Search public Form 5500 filings

Plans

• planAct, Inc. Defined Contribution Retirement PlanFinancial statementProvider compensation2023 filing
  $425.7Mreported assets (EOY)
  Sponsor: Act, Inc.EIN: 42-0841485Plan: 003Participants: 3,134Assets: $425,690,125Net assets: $425.7MAssets / participant: $135.8KLocation: Iowa City, IALatest: 2023
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• planMidwestone Financial Group, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $89.8Mreported assets (EOY)
  Sponsor: Midwestone Financial Group, Inc.EIN: 42-1206172Plan: 006Participants: 1,071Assets: $89,757,259Net assets: $89.8MAssets / participant: $83.8KLocation: Iowa City, IALatest: 2023
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• planUniversity Of Iowa Foundation 401k PlanFinancial statementProvider compensation2023 filing
  $43.8Mreported assets (EOY)
  Sponsor: State University Of Iowa FoundationEIN: 42-0796760Plan: 003Participants: 362Assets: $43,770,756Net assets: $43.8MAssets / participant: $120.9KLocation: Iowa City, IALatest: 2023
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• planMlc 401(K) PlanFinancial statementProvider compensation2023 filing
  $18.3Mreported assets (EOY)
  Sponsor: Mccomas-Lacina Construction L.C.EIN: 42-1490494Plan: 001Participants: 157Assets: $18,331,191Net assets: $18.3MAssets / participant: $116.8KLocation: Iowa City, IALatest: 2023
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• planRiver Products Company 401(K) PlanFinancial statementProvider compensation2023 filing
  $14.5Mreported assets (EOY)
  Sponsor: River Products Company, Inc.EIN: 42-0493820Plan: 002Participants: 147Assets: $14,526,250Net assets: $14.5MAssets / participant: $98.8KLocation: Iowa City, IALatest: 2023
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• planMidwestone Financial Group, Inc. Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
  $13.3Mreported assets (EOY)
  Sponsor: Midwestone Financial Group, Inc.EIN: 42-1206172Plan: 001Participants: 867Assets: $13,290,819Net assets: $13.2MAssets / participant: $15.3KLocation: Iowa City, IALatest: 2023
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• planCarousel 401(K) PlanFinancial statement2023 filing
  $12.3Mreported assets (EOY)
  Sponsor: Autohaus Ltd. Dba Carousel MotorsEIN: 42-1203076Plan: 001Participants: 88Assets: $12,329,714Net assets: $12.3MAssets / participant: $140.1KLocation: Iowa City, IALatest: 2023
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• planChristian Retirement Services Inc Tax Deferred Savings & Retirement PlanFinancial statementProvider compensation2023 filing
  $11.6Mreported assets (EOY)
  Sponsor: Christian Retirement Services IncEIN: 42-0919489Plan: 001Participants: 372Assets: $11,631,454Net assets: $11.6MAssets / participant: $31.3KLocation: Iowa City, IALatest: 2023
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