2023 Form 5500 filing — Iowa Interstate Railroad LLC 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 20240918165117NAL0001816323001) for Iowa Interstate Railroad LLC 401(K) Plan, reported by Iowa Interstate Railroad LLC under EIN 36-3304791 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.3MReported net assets$24,315,702
Participants283
Provider compensation$97.9K3 Schedule C row(s)$97,857
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918165117NAL0001816323001
Plan sponsor
Iowa Interstate Railroad LLC
EIN
36-3304791
Plan number
001
Location
Cedar Rapids, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.3M total assets
Net assets$24.3MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$1.9M
Benefits paid / distributions$1.7M
Contributions
Employer$730.7K
Participant$1.3M
Full reported line items
Total assets (EOY)
$24,315,702
Total liabilities (EOY)
$0
Net assets (EOY)
$24,315,702
Employer contributions
$730,732
Participant contributions
$1,257,403
Total income / additions
$5,824,901
Benefits paid
$1,739,867
Administrative expenses
$95,656
Total expenses
$1,853,183
Net increase / (decrease)
$3,971,718
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $53.3K
  2. 2
    RECORDKEEPER · Direct $32.9K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $11.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918165117NAL0001816323001 cover?
It is the 2023 Form 5500 filing for Iowa Interstate Railroad LLC 401(K) Plan, reported by Iowa Interstate Railroad LLC (EIN 36-3304791).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages