Everystep 401(K) Plan — Form 5500 plan (Visiting Nurse Services Of Iowa, Dba Everystep)

Plain-English plan 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, Everystep 401(K) Plan is a benefit plan reported by Visiting Nurse Services Of Iowa, Dba Everystep under EIN 42-0680446 and plan number 001. The latest loaded filing year is 2023. The filing reports 554 participants and $14,706,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Visiting Nurse Services Of Iowa, Dba Everystep
EIN
42-0680446
Plan number
001
Plan type
2
Location
Des Moines, IA
Latest filing year
2023
Participants
554
End-of-year plan assets
$14,706,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023554H, C20241015112419NAL0016225299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,706,330
Total liabilities (EOY)
$0
Net assets (EOY)
$14,706,330
Net assets (BOY)
$12,749,455

Income & contributions

Employer contributions
$485,244
Participant contributions
$1,068,538
Total contributions
$1,574,609
Total income / additions
$3,761,205

Expenses & distributions

Benefits paid
$1,677,665
Administrative expenses
$122,473
Total expenses
$1,804,330
Net increase / (decrease)
$1,956,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Finway GroupSERVICE PROVIDER$0$40,5042023
Foster Capital ManagementSERVICE PROVIDER$0$23,6242023

Related Form 5500 pages