2023 Form 5500 filing — The Iowa Clinic 401(K) Profit Sharing 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 20241014174540NAL0053409234002) for The Iowa Clinic 401(K) Profit Sharing Plan, reported by The Iowa Clinic, P.C. under EIN 42-1420077 and plan number 001. It reports 1,638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174540NAL0053409234002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Iowa Clinic, P.C.
- EIN
- 42-1420077
- Plan number
- 001
- Location
- West Des Moines, IA
- Participants
- 1,638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $296,026,788
- Net assets (EOY)
- $296,026,788
- Employer contributions
- $11,683,635
- Participant contributions
- $8,746,150
- Total income / additions
- $63,733,408
- Benefits paid
- $25,039,581
- Total expenses
- $25,039,581
- Net increase / (decrease)
- $38,693,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $167,879 | $0 |
| Ed Mcgill-Northwestern Mutual | NONE | $58,334 | not reported in the loaded dataset |
| Foster Group, Inc. | NONE | $50,504 | $0 |
| Ubs Financial Services | NONE | $49,165 | $0 |
| Merrill Lynch | NONE | $35,511 | $2,018 |
| Daniel Kelly - Dm Kelly & Co | NONE | $30,709 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $28,654 | $0 |
| Rbc Wealth Management | NONE | $16,620 | not reported in the loaded dataset |
| Capital Resource Management | NONE | $15,596 | not reported in the loaded dataset |
| Nylife Securities, LLC | NONE | $15,458 | not reported in the loaded dataset |
| Wells Fargo Advisors LLC | NONE | $14,387 | not reported in the loaded dataset |
| Lpl Financial | NONE | $10,578 | not reported in the loaded dataset |
| Choreo LLC | NONE | $6,127 | not reported in the loaded dataset |