Iowa Health Physicians 403(B) Plan — Form 5500 plan (Iowa Physicians Clinic Medical 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 Health Physicians 403(B) Plan is a benefit plan reported by Iowa Physicians Clinic Medical Foundation under EIN 42-1411630 and plan number 002. The latest loaded filing year is 2023. The filing reports 40 participants and $2,283,909 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iowa Physicians Clinic Medical Foundation
EIN
42-1411630
Plan number
002
Plan type
2
Location
Johnston, IA
Latest filing year
2023
Participants
40
End-of-year plan assets
$2,283,909

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202340I20240927131527NAL0001276499001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,283,909
Total liabilities (EOY)
$0
Net assets (EOY)
$2,283,909
Net assets (BOY)
$1,912,108

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$406,327

Expenses & distributions

Benefits paid
$36,461
Administrative expenses
-$1,935
Total expenses
$34,526
Net increase / (decrease)
$371,801

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages