2023 Form 5500 filing — Iowa Donor Network 401(K) Plan
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 20240906122913NAL0000692451001) for Iowa Donor Network 401(K) Plan, reported by Iowa Donor Network under EIN 42-1414092 and plan number 002. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906122913NAL0000692451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iowa Donor Network
- EIN
- 42-1414092
- Plan number
- 002
- Location
- North Liberty, IA
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,036,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,036,086
- Employer contributions
- $1,341,292
- Participant contributions
- $1,157,238
- Total income / additions
- $5,554,529
- Benefits paid
- $1,696,655
- Administrative expenses
- $52,333
- Total expenses
- $1,748,988
- Net increase / (decrease)
- $3,805,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,332 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $19,227 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |