2023 Form 5500 filing — Abc Of Iowa Retirement Savings 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 20240926094130NAL0000307187001) for Abc Of Iowa Retirement Savings Plan, reported by Abc Of Iowa under EIN 42-1029016 and plan number 333. It reports 846 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926094130NAL0000307187001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Abc Of Iowa
- EIN
- 42-1029016
- Plan number
- 333
- Location
- Grimes, IA
- Participants
- 846
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,055,624
- Total liabilities (EOY)
- $1,528
- Net assets (EOY)
- $30,054,096
- Employer contributions
- $994,368
- Participant contributions
- $2,213,757
- Total income / additions
- $7,447,224
- Benefits paid
- $1,915,430
- Administrative expenses
- $105,119
- Total expenses
- $2,022,077
- Net increase / (decrease)
- $5,425,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co. | RECORDKEEPER | $36,107 | $0 |
| Qualified Plan Consultants, LLC | TPA-SERVICES | $26,529 | $194 |
| 3(16) Fiduciary Services Corp | PLAN ADMINISTRATOR | $26,108 | not reported in the loaded dataset |
| Cetera Financial Group | BROKER | $0 | $11,617 |
| Templeton & Company Llp | AUDIT | $11,000 | not reported in the loaded dataset |
| Mesirow Financial | INVESTMENT ADVISORY | $5,376 | not reported in the loaded dataset |