United Iowa Financial 401(K) Plan — Form 5500 plan (United Iowa Financial)
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, United Iowa Financial 401(K) Plan is a benefit plan reported by United Iowa Financial under EIN 83-4422013 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $5,911,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Iowa Financial
- EIN
- 83-4422013
- Plan number
- 001
- Plan type
- 2
- Location
- Iowa City, IA
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $5,911,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240521121737NAL0002628097001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,911,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,911,754
- Net assets (BOY)
- $4,258,656
Income & contributions
- Employer contributions
- $302,975
- Participant contributions
- $210,087
- Total income / additions
- $1,681,685
Expenses & distributions
- Benefits paid
- $28,562
- Administrative expenses
- $25
- Total expenses
- $28,587
- Net increase / (decrease)
- $1,653,098
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.