2023 Form 5500 filing — University Of Iowa Foundation 401k 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 20241007142159NAL0032034674001) for University Of Iowa Foundation 401k Plan, reported by State University Of Iowa Foundation under EIN 42-0796760 and plan number 003. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007142159NAL0032034674001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State University Of Iowa Foundation
- EIN
- 42-0796760
- Plan number
- 003
- Location
- Iowa City, IA
- Participants
- 362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,770,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,770,756
- Employer contributions
- $2,539,561
- Participant contributions
- $1,812,381
- Total income / additions
- $11,390,528
- Benefits paid
- $3,129,844
- Administrative expenses
- $44,802
- Total expenses
- $3,174,646
- Net increase / (decrease)
- $8,215,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $44,802 | $0 |