2023 Form 5500 filing — Iowa Orthopaedic Center, P.C. 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 20241015120627NAL0049240576001) for Iowa Orthopaedic Center, P.C. 401(K) Profit Sharing Plan, reported by Iowa Orthopaedic Center, P.C. under EIN 42-0981845 and plan number 001. It reports 508 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120627NAL0049240576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iowa Orthopaedic Center, P.C.
- EIN
- 42-0981845
- Plan number
- 001
- Location
- Des Moines, IA
- Participants
- 508
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,504,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,504,306
- Employer contributions
- $2,482,690
- Participant contributions
- $1,767,815
- Total income / additions
- $12,379,128
- Benefits paid
- $8,585,311
- Administrative expenses
- $112,573
- Total expenses
- $8,697,884
- Net increase / (decrease)
- $3,681,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $123,382 | $0 |
| Principal Securities | INVESTMENT PROFESSIONAL | not reported in the loaded dataset | $56,557 |
| Foster Group | INVESTMENT ADVISOR | $36,003 | not reported in the loaded dataset |
| Steele Capital Management, Inc. | INVESTMENT ADVISOR | $25,282 | not reported in the loaded dataset |
| Prudential | INVESTMENT ADVISOR | $16,955 | not reported in the loaded dataset |
| Mokosak Advisory Group, LLC | INVESTMENT ADVISOR | $11,090 | not reported in the loaded dataset |
| Boyle Capital Management | INVESTMENT ADVISOR | $6,438 | not reported in the loaded dataset |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $6,362 | not reported in the loaded dataset |
| Mariner Wealth Advisors | INVESTMENT ADVISOR | $5,496 | not reported in the loaded dataset |