University Of Iowa Foundation 401k Plan — Form 5500 plan (State University Of Iowa Foundation)
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, University Of Iowa Foundation 401k Plan is a benefit plan reported by State University Of Iowa Foundation under EIN 42-0796760 and plan number 003. The latest loaded filing year is 2023. The filing reports 362 participants and $43,770,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- State University Of Iowa Foundation
- EIN
- 42-0796760
- Plan number
- 003
- Plan type
- 2
- Location
- Iowa City, IA
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $43,770,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20241007142159NAL0032034674001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,770,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,770,756
- Net assets (BOY)
- $35,554,874
Income & contributions
- Employer contributions
- $2,539,561
- Participant contributions
- $1,812,381
- Total contributions
- $4,948,266
- Total income / additions
- $11,390,528
Expenses & distributions
- Benefits paid
- $3,129,844
- Administrative expenses
- $44,802
- Total expenses
- $3,174,646
- Net increase / (decrease)
- $8,215,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | NONE | $44,802 | $0 | 2023 |