Ida Grove Bancshares, Inc. Esop With 401(K) Provisions And Trust Agreement — Form 5500 plan (United Bank 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, Ida Grove Bancshares, Inc. Esop With 401(K) Provisions And Trust Agreement is a benefit plan reported by United Bank Of Iowa under EIN 42-1166401 and plan number 003. The latest loaded filing year is 2023. The filing reports 386 participants and $64,498,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Bank Of Iowa
- EIN
- 42-1166401
- Plan number
- 003
- Plan type
- 2
- Location
- Ida Grove, IA
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $64,498,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20241014131204NAL0014978819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,498,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,498,975
- Net assets (BOY)
- $59,259,752
Income & contributions
- Employer contributions
- $1,466,906
- Participant contributions
- $1,851,137
- Total contributions
- $3,577,553
- Total income / additions
- $9,223,690
Expenses & distributions
- Benefits paid
- $3,810,764
- Administrative expenses
- $172,897
- Total expenses
- $3,984,467
- Net increase / (decrease)
- $5,239,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $123,566 | $0 | 2023 |
| Principal Securities Inc | INVESTMENT ADVISORY | $0 | $67,517 | 2023 |
| Principal Life Insurance | CONTRACT ADMINISTRATOR | $18,760 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | INVESTMENT ADVISORY | $6,000 | not reported in the loaded dataset | 2023 |
| Nyemaster Goode, P.C. | CONTRACT ADMINISTRATOR | $5,259 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Bank Of Iowa
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Ida Grove, IA
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Principal Life Insurance — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Nyemaster Goode, P.C. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation