Plain-English plan 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, Iomsa, P.C. Retirement Plan is a benefit plan reported by Indiana Oral & Maxillofacial Surgery Associates, under EIN 35-1956068 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $33,368,793 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,368,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,368,793
- Net assets (BOY)
- $30,752,676
Income & contributions
- Employer contributions
- $667,176
- Participant contributions
- $507,757
- Total contributions
- $1,223,685
- Total income / additions
- $6,562,583
Expenses & distributions
- Benefits paid
- $3,941,167
- Administrative expenses
- $5,299
- Total expenses
- $3,946,466
- Net increase / (decrease)
- $2,616,117