Physicians' Clinic Of Iowa, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Physicians' Clinic Of Iowa, 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, Physicians' Clinic Of Iowa, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Physicians' Clinic Of Iowa, P.C. under EIN 42-1462899 and plan number 013. The latest loaded filing year is 2023. The filing reports 512 participants and $99,463,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Physicians' Clinic Of Iowa, P.C.
- EIN
- 42-1462899
- Plan number
- 013
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 512
- End-of-year plan assets
- $99,463,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | H, C | 20241009141322NAL0019410513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,463,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,463,765
- Net assets (BOY)
- $88,627,327
Income & contributions
- Employer contributions
- $3,705,911
- Participant contributions
- $2,430,478
- Total contributions
- $6,289,308
- Total income / additions
- $19,958,263
Expenses & distributions
- Benefits paid
- $9,014,238
- Administrative expenses
- $107,587
- Total expenses
- $9,121,825
- Net increase / (decrease)
- $10,836,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $62,475 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $40,227 | $0 | 2023 |
| Prudential Insurance Company Of Ame | NONE | $0 | $4,800 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Physicians' Clinic Of Iowa, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Capfinancial Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Prudential Insurance Company Of Ame — Schedule C compensation