Professional Office Services, Inc. 401(K) Plan — Form 5500 plan (Professional Office Services, Inc.)

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, Professional Office Services, Inc. 401(K) Plan is a benefit plan reported by Professional Office Services, Inc. under EIN 42-0956287 and plan number 002. The latest loaded filing year is 2023. The filing reports 304 participants and $49,612,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Professional Office Services, Inc.
EIN
42-0956287
Plan number
002
Plan type
2
Location
Waterloo, IA
Latest filing year
2023
Participants
304
End-of-year plan assets
$49,612,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023304H, C20241014100031NAL0026972673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,612,290
Total liabilities (EOY)
$0
Net assets (EOY)
$49,612,290
Net assets (BOY)
$42,541,571

Income & contributions

Employer contributions
$1,189,937
Participant contributions
$1,420,875
Total contributions
$2,723,816
Total income / additions
$9,357,749

Expenses & distributions

Benefits paid
$2,282,788
Administrative expenses
$4,242
Total expenses
$2,287,030
Net increase / (decrease)
$7,070,719

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCINVESTMENT ADVISORY$0$75,7952023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$4,241$02023

Related Form 5500 pages