2023 Form 5500 filing — Ivx Health 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731173956NAL0034765008001) for Ivx Health 401(K) Plan, reported by Ivxpress, Inc. Dba Ivx Health under EIN 46-1432420 and plan number 001. It reports 461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731173956NAL0034765008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ivxpress, Inc. Dba Ivx Health
- EIN
- 46-1432420
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,787,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,787,717
- Employer contributions
- $1,253,859
- Participant contributions
- $2,385,070
- Total income / additions
- $5,744,528
- Benefits paid
- $776,386
- Administrative expenses
- $51,506
- Total expenses
- $827,892
- Net increase / (decrease)
- $4,916,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement | RECORDKEEPING FEE | $49,840 | not reported in the loaded dataset |
| Futureplan Ascensus | RECORDKEEPING FEE | $4,525 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPING FEE | $3,690 | not reported in the loaded dataset |