Waukee, IA Form 5500 retirement and benefit plan filings
City Form 5500 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, Waukee, IA has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $29,480,823 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $29,480,823
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $29,480,823
Contributions & income
- Employer contributions
- $966,342
- Participant contributions
- $3,473,226
- Total income / additions
- $11,676,173
Expenses & distributions
- Benefits paid / distributions
- $2,158,886
- Total expenses
- $2,312,800
- Net increase / (decrease)
- $9,363,373
Coverage
- Total reported participants
- 2,016
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waukee, IA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Access Systems 401(K) Plan | Access Technologies, Inc. Dba Access Systems | $13,511,355 | 2023 |
| Continuum Advantage, LLC 401k | Continuum Advantage, LLC | $9,197,038 | 2023 |
| Ed Stivers Ford, Inc. 401(K) Plan | Ed Stivers Ford, Inc. | $5,809,499 | 2023 |
| Hydrate West Des Moines Inc. Retirement Plan | Hydrate West Des Moines Inc. | $951,960 | 2023 |
| Cj Health Inc. Retirement Plan | Cj Health Inc. | $10,971 | 2023 |
| Dlfuchs Corp. Profit Sharing Plan | Dlfuchs Corp. | $0 | 2023 |
| Hma Group Holdings, LLC Employee Benefits Plan | Hma Group Holdings, LLC | not reported in the loaded dataset | 2023 |
| Continuum Advantage LLC Employee Benefits Plan | Continuum Advantage LLC | not reported in the loaded dataset | 2023 |
| Access Technologies, Inc. Employee Benefits Plan | Access Technologies, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Waukee → · Waukee plans by participants → · Waukee plans with financial data → · Waukee plans with provider compensation → · $1B+ plans in Waukee →
Related Form 5500 pages
- All IA Form 5500 filings
- Access Systems 401(K) Plan (plan 001)
- Access Technologies, Inc. Dba Access Systems — all reported plans
- Continuum Advantage, LLC 401k (plan 001)
- Continuum Advantage, LLC — all reported plans
- Ed Stivers Ford, Inc. 401(K) Plan (plan 001)
- Ed Stivers Ford, Inc. — all reported plans
- Hydrate West Des Moines Inc. Retirement Plan (plan 001)
- Hydrate West Des Moines Inc. — all reported plans
- Cj Health Inc. Retirement Plan (plan 001)
- Cj Health Inc. — all reported plans
- Dlfuchs Corp. Profit Sharing Plan (plan 001)
- Dlfuchs Corp. — all reported plans
- Hma Group Holdings, LLC Employee Benefits Plan (plan 515)
- Hma Group Holdings, LLC — all reported plans
- Continuum Advantage LLC Employee Benefits Plan (plan 501)
- Access Technologies, Inc. Employee Benefits Plan (plan 501)
- Methodology
- Data sources