Iowa State University Foundation Defined Contribution Retirement Plan — Form 5500 plan (Iowa State University Foundation)
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, Iowa State University Foundation Defined Contribution Retirement Plan is a benefit plan reported by Iowa State University Foundation under EIN 42-1143702 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $44,407,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iowa State University Foundation
- EIN
- 42-1143702
- Plan number
- 001
- Plan type
- 2
- Location
- Ames, IA
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $44,407,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H | 20250107142009NAL0005231443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,407,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,407,433
- Net assets (BOY)
- $37,646,869
Income & contributions
- Employer contributions
- $1,486,755
- Participant contributions
- $1,183,760
- Total contributions
- $3,401,847
- Total income / additions
- $8,151,671
Expenses & distributions
- Benefits paid
- $1,391,107
- Administrative expenses
- $0
- Total expenses
- $1,391,107
- Net increase / (decrease)
- $6,760,564
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.