The Iowa Clinic 401(K) Profit Sharing Plan — Form 5500 plan (The Iowa Clinic, P.C.)
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, The Iowa Clinic 401(K) Profit Sharing Plan is a benefit plan reported by The Iowa Clinic, P.C. under EIN 42-1420077 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,638 participants and $296,026,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Iowa Clinic, P.C.
- EIN
- 42-1420077
- Plan number
- 001
- Plan type
- 2
- Location
- West Des Moines, IA
- Latest filing year
- 2023
- Participants
- 1,638
- End-of-year plan assets
- $296,026,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,638 | H, C | 20241014174540NAL0053409234002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $296,026,788
- Net assets (EOY)
- $296,026,788
- Net assets (BOY)
- $257,332,961
Income & contributions
- Employer contributions
- $11,683,635
- Participant contributions
- $8,746,150
- Total contributions
- $22,624,811
- Total income / additions
- $63,733,408
Expenses & distributions
- Benefits paid
- $25,039,581
- Total expenses
- $25,039,581
- Net increase / (decrease)
- $38,693,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $167,879 | $0 | 2023 |
| Ed Mcgill-Northwestern Mutual | NONE | $58,334 | not reported in the loaded dataset | 2023 |
| Foster Group, Inc. | NONE | $50,504 | $0 | 2023 |
| Ubs Financial Services | NONE | $49,165 | $0 | 2023 |
| Merrill Lynch | NONE | $35,511 | $2,018 | 2023 |
| Daniel Kelly - Dm Kelly & Co | NONE | $30,709 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $28,654 | $0 | 2023 |
| Rbc Wealth Management | NONE | $16,620 | not reported in the loaded dataset | 2023 |
| Capital Resource Management | NONE | $15,596 | not reported in the loaded dataset | 2023 |
| Nylife Securities, LLC | NONE | $15,458 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors LLC | NONE | $14,387 | not reported in the loaded dataset | 2023 |
| Lpl Financial | NONE | $10,578 | not reported in the loaded dataset | 2023 |
| Choreo LLC | NONE | $6,127 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Iowa Clinic, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in West Des Moines, IA
- Principal Life Insurance Co — Schedule C compensation
- Ed Mcgill-Northwestern Mutual — Schedule C compensation
- Foster Group, Inc. — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Daniel Kelly - Dm Kelly & Co — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Capital Resource Management — Schedule C compensation
- Nylife Securities, LLC — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Choreo LLC — Schedule C compensation