Iowa Orthopaedic Center, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Iowa Orthopaedic Center, P.C.)
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 Orthopaedic Center, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Iowa Orthopaedic Center, P.C. under EIN 42-0981845 and plan number 001. The latest loaded filing year is 2023. The filing reports 508 participants and $61,504,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iowa Orthopaedic Center, P.C.
- EIN
- 42-0981845
- Plan number
- 001
- Plan type
- 2
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 508
- End-of-year plan assets
- $61,504,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 508 | H, C | 20241015120627NAL0049240576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,504,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,504,306
- Net assets (BOY)
- $57,823,062
Income & contributions
- Employer contributions
- $2,482,690
- Participant contributions
- $1,767,815
- Total contributions
- $4,302,377
- Total income / additions
- $12,379,128
Expenses & distributions
- Benefits paid
- $8,585,311
- Administrative expenses
- $112,573
- Total expenses
- $8,697,884
- Net increase / (decrease)
- $3,681,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $123,382 | $0 | 2023 |
| Principal Securities | INVESTMENT PROFESSIONAL | not reported in the loaded dataset | $56,557 | 2023 |
| Foster Group | INVESTMENT ADVISOR | $36,003 | not reported in the loaded dataset | 2023 |
| Steele Capital Management, Inc. | INVESTMENT ADVISOR | $25,282 | not reported in the loaded dataset | 2023 |
| Prudential | INVESTMENT ADVISOR | $16,955 | not reported in the loaded dataset | 2023 |
| Mokosak Advisory Group, LLC | INVESTMENT ADVISOR | $11,090 | not reported in the loaded dataset | 2023 |
| Boyle Capital Management | INVESTMENT ADVISOR | $6,438 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $6,362 | not reported in the loaded dataset | 2023 |
| Mariner Wealth Advisors | INVESTMENT ADVISOR | $5,496 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iowa Orthopaedic Center, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Nationwide — Schedule C compensation
- Principal Securities — Schedule C compensation
- Foster Group — Schedule C compensation
- Steele Capital Management, Inc. — Schedule C compensation
- Prudential — Schedule C compensation
- Mokosak Advisory Group, LLC — Schedule C compensation
- Boyle Capital Management — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Mariner Wealth Advisors — Schedule C compensation