Abc Of Iowa Retirement Savings Plan — Form 5500 plan (Abc Of Iowa)
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, Abc Of Iowa Retirement Savings Plan is a benefit plan reported by Abc Of Iowa under EIN 42-1029016 and plan number 333. The latest loaded filing year is 2023. The filing reports 846 participants and $30,055,624 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abc Of Iowa
- EIN
- 42-1029016
- Plan number
- 333
- Plan type
- 3
- Location
- Grimes, IA
- Latest filing year
- 2023
- Participants
- 846
- End-of-year plan assets
- $30,055,624
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 846 | H, C | 20240926094130NAL0000307187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,055,624
- Total liabilities (EOY)
- $1,528
- Net assets (EOY)
- $30,054,096
- Net assets (BOY)
- $24,628,949
Income & contributions
- Employer contributions
- $994,368
- Participant contributions
- $2,213,757
- Total contributions
- $3,277,889
- Total income / additions
- $7,447,224
Expenses & distributions
- Benefits paid
- $1,915,430
- Administrative expenses
- $105,119
- Total expenses
- $2,022,077
- Net increase / (decrease)
- $5,425,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co. | RECORDKEEPER | $36,107 | $0 | 2023 |
| Qualified Plan Consultants, LLC | TPA-SERVICES | $26,529 | $194 | 2023 |
| 3(16) Fiduciary Services Corp | PLAN ADMINISTRATOR | $26,108 | not reported in the loaded dataset | 2023 |
| Cetera Financial Group | BROKER | $0 | $11,617 | 2023 |
| Templeton & Company Llp | AUDIT | $11,000 | not reported in the loaded dataset | 2023 |
| Mesirow Financial | INVESTMENT ADVISORY | $5,376 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Abc Of Iowa
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Grimes, IA
- Transamerica Financial Life Ins Co. — Schedule C compensation
- Qualified Plan Consultants, LLC — Schedule C compensation
- 3(16) Fiduciary Services Corp — Schedule C compensation
- Cetera Financial Group — Schedule C compensation
- Templeton & Company Llp — Schedule C compensation
- Mesirow Financial — Schedule C compensation