2023 Form 5500 filing — Iomsa, P.C. Retirement 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 20241014135156NAL0013399795001) for Iomsa, P.C. Retirement Plan, reported by Indiana Oral & Maxillofacial Surgery Associates, under EIN 35-1956068 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135156NAL0013399795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indiana Oral & Maxillofacial Surgery Associates,
- EIN
- 35-1956068
- Plan number
- 001
- Location
- Fishers, IN
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,368,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,368,793
- Employer contributions
- $667,176
- Participant contributions
- $507,757
- Total income / additions
- $6,562,583
- Benefits paid
- $3,941,167
- Administrative expenses
- $5,299
- Total expenses
- $3,946,466
- Net increase / (decrease)
- $2,616,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Pension Advisors, Ltd | NONE | $2,854 | $14,306 |
| Principal Life Insurance Company | NONE | $2,445 | $0 |