2023 Form 5500 filing — Iris Telehealth 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 20241015073940NAL0046935360001) for Iris Telehealth 401(K) Plan, reported by Iris Telehealth, Inc under EIN 36-4880117 and plan number 001. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.4MReported net assets$16,447,822
Participants423
Provider compensation$36.7K3 Schedule C row(s)$36,670
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015073940NAL0046935360001
Plan sponsor
Iris Telehealth, Inc
EIN
36-4880117
Plan number
001
Location
Austin, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.4M total assets
Net assets$16.4MLiabilities$0
Money in vs. money out
Total income / additions$8.6M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$1.5M
Participant$3.5M
Full reported line items
Total assets (EOY)
$16,447,822
Total liabilities (EOY)
$0
Net assets (EOY)
$16,447,822
Employer contributions
$1,522,889
Participant contributions
$3,535,154
Total income / additions
$8,589,692
Benefits paid
$1,594,996
Administrative expenses
$36,670
Total expenses
$1,632,268
Net increase / (decrease)
$6,957,424
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $28.1K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $8.5K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015073940NAL0046935360001 cover?
It is the 2023 Form 5500 filing for Iris Telehealth 401(K) Plan, reported by Iris Telehealth, Inc (EIN 36-4880117).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages