2023 Form 5500 filing — Iowa Legal Aid 401(K) Profit Sharing 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 20241001163504NAL0003459059001) for Iowa Legal Aid 401(K) Profit Sharing Plan, reported by Iowa Legal Aid under EIN 42-1079227 and plan number 002. It reports 161 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)$13.4MReported net assets$13,394,947
Participants161
Provider compensation$59.7K2 Schedule C row(s)$59,695
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001163504NAL0003459059001
Plan sponsor
Iowa Legal Aid
EIN
42-1079227
Plan number
002
Location
Des Moines, 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)$13.4M total assets
Net assets$13.4MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$455.9K
Participant$651.2K
Full reported line items
Total assets (EOY)
$13,394,947
Total liabilities (EOY)
$0
Net assets (EOY)
$13,394,947
Employer contributions
$455,945
Participant contributions
$651,246
Total income / additions
$2,794,511
Benefits paid
$1,132,057
Administrative expenses
$41,695
Total expenses
$1,173,752
Net increase / (decrease)
$1,620,759
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $41.7K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $18K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001163504NAL0003459059001 cover?
It is the 2023 Form 5500 filing for Iowa Legal Aid 401(K) Profit Sharing Plan, reported by Iowa Legal Aid (EIN 42-1079227).
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