning of year	2021-12-31	$450,000
Value of fidelity bond covering the plan	2021-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$13,383
Other income received	2021-12-31	$81,002
Net income (gross income less expenses)	2021-12-31	$470,573
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$-33,107,187
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$-33,577,760
Assets. Value of employer securities	2021-12-31	$531,002
Total contributions received or receivable from employer(s)	2021-12-31	$417,696
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$34,027,760
Total plan liabilities at beginning of year	2020-12-31	$35,527,760
Total income from all sources	2020-12-31	$-2,523,371
Expenses. Total of all expenses incurred	2020-12-31	$1,176,649
Benefits paid (including direct rollovers)	2020-12-31	$680
Total plan assets at end of year	2020-12-31	$450,000
Total plan assets at beginning of year	2020-12-31	$5,650,020
Value of fidelity bond covering the plan	2020-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$1,175,969
Other income received	2020-12-31	$-3,551,717
Net income (gross income less expenses)	2020-12-31	$-3,700,020
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$-33,577,760
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$-29,877,740
Assets. Value of employer securities	2020-12-31	$450,000
Total contributions received or receivable from employer(s)	2020-12-31	$1,028,346
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$35,527,760
Total plan liabilities at beginning of year	2019-12-31	$36,962,792
Total income from all sources	2019-12-31	$3,054,813
Expenses. Total of all expenses incurred	2019-12-31	$1,149,741
Benefits paid (including direct rollovers)	2019-12-31	$1,624
Total plan assets at end of year	2019-12-31	$5,650,020
Total plan assets at beginning of year	2019-12-31	$5,179,980
Value of fidelity bond covering the plan	2019-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,148,117
Other income received	2019-12-31	$1,294,688
Net income (gross income less expenses)	2019-12-31	$1,905,072
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$-29,877,740
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$-31,782,812
Assets. Value of employer securities	2019-12-31	$5,650,020
Total contributions received or receivable from employer(s)	2019-12-31	$1,760,125
2018 : INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$36,962,792
Total income from all sources	2018-12-31	$-31,765,809
Expenses. Total of all expenses incurred	2018-12-31	$17,003
Total plan assets at end of year	2018-12-31	$5,179,980
Value of fidelity bond covering the plan	2018-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$17,003
Other income received	2018-12-31	$-32,320,020
Net income (gross income less expenses)	2018-12-31	$-31,782,812
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$-31,782,812
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Assets. Value of employer securities	2018-12-31	$5,179,980
Total contributions received or receivable from employer(s)	2018-12-31	$554,211

Form 5500 Responses for INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INTERVINE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INTERVINE, INC.
Employer identification number (EIN):	133604665
NAIC Classification:	424800