Fidelity bond in place
Not reported
Filing
Iris Ltd. Retirement Plan & Trust
Iris Ltd. • EIN 95-2929607 • Plan year 2000
Filing Insights
Participants
Flat3 → 3
0 • 0.00%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
Context- Pension payor EIN
- 13-3180817
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 3 | $897,750 | $46,660 | $15,553iApproximate average salary by contribution assumption: employee only about $388,833 at 4% or $259,222 at 6%; with 50% employer match about $259,222 at 4% or $172,815 at 6%; with 100% employer match about $194,417 at 4% or $129,611 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $897,750 | $46,660 | $15,553iApproximate average salary by contribution assumption: employee only about $388,833 at 4% or $259,222 at 6%; with 50% employer match about $259,222 at 4% or $172,815 at 6%; with 100% employer match about $194,417 at 4% or $129,611 at 6%. |
| 2015 | 1 | 3 | $989,578 | $48,460 | $16,153iApproximate average salary by contribution assumption: employee only about $403,833 at 4% or $269,222 at 6%; with 50% employer match about $269,222 at 4% or $179,481 at 6%; with 100% employer match about $201,917 at 4% or $134,611 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $989,578 | $48,460 | $16,153iApproximate average salary by contribution assumption: employee only about $403,833 at 4% or $269,222 at 6%; with 50% employer match about $269,222 at 4% or $179,481 at 6%; with 100% employer match about $201,917 at 4% or $134,611 at 6%. |
| 2014 | 1 | 3 | $986,025 | $39,160 | $13,053iApproximate average salary by contribution assumption: employee only about $326,333 at 4% or $217,556 at 6%; with 50% employer match about $217,556 at 4% or $145,037 at 6%; with 100% employer match about $163,167 at 4% or $108,778 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $986,025 | $39,160 | $13,053iApproximate average salary by contribution assumption: employee only about $326,333 at 4% or $217,556 at 6%; with 50% employer match about $217,556 at 4% or $145,037 at 6%; with 100% employer match about $163,167 at 4% or $108,778 at 6%. |
| 2013 | 1 | 3 | $948,780 | $34,480 | $11,493iApproximate average salary by contribution assumption: employee only about $287,333 at 4% or $191,556 at 6%; with 50% employer match about $191,556 at 4% or $127,704 at 6%; with 100% employer match about $143,667 at 4% or $95,778 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $948,780 | $34,480 | $11,493iApproximate average salary by contribution assumption: employee only about $287,333 at 4% or $191,556 at 6%; with 50% employer match about $191,556 at 4% or $127,704 at 6%; with 100% employer match about $143,667 at 4% or $95,778 at 6%. |
| 2012 | 1 | 3 | $780,866 | $45,357 | $15,119iApproximate average salary by contribution assumption: employee only about $377,975 at 4% or $251,983 at 6%; with 50% employer match about $251,983 at 4% or $167,989 at 6%; with 100% employer match about $188,988 at 4% or $125,992 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $780,866 | $45,357 | $15,119iApproximate average salary by contribution assumption: employee only about $377,975 at 4% or $251,983 at 6%; with 50% employer match about $251,983 at 4% or $167,989 at 6%; with 100% employer match about $188,988 at 4% or $125,992 at 6%. |
| 2011 | 1 | 3 | $689,634 | $41,893 | $13,964iApproximate average salary by contribution assumption: employee only about $349,108 at 4% or $232,739 at 6%; with 50% employer match about $232,739 at 4% or $155,159 at 6%; with 100% employer match about $174,554 at 4% or $116,369 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $689,634 | $41,893 | $13,964iApproximate average salary by contribution assumption: employee only about $349,108 at 4% or $232,739 at 6%; with 50% employer match about $232,739 at 4% or $155,159 at 6%; with 100% employer match about $174,554 at 4% or $116,369 at 6%. |
| 2010 | 1 | 3 | $685,379 | $40,750 | $13,583iApproximate average salary by contribution assumption: employee only about $339,583 at 4% or $226,389 at 6%; with 50% employer match about $226,389 at 4% or $150,926 at 6%; with 100% employer match about $169,792 at 4% or $113,194 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $685,379 | $40,750 | $13,583iApproximate average salary by contribution assumption: employee only about $339,583 at 4% or $226,389 at 6%; with 50% employer match about $226,389 at 4% or $150,926 at 6%; with 100% employer match about $169,792 at 4% or $113,194 at 6%. |
| 2009 | 1 | 3 | $584,488 | $33,160 | $11,053iApproximate average salary by contribution assumption: employee only about $276,333 at 4% or $184,222 at 6%; with 50% employer match about $184,222 at 4% or $122,815 at 6%; with 100% employer match about $138,167 at 4% or $92,111 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $584,488 | $33,160 | $11,053iApproximate average salary by contribution assumption: employee only about $276,333 at 4% or $184,222 at 6%; with 50% employer match about $184,222 at 4% or $122,815 at 6%; with 100% employer match about $138,167 at 4% or $92,111 at 6%. |
| 2008 | 1 | 3 | $408,246 | $38,510 | $12,837iApproximate average salary by contribution assumption: employee only about $320,917 at 4% or $213,944 at 6%; with 50% employer match about $213,944 at 4% or $142,630 at 6%; with 100% employer match about $160,458 at 4% or $106,972 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $408,246 | $38,510 | $12,837iApproximate average salary by contribution assumption: employee only about $320,917 at 4% or $213,944 at 6%; with 50% employer match about $213,944 at 4% or $142,630 at 6%; with 100% employer match about $160,458 at 4% or $106,972 at 6%. |
| 2007 | 1 | 3 | $593,069 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $593,069 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2006 | 1 | 3 | $520,741 | $22,980 | $7,660iApproximate average salary by contribution assumption: employee only about $191,500 at 4% or $127,667 at 6%; with 50% employer match about $127,667 at 4% or $85,111 at 6%; with 100% employer match about $95,750 at 4% or $63,833 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $520,741 | $22,980 | $7,660iApproximate average salary by contribution assumption: employee only about $191,500 at 4% or $127,667 at 6%; with 50% employer match about $127,667 at 4% or $85,111 at 6%; with 100% employer match about $95,750 at 4% or $63,833 at 6%. |
| 2005 | 1 | 3 | $460,352 | $33,033 | $11,011iApproximate average salary by contribution assumption: employee only about $275,275 at 4% or $183,517 at 6%; with 50% employer match about $183,517 at 4% or $122,344 at 6%; with 100% employer match about $137,638 at 4% or $91,758 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $460,352 | $33,033 | $11,011iApproximate average salary by contribution assumption: employee only about $275,275 at 4% or $183,517 at 6%; with 50% employer match about $183,517 at 4% or $122,344 at 6%; with 100% employer match about $137,638 at 4% or $91,758 at 6%. |
| 2004 | 1 | 3 | $409,930 | $36,200 | $12,067iApproximate average salary by contribution assumption: employee only about $301,667 at 4% or $201,111 at 6%; with 50% employer match about $201,111 at 4% or $134,074 at 6%; with 100% employer match about $150,833 at 4% or $100,556 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $409,930 | $36,200 | $12,067iApproximate average salary by contribution assumption: employee only about $301,667 at 4% or $201,111 at 6%; with 50% employer match about $201,111 at 4% or $134,074 at 6%; with 100% employer match about $150,833 at 4% or $100,556 at 6%. |
| 2003 | 1 | 3 | $316,815 | $17,000 | $5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%. |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $316,815 | $17,000 | $5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%. |
| 2002 | 1 | 3 | $261,065 | $0 | - |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $261,065 | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Iris Ltd. Retirement Plan & Trust | - | 3 | - | - | - |
| 2000 | 2 | 3 | $395,665 | $0 | - |
| Iris Ltd. Retirement Plan & Trust | - | 3 | $395,665 | - | - |
| Iris Ltd. Retirement Plan & Trust | Current | 3 | - | - | - |
| 1999 | 1 | 0 | $552,091 | $30,000 | - |
| Iris Ltd. Retirement Plan & Trust | - | 0 | $552,091 | $30,000 | - |
Schedule Details
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN13-3180817
Transfers
Distributed property value$0
Schedule R source fields
- Payor 13-3180817
- Filing Id
- 91037340485082
- Schedule R EIN
- 95-2929607
- Schedule R Plan number
- 003
- Schedule R Plan Year Begin Date
- 2000-01-01
- Schedule R Tax Period
- 20001231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 13-3180817
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Elec Satisfy Code 412 Indicator
- No
- Pension Employer Contribution Rqr Amount
- $7,373
- Pension Employer Contribution Paid Amount
- $7,373
- Pension Funding Deficiency Amount
- $0
- Pension Chg Fndng Method Indicator
- 3
- Pension Amdmt Incr Valuation Bnft Indicator
- No