Easter Seals Society Of Iowa, Inc. — Form 5500 plan (Easter Seals Society Of Iowa, Inc.)

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, Easter Seals Society Of Iowa, Inc. is a benefit plan reported by Easter Seals Society Of Iowa, Inc. under EIN 42-0707100 and plan number 002. The latest loaded filing year is 2023. The filing reports 424 participants and $3,258,416 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,258,416
Participants424Covered participants reported
Assets / participant$7.7KComputed: assets ÷ participants$7,685 (computed)
Provider compensation$15.5K2 Schedule C provider row(s)$15,518
Plan sponsor
Easter Seals Society Of Iowa, Inc.
EIN
42-0707100
Plan number
002
Plan type
2
Location
Des Moines, IA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023424H, C20250331091926NAL0006197665001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$740.2K
Total expenses$337.5K
Benefits paid / distributions$318.6K
Contributions
Employer$81.3K
Participant$180.6K
Full reported line items

Net assets

Total assets (EOY)
$3,258,416
Total liabilities (EOY)
$0
Net assets (EOY)
$3,258,416
Net assets (BOY)
$2,855,770

Income & contributions

Employer contributions
$81,327
Participant contributions
$180,642
Total contributions
$272,381
Total income / additions
$740,177

Expenses & distributions

Benefits paid
$318,598
Administrative expenses
$15,518
Total expenses
$337,531
Net increase / (decrease)
$402,646
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bankers Trust CompanyNONE$15,393$02023
Lincoln National CorporationSERVICE PROVIDER$125$02023

Related Form 5500 pages