2023 Form 5500 filing — Iowa State University Foundation Defined Contribution Retirement 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 20250107142009NAL0005231443001) for Iowa State University Foundation Defined Contribution Retirement Plan, reported by Iowa State University Foundation under EIN 42-1143702 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250107142009NAL0005231443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iowa State University Foundation
- EIN
- 42-1143702
- Plan number
- 001
- Location
- Ames, IA
- Participants
- 305
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,407,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,407,433
- Employer contributions
- $1,486,755
- Participant contributions
- $1,183,760
- Total income / additions
- $8,151,671
- Benefits paid
- $1,391,107
- Administrative expenses
- $0
- Total expenses
- $1,391,107
- Net increase / (decrease)
- $6,760,564
- Schedule source
- Schedule H