2023 Form 5500 filing — Retirement Plan For Employees Of Exceptional Persons, Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904072425NAL0009635779001) for Retirement Plan For Employees Of Exceptional Persons, Inc., reported by Exceptional Persons, Inc. under EIN 42-0794846 and plan number 001. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904072425NAL0009635779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exceptional Persons, Inc.
- EIN
- 42-0794846
- Plan number
- 001
- Location
- Waterloo, IA
- Participants
- 320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,316,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,316,852
- Employer contributions
- $622,823
- Participant contributions
- $1,080,640
- Total income / additions
- $3,770,462
- Benefits paid
- $1,895,798
- Administrative expenses
- $59,945
- Total expenses
- $1,955,743
- Net increase / (decrease)
- $1,814,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Corporation | NONE | $37,954 | not reported in the loaded dataset |
| Stancorp Financial | NONE | $21,991 | not reported in the loaded dataset |