2023 Form 5500 filing — Physicians' Clinic Of Iowa, P.C. 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 20241009141322NAL0019410513001) for Physicians' Clinic Of Iowa, P.C. 401(K) Profit Sharing Plan, reported by Physicians' Clinic Of Iowa, P.C. under EIN 42-1462899 and plan number 013. It reports 512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141322NAL0019410513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Physicians' Clinic Of Iowa, P.C.
- EIN
- 42-1462899
- Plan number
- 013
- Location
- Cedar Rapids, IA
- Participants
- 512
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,463,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,463,765
- Employer contributions
- $3,705,911
- Participant contributions
- $2,430,478
- Total income / additions
- $19,958,263
- Benefits paid
- $9,014,238
- Administrative expenses
- $107,587
- Total expenses
- $9,121,825
- Net increase / (decrease)
- $10,836,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $62,475 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $40,227 | $0 |
| Prudential Insurance Company Of Ame | NONE | $0 | $4,800 |