2023 Form 5500 filing — Bank Iowa 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 20240731140009NAL0048705058002) for Bank Iowa Retirement Savings Plan, reported by Bank Iowa Corporation under EIN 47-0469229 and plan number 002. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731140009NAL0048705058002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Iowa Corporation
- EIN
- 47-0469229
- Plan number
- 002
- Location
- West Des Moines, IA
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,589,319
- Net assets (EOY)
- $45,589,319
- Employer contributions
- $1,063,082
- Participant contributions
- $1,999,150
- Total income / additions
- $9,170,988
- Benefits paid
- $2,038,592
- Administrative expenses
- $108,140
- Total expenses
- $2,146,732
- Net increase / (decrease)
- $7,024,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security National Bank | TRUSTEE | $99,049 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $9,091 | not reported in the loaded dataset |
| Charles Schwab & Co Inc | CUSTODIAN | $0 | $0 |