2023 Form 5500 filing — Iowa Senior 401(K) Pooled Employer 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 20241009131752NAL0010644467001) for Iowa Senior 401(K) Pooled Employer Plan, reported by Fiduciary Wise, LLC under EIN 81-3799174 and plan number 401. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131752NAL0010644467001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Fiduciary Wise, LLC
- EIN
- 81-3799174
- Plan number
- 401
- Location
- Gilbert, AZ
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,002,405
- Net assets (EOY)
- $12,002,405
- Employer contributions
- $147,086
- Participant contributions
- $335,169
- Total income / additions
- $1,206,663
- Benefits paid
- $303,013
- Administrative expenses
- $33,620
- Total expenses
- $336,633
- Net increase / (decrease)
- $870,030
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steele Capital Management, Inc. | INVESTMENT ADVISOR | $13,972 | not reported in the loaded dataset |
| Epic Retirement Plan Services | RECORDKEEPER | $12,282 | not reported in the loaded dataset |