Plan5500

Ivx Health 401(K) Plan — Form 5500 plan (Ivxpress, Inc. Dba Ivx Health)

Plain-English plan 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, Ivx Health 401(K) Plan is a benefit plan reported by Ivxpress, Inc. Dba Ivx Health under EIN 46-1432420 and plan number 001. The latest loaded filing year is 2023. The filing reports 461 participants and $11,787,717 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ivxpress, Inc. Dba Ivx Health
EIN
46-1432420
Plan number
001
Plan type
2
Location
Brentwood, TN
Latest filing year
2023
Participants
461
End-of-year plan assets
$11,787,717

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023461H, C20240731173956NAL0034765008001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,787,717
Total liabilities (EOY)
$0
Net assets (EOY)
$11,787,717
Net assets (BOY)
$6,871,081

Income & contributions

Employer contributions
$1,253,859
Participant contributions
$2,385,070
Total contributions
$4,025,655
Total income / additions
$5,744,528

Expenses & distributions

Benefits paid
$776,386
Administrative expenses
$51,506
Total expenses
$827,892
Net increase / (decrease)
$4,916,636

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch RetirementRECORDKEEPING FEE$49,840not reported in the loaded dataset2023
Futureplan AscensusRECORDKEEPING FEE$4,525not reported in the loaded dataset2023
Ascensus LLCRECORDKEEPING FEE$3,690not reported in the loaded dataset2023

Related Form 5500 pages