Plan5500

Iowa 80 Group, Inc. 401(K) Plan — Form 5500 plan (Iowa 80 Group, 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, Iowa 80 Group, Inc. 401(K) Plan is a benefit plan reported by Iowa 80 Group, Inc. under EIN 42-0919645 and plan number 002. The latest loaded filing year is 2023. The filing reports 803 participants and $41,947,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iowa 80 Group, Inc.
EIN
42-0919645
Plan number
002
Plan type
2
Location
Walcott, IA
Latest filing year
2023
Participants
803
End-of-year plan assets
$41,947,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023803H, C20240906114943NAL0001056129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,947,079
Total liabilities (EOY)
$0
Net assets (EOY)
$41,947,079
Net assets (BOY)
$35,395,457

Income & contributions

Employer contributions
$622,857
Participant contributions
$1,896,238
Total contributions
$2,585,742
Total income / additions
$8,653,757

Expenses & distributions

Benefits paid
$1,972,596
Administrative expenses
$75,243
Total expenses
$2,102,135
Net increase / (decrease)
$6,551,622

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$75,242$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages