2023 Form 5500 filing — Iris Usa, Inc. Comprehensive Retirement Savings 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 20241010093558NAL0009862419001) for Iris Usa, Inc. Comprehensive Retirement Savings Plan, reported by Iris Usa, Inc. under EIN 36-3415877 and plan number 002. It reports 587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010093558NAL0009862419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iris Usa, Inc.
- EIN
- 36-3415877
- Plan number
- 002
- Location
- Pleasant Prairie, WI
- Participants
- 587
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,215,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,215,316
- Employer contributions
- $553,097
- Participant contributions
- $983,067
- Total income / additions
- $5,262,216
- Benefits paid
- $2,064,611
- Administrative expenses
- $66,248
- Total expenses
- $2,130,859
- Net increase / (decrease)
- $3,131,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Johnson Bank | NONE | $66,248 | $0 |