2023 Form 5500 filing — Professional Office Services, Inc. 401(K) 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 20241014100031NAL0026972673001) for Professional Office Services, Inc. 401(K) Plan, reported by Professional Office Services, Inc. under EIN 42-0956287 and plan number 002. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100031NAL0026972673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Professional Office Services, Inc.
- EIN
- 42-0956287
- Plan number
- 002
- Location
- Waterloo, IA
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,612,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,612,290
- Employer contributions
- $1,189,937
- Participant contributions
- $1,420,875
- Total income / additions
- $9,357,749
- Benefits paid
- $2,282,788
- Administrative expenses
- $4,242
- Total expenses
- $2,287,030
- Net increase / (decrease)
- $7,070,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $0 | $75,795 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,241 | $0 |