2023 Form 5500 filing — Iowa Health Physicians 403(B) 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 20240927131527NAL0001276499001) for Iowa Health Physicians 403(B) Plan, reported by Iowa Physicians Clinic Medical Foundation under EIN 42-1411630 and plan number 002. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240927131527NAL0001276499001
Filing year
2023
Form type
2
Plan sponsor
Iowa Physicians Clinic Medical Foundation
EIN
42-1411630
Plan number
002
Location
Johnston, IA
Participants
40
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,283,909
Total liabilities (EOY)
$0
Net assets (EOY)
$2,283,909
Employer contributions
$0
Participant contributions
$0
Total income / additions
$406,327
Benefits paid
$36,461
Administrative expenses
-$1,935
Total expenses
$34,526
Net increase / (decrease)
$371,801
Schedule source
Schedule I

Related Form 5500 pages