401k Plan data: ANUVU RETIREMENT PLAN plan

ANUVU RETIREMENT PLAN 401k Plan overview

Plan Name	ANUVU RETIREMENT PLAN
Plan identification number	001

ANUVU RETIREMENT 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ANUVU OPERATIONS LLC has sponsored the creation of one or more 401k plans.

Company Name: ANUVU OPERATIONS LLC

Employer identification number (EIN): 274757800

NAIC Classification: 517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANUVU RETIREMENT 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
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ZANT CHAPELO
001 2016-01-01 JENNI FINSEN
001 2015-01-01 MICHELLE WOODS
001 2014-01-01 JENNIFER FINSEN JENNIFER FINSEN 2017-04-13

Plan Statistics for ANUVU RETIREMENT PLAN

401k plan membership statisitcs for ANUVU RETIREMENT PLAN

Measure Date Value
2022: ANUVU RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 821
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 449
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 225
Total of all active and inactive participants 2022-01-01 675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 677
Number of participants with account balances 2022-01-01 648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 30
2021: ANUVU RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 820
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 453
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 360
Total of all active and inactive participants 2021-01-01 818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 821
Number of participants with account balances 2021-01-01 783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 38
2020: ANUVU RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 799
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 531
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 286
Total of all active and inactive participants 2020-01-01 818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 820
Number of participants with account balances 2020-01-01 752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 40
2019: ANUVU RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 820
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 557
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 241
Total of all active and inactive participants 2019-01-01 799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 799
Number of participants with account balances 2019-01-01 715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 75
2018: ANUVU RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 579
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 654
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 165
Total of all active and inactive participants 2018-01-01 820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 820
Number of participants with account balances 2018-01-01 736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 70
2017: ANUVU RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 467
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 112
Total of all active and inactive participants 2017-01-01 579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 579
Number of participants with account balances 2017-01-01 464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: ANUVU RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 341
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 361
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 51
Total of all active and inactive participants 2016-01-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 412
Number of participants with account balances 2016-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: ANUVU RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 313
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 22
Total of all active and inactive participants 2015-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 335
Number of participants with account balances 2015-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: ANUVU RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 218
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 6
Total of all active and inactive participants 2014-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 224
Number of participants with account balances 2014-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: ANUVU RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	821
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	449
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	225
Total of all active and inactive participants	2022-01-01	675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	677
Number of participants with account balances	2022-01-01	648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	30
2021: ANUVU RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	820
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	453
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	360
Total of all active and inactive participants	2021-01-01	818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	821
Number of participants with account balances	2021-01-01	783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	38
2020: ANUVU RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	799
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	531
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	286
Total of all active and inactive participants	2020-01-01	818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	820
Number of participants with account balances	2020-01-01	752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	40
2019: ANUVU RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	820
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	557
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	241
Total of all active and inactive participants	2019-01-01	799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	799
Number of participants with account balances	2019-01-01	715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	75
2018: ANUVU RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	579
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	654
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	165
Total of all active and inactive participants	2018-01-01	820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	820
Number of participants with account balances	2018-01-01	736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	70
2017: ANUVU RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	467
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	112
Total of all active and inactive participants	2017-01-01	579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	579
Number of participants with account balances	2017-01-01	464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: ANUVU RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	341
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	361
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	51
Total of all active and inactive participants	2016-01-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	412
Number of participants with account balances	2016-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: ANUVU RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	313
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	22
Total of all active and inactive participants	2015-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	335
Number of participants with account balances	2015-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: ANUVU RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	218
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	6
Total of all active and inactive participants	2014-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	224
Number of participants with account balances	2014-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on ANUVU RETIREMENT PLAN

Measure	Date	Value
2022 : ANUVU RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	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	$0
Total income from all sources (including contributions)	2022-12-31	$-3,661,326
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,235,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,208,652
Value of total corrective distributions	2022-12-31	$2,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,506,877
Value of total assets at end of year	2022-12-31	$38,533,380
Value of total assets at beginning of year	2022-12-31	$45,430,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,886
Total interest from all sources	2022-12-31	$36,857
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$750,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,465,700
Participant contributions at end of year	2022-12-31	$558,202
Participant contributions at beginning of year	2022-12-31	$407,586
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$171,169
Other income not declared elsewhere	2022-12-31	$24,494
Administrative expenses (other) incurred	2022-12-31	$23,886
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
Value of net income/loss	2022-12-31	$-6,896,638
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$38,533,380
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$45,430,018
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$36,806,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$43,933,014
Interest on participant loans	2022-12-31	$25,762
Interest earned on other investments	2022-12-31	$11,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,169,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,089,418
Net investment gain/loss from pooled separate accounts	2022-12-31	$-8,229,554
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	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$870,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,208,652
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KAUFMAN ROSSIN & CO.
Accountancy firm EIN	2022-12-31	591818353
2021 : ANUVU RETIREMENT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$10,743,366
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,141,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,076,293
Expenses. Certain deemed distributions of participant loans	2021-12-31	$224
Value of total corrective distributions	2021-12-31	$3,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,914,582
Value of total assets at end of year	2021-12-31	$45,430,018
Value of total assets at beginning of year	2021-12-31	$38,828,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$61,647
Total interest from all sources	2021-12-31	$34,884
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$750,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,387,052
Participant contributions at end of year	2021-12-31	$407,586
Participant contributions at beginning of year	2021-12-31	$384,776
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$476,859
Other income not declared elsewhere	2021-12-31	$17,774
Administrative expenses (other) incurred	2021-12-31	$61,647
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	$6,601,576
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$45,430,018
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$38,828,442
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$43,933,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$37,214,137
Interest on participant loans	2021-12-31	$23,652
Interest earned on other investments	2021-12-31	$11,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,089,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,229,529
Net investment gain/loss from pooled separate accounts	2021-12-31	$5,776,126
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	$1,050,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,076,293
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	Unqualified
Accountancy firm name	2021-12-31	KAUFMAN ROSSIN & CO.
Accountancy firm EIN	2021-12-31	591818353
2020 : ANUVU RETIREMENT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$10,877,538
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,827,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,813,253
Value of total corrective distributions	2020-12-31	$2,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,266,252
Value of total assets at end of year	2020-12-31	$38,828,442
Value of total assets at beginning of year	2020-12-31	$30,778,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$11,134
Total interest from all sources	2020-12-31	$33,979
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$750,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,961,957
Participant contributions at end of year	2020-12-31	$384,776
Participant contributions at beginning of year	2020-12-31	$336,857
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$334,391
Other income not declared elsewhere	2020-12-31	$-4,583
Administrative expenses (other) incurred	2020-12-31	$11,134
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	$8,050,180
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$38,828,442
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$30,778,262
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$37,214,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$29,302,702
Interest on participant loans	2020-12-31	$21,891
Interest earned on other investments	2020-12-31	$12,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,229,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,138,703
Net investment gain/loss from pooled separate accounts	2020-12-31	$6,581,890
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	No
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	$969,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,813,253
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	KAUFMAN ROSSIN & CO.
Accountancy firm EIN	2020-12-31	591818353
2019 : ANUVU RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$10,353,793
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,867,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,787,400
Expenses. Certain deemed distributions of participant loans	2019-12-31	$66,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,492,080
Value of total assets at end of year	2019-12-31	$30,778,262
Value of total assets at beginning of year	2019-12-31	$24,292,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,083
Total interest from all sources	2019-12-31	$13,793
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$750,000
If this is an individual account plan, was there a blackout period	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	$3,038,033
Participant contributions at end of year	2019-12-31	$336,857
Participant contributions at beginning of year	2019-12-31	$458,987
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$454,359
Other income not declared elsewhere	2019-12-31	$-154,285
Administrative expenses (other) incurred	2019-12-31	$14,083
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	$6,486,248
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$30,778,262
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,292,014
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$29,302,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$22,979,987
Interest on participant loans	2019-12-31	$21,033
Interest earned on other investments	2019-12-31	$-7,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,138,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$853,040
Net investment gain/loss from pooled separate accounts	2019-12-31	$6,002,205
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	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	$999,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,787,400
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KAUFMAN ROSSIN & CO.
Accountancy firm EIN	2019-12-31	591818353
2018 : ANUVU RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$16,073,499
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	$3,003,232
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,984,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,957,627
Value of total corrective distributions	2018-12-31	$11,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,571,288
Value of total assets at end of year	2018-12-31	$24,292,014
Value of total assets at beginning of year	2018-12-31	$8,199,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,270
Total interest from all sources	2018-12-31	$46,955
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
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$750,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,395,008
Participant contributions at end of year	2018-12-31	$458,987
Participant contributions at beginning of year	2018-12-31	$98,230
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$35,754
Other income not declared elsewhere	2018-12-31	$3,231
Administrative expenses (other) incurred	2018-12-31	$15,270
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	$18,862
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,292,014
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,199,653
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$22,979,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,872,527
Interest on participant loans	2018-12-31	$22,684
Interest earned on other investments	2018-12-31	$24,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$853,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$228,896
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,618,242
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	No
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	$1,140,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,957,627
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	KAUFMAN ROSSIN & CO.
Accountancy firm EIN	2018-12-31	591818353
2017 : ANUVU RETIREMENT 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	$4,169,580
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,011,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$980,851
Value of total corrective distributions	2017-12-31	$23,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,137,236
Value of total assets at end of year	2017-12-31	$8,199,653
Value of total assets at beginning of year	2017-12-31	$5,041,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,753
Total interest from all sources	2017-12-31	$5,383
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
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$750,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,795,070
Participant contributions at end of year	2017-12-31	$98,230
Participant contributions at beginning of year	2017-12-31	$59,779
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$801,834
Other income not declared elsewhere	2017-12-31	$49
Administrative expenses (other) incurred	2017-12-31	$6,753
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	$3,158,287
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,199,653
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,041,366
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	$7,872,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,817,363
Interest on participant loans	2017-12-31	$3,406
Interest earned on other investments	2017-12-31	$1,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$228,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$164,224
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,026,912
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	Yes
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	$540,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$980,851
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	KAUFMAN ROSSIN & CO.
Accountancy firm EIN	2017-12-31	591818353
2016 : ANUVU RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,244,715
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,193,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,110,159
Value of total corrective distributions	2016-12-31	$78,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,925,316
Value of total assets at end of year	2016-12-31	$5,041,366
Value of total assets at beginning of year	2016-12-31	$3,989,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,261
Total interest from all sources	2016-12-31	$2,512
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$750,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,465,427
Participant contributions at end of year	2016-12-31	$59,779
Participant contributions at beginning of year	2016-12-31	$16,438
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$251,153
Other income not declared elsewhere	2016-12-31	$490
Administrative expenses (other) incurred	2016-12-31	$4,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,051,641
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,041,366
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,989,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,817,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,517,871
Interest on participant loans	2016-12-31	$1,115
Interest earned on other investments	2016-12-31	$1,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$164,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$455,416
Net investment gain/loss from pooled separate accounts	2016-12-31	$316,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$208,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,110,159
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WRIGHT FORD YOUNG & CO. CPAS
Accountancy firm EIN	2016-12-31	953288054
2015 : ANUVU RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$1,671,472
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,116,885
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$451,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$430,041
Expenses. Certain deemed distributions of participant loans	2015-12-31	$19,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,186,678
Value of total assets at end of year	2015-12-31	$3,989,725
Value of total assets at beginning of year	2015-12-31	$1,653,074
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,823
Total interest from all sources	2015-12-31	$4,003
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$750,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$729,520
Participant contributions at end of year	2015-12-31	$16,438
Participant contributions at beginning of year	2015-12-31	$14,643
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$457,158
Other income not declared elsewhere	2015-12-31	$983
Administrative expenses (other) incurred	2015-12-31	$1,823
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	$665,179
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,989,725
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,653,074
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,517,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,600,006
Interest on participant loans	2015-12-31	$606
Interest earned on other investments	2015-12-31	$3,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$455,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$38,425
Net investment gain/loss from pooled separate accounts	2015-12-31	$-74,779
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$430,041
Did the plan have assets held for investment	2015-12-31	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	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	No
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	WRIGHT FORD YOUNG & CO. CPAS
Accountancy firm EIN	2015-12-31	953288054
2014 : ANUVU RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$896,813
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$557,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$554,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$795,643
Value of total assets at end of year	2014-12-31	$1,653,074
Value of total assets at beginning of year	2014-12-31	$1,314,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,170
Total interest from all sources	2014-12-31	$218
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$700,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$382,229
Participant contributions at end of year	2014-12-31	$14,643
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$413,414
Other income not declared elsewhere	2014-12-31	$23
Administrative expenses (other) incurred	2014-12-31	$3,170
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	$338,816
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,653,074
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,314,258
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,600,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,314,258
Interest on participant loans	2014-12-31	$79
Interest earned on other investments	2014-12-31	$139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$38,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$100,929
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$554,827
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	Yes
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	WRIGHT FORD YOUNG & CO. CPAS
Accountancy firm EIN	2014-12-31	953288054

Form 5500 Responses for ANUVU RETIREMENT PLAN

2022: ANUVU RETIREMENT 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 – 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: ANUVU RETIREMENT 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 – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ANUVU RETIREMENT 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 – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ANUVU RETIREMENT 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 – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ANUVU RETIREMENT 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 – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ANUVU RETIREMENT 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 – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ANUVU RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ANUVU RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ANUVU RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9807

Policy instance

Insurance contract or identification number	ZH9807
Number of Individuals Covered	677
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $62,212
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $35,124
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9807

Policy instance

Insurance contract or identification number	ZH9807
Number of Individuals Covered	821
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $84,270
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $84,270
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9807

Policy instance

Insurance contract or identification number	ZH9807
Number of Individuals Covered	820
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $63,291
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $63,291
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9807

Policy instance

Insurance contract or identification number	ZH9807
Number of Individuals Covered	799
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $70,530
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $70,530
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9807

Policy instance

Insurance contract or identification number	ZH9807
Number of Individuals Covered	820
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $39,236
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $39,236
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9807

Policy instance

Insurance contract or identification number	ZH9807
Number of Individuals Covered	579
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $16,193
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,193
Insurance broker organization code?	3
Insurance broker name	KESTRA INVESTMENT SERVICES, LLC

Potentially related plans

ANUVU RETIREMENT PLAN [EIN = 854087698]

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Company Name:	ANUVU OPERATIONS LLC
Employer identification number (EIN):	274757800
NAIC Classification:	517000