401k Plan data: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. plan

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 401k Plan overview

Plan Name	401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC.
Plan identification number	002

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LUTHERAN SERVICES IN IOWA, INC. has sponsored the creation of one or more 401k plans.

Company Name: LUTHERAN SERVICES IN IOWA, INC.

Employer identification number (EIN): 420698267

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 RONI KNIEF
002 2023-01-01
002 2023-01-01 KIM CARSTENS
002 2023-01-01 KIM CARSTENS
002 2022-01-01
002 2022-01-01 ANDREA CORCORAN
002 2021-01-01
002 2021-01-01 ANDREA CORCORAN
002 2020-01-01
002 2019-01-01
002 2017-01-01 ANDREA CORCORAN ANDREA CORCORAN 2018-10-15
002 2017-01-01 ANDREA CORCORAN ANDREA CORCORAN 2018-10-15
002 2016-01-01 ANDREA CORCORAN ANDREA CORCORAN 2017-09-12
002 2015-01-01 ANDREA CORCORAN ANDREA CORCORAN 2016-10-10
002 2014-01-01 ANDREA CORCORAN ANDREA CORCORAN 2015-10-15
002 2013-01-01 ANDREA CORCORAN ANDREA CORCORAN 2014-10-14
002 2012-01-01 ANDREA CORCORAN ANDREA CORCORAN 2013-10-15
002 2011-01-01 ANDREA CORCORAN ANDREA CORCORAN 2012-09-14
002 2009-01-01 MICHAEL BUCK

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	RONI KNIEF
002	2023-01-01
002	2023-01-01	KIM CARSTENS
002	2023-01-01	KIM CARSTENS
002	2022-01-01
002	2022-01-01	ANDREA CORCORAN
002	2021-01-01
002	2021-01-01	ANDREA CORCORAN
002	2020-01-01
002	2019-01-01
002	2017-01-01	ANDREA CORCORAN	ANDREA CORCORAN	2018-10-15
002	2017-01-01	ANDREA CORCORAN	ANDREA CORCORAN	2018-10-15
002	2016-01-01	ANDREA CORCORAN	ANDREA CORCORAN	2017-09-12
002	2015-01-01	ANDREA CORCORAN	ANDREA CORCORAN	2016-10-10
002	2014-01-01	ANDREA CORCORAN	ANDREA CORCORAN	2015-10-15
002	2013-01-01	ANDREA CORCORAN	ANDREA CORCORAN	2014-10-14
002	2012-01-01	ANDREA CORCORAN	ANDREA CORCORAN	2013-10-15
002	2011-01-01	ANDREA CORCORAN	ANDREA CORCORAN	2012-09-14
002	2009-01-01	MICHAEL BUCK

Plan Statistics for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC.

401k plan membership statisitcs for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC.

Measure Date Value
2023: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2023 401k membership
Total participants, beginning-of-year 2023-01-01 959
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 410
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 363
Total of all active and inactive participants 2023-01-01 773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 774
Number of participants with account balances 2023-01-01 575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 13
2022: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 481
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 462
Total of all active and inactive participants 2022-01-01 949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 949
Number of participants with account balances 2022-01-01 672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 21
2021: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 663
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 245
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 424
Total of all active and inactive participants 2021-01-01 669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 669
Number of participants with account balances 2021-01-01 665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 685
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 244
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 419
Total of all active and inactive participants 2020-01-01 663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 663
Number of participants with account balances 2020-01-01 658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 31
2019: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 693
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 298
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 387
Total of all active and inactive participants 2019-01-01 685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 685
Number of participants with account balances 2019-01-01 682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 26
2017: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 633
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 325
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 342
Total of all active and inactive participants 2017-01-01 667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 667
Number of participants with account balances 2017-01-01 660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14
2016: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 630
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 319
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 312
Total of all active and inactive participants 2016-01-01 631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 633
Number of participants with account balances 2016-01-01 629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 27
2015: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 604
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 296
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 332
Total of all active and inactive participants 2015-01-01 628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 630
Number of participants with account balances 2015-01-01 629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 44
2014: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 575
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 286
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 317
Total of all active and inactive participants 2014-01-01 603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 604
Number of participants with account balances 2014-01-01 604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 603
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 244
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 330
Total of all active and inactive participants 2013-01-01 574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 575
Number of participants with account balances 2013-01-01 574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 627
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 312
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 291
Total of all active and inactive participants 2012-01-01 603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 603
Number of participants with account balances 2012-01-01 603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 632
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 310
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 317
Total of all active and inactive participants 2011-01-01 627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 627
Number of participants with account balances 2011-01-01 627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 27
2009: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 669
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 359
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 296
Total of all active and inactive participants 2009-01-01 655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 656
Number of participants with account balances 2009-01-01 656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 27

Measure	Date	Value
2023: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2023 401k membership
Total participants, beginning-of-year	2023-01-01	959
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	410
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	363
Total of all active and inactive participants	2023-01-01	773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	774
Number of participants with account balances	2023-01-01	575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	13
2022: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	481
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	462
Total of all active and inactive participants	2022-01-01	949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	949
Number of participants with account balances	2022-01-01	672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	21
2021: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	663
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	245
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	424
Total of all active and inactive participants	2021-01-01	669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	669
Number of participants with account balances	2021-01-01	665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	685
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	244
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	419
Total of all active and inactive participants	2020-01-01	663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	663
Number of participants with account balances	2020-01-01	658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	31
2019: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	693
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	298
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	387
Total of all active and inactive participants	2019-01-01	685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	685
Number of participants with account balances	2019-01-01	682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	26
2017: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	633
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	325
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	342
Total of all active and inactive participants	2017-01-01	667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	667
Number of participants with account balances	2017-01-01	660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14
2016: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	630
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	319
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	312
Total of all active and inactive participants	2016-01-01	631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	633
Number of participants with account balances	2016-01-01	629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	27
2015: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	604
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	296
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	332
Total of all active and inactive participants	2015-01-01	628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	630
Number of participants with account balances	2015-01-01	629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	44
2014: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	575
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	286
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	317
Total of all active and inactive participants	2014-01-01	603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	604
Number of participants with account balances	2014-01-01	604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	603
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	244
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	330
Total of all active and inactive participants	2013-01-01	574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	575
Number of participants with account balances	2013-01-01	574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	627
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	312
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	291
Total of all active and inactive participants	2012-01-01	603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	603
Number of participants with account balances	2012-01-01	603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	632
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	310
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	317
Total of all active and inactive participants	2011-01-01	627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	627
Number of participants with account balances	2011-01-01	627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	27
2009: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	669
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	359
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	296
Total of all active and inactive participants	2009-01-01	655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	656
Number of participants with account balances	2009-01-01	656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	27

Financial Data on 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC.

Measure	Date	Value
2023 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$3,209,719
Total of all expenses incurred	2023-12-31	$2,781,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,778,587
Expenses. Certain deemed distributions of participant loans	2023-12-31	$2,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$956,747
Value of total assets at end of year	2023-12-31	$14,545,616
Value of total assets at beginning of year	2023-12-31	$14,117,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$890
Total interest from all sources	2023-12-31	$28,958
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$13
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$13
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$658,534
Participant contributions at end of year	2023-12-31	$82,335
Participant contributions at beginning of year	2023-12-31	$108,701
Participant contributions at end of year	2023-12-31	$2,560
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$107,629
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$13
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$427,956
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$14,545,616
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$14,117,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$13,158,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$12,378,042
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest on participant loans	2023-12-31	$4,399
Interest earned on other investments	2023-12-31	$24,559
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$1,301,635
Value of interest in common/collective trusts at beginning of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$1,630,917
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,223,176
Net investment gain or loss from common/collective trusts	2023-12-31	$825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$190,584
Employer contributions (assets) at end of year	2023-12-31	$506
Employer contributions (assets) at beginning of year	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,778,587
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	Yes
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
Total income from all sources (including contributions)	2023-01-01	$3,209,719
Total of all expenses incurred	2023-01-01	$2,781,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$2,778,587
Expenses. Certain deemed distributions of participant loans	2023-01-01	$2,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$956,747
Value of total assets at end of year	2023-01-01	$14,545,616
Value of total assets at beginning of year	2023-01-01	$14,117,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$890
Total interest from all sources	2023-01-01	$28,958
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$13
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$13
Assets. Real estate other than employer real property at beginning of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-01-01	$0
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$658,534
Participant contributions at end of year	2023-01-01	$82,335
Participant contributions at beginning of year	2023-01-01	$108,701
Participant contributions at end of year	2023-01-01	$2,560
Participant contributions at beginning of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$107,629
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-01-01	$13
Assets. Loans (other than to participants) at beginning of year	2023-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$427,956
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$14,545,616
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$14,117,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Assets. partnership/joint venture interests at beginning of year	2023-01-01	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$13,158,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$12,378,042
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$0
Interest on participant loans	2023-01-01	$4,399
Interest earned on other investments	2023-01-01	$24,559
Value of interest in master investment trust accounts at beginning of year	2023-01-01	$0
Value of interest in common/collective trusts at end of year	2023-01-01	$1,301,635
Value of interest in common/collective trusts at beginning of year	2023-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$1,630,917
Asset value of US Government securities at beginning of year	2023-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$2,223,176
Net investment gain or loss from common/collective trusts	2023-01-01	$825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$190,584
Employer contributions (assets) at end of year	2023-01-01	$506
Employer contributions (assets) at beginning of year	2023-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$2,778,587
Asset. Corporate debt instrument preferred debt at beginning of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-01-01	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-01-01	Yes
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-01-01	$0
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-01-01	410746749
2022 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,819,191
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,109,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,102,549
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,864
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$997,885
Value of total assets at end of year	2022-12-31	$14,117,660
Value of total assets at beginning of year	2022-12-31	$17,045,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,670
Total interest from all sources	2022-12-31	$7,222
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$584,904
Participant contributions at end of year	2022-12-31	$108,701
Participant contributions at beginning of year	2022-12-31	$86,034
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$245,697
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$2,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-2,928,274
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,117,660
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,045,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,378,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,111,462
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$3,231
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$3,991
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,630,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,848,438
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,824,298
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$167,284
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,102,549
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$0
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total transfer of assets to this plan	2022-01-01	$0
Total transfer of assets from this plan	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-1,819,191
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$1,109,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,102,549
Expenses. Certain deemed distributions of participant loans	2022-01-01	$3,864
Value of total corrective distributions	2022-01-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$997,885
Value of total assets at end of year	2022-01-01	$14,117,660
Value of total assets at beginning of year	2022-01-01	$17,045,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$2,670
Total interest from all sources	2022-01-01	$7,222
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$0
Assets. Real estate other than employer real property at end of year	2022-01-01	$0
Assets. Real estate other than employer real property at beginning of year	2022-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-01-01	$0
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$584,904
Participant contributions at end of year	2022-01-01	$108,701
Participant contributions at beginning of year	2022-01-01	$86,034
Participant contributions at end of year	2022-01-01	$0
Participant contributions at beginning of year	2022-01-01	$0
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$245,697
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-01-01	$0
Assets. Loans (other than to participants) at end of year	2022-01-01	$0
Assets. Loans (other than to participants) at beginning of year	2022-01-01	$0
Other income not declared elsewhere	2022-01-01	$0
Administrative expenses (other) incurred	2022-01-01	$2,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Income. Non cash contributions	2022-01-01	$0
Value of net income/loss	2022-01-01	$-2,928,274
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$14,117,660
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$17,045,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Assets. partnership/joint venture interests at end of year	2022-01-01	$0
Assets. partnership/joint venture interests at beginning of year	2022-01-01	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$12,378,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$15,111,462
Value of interest in pooled separate accounts at end of year	2022-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$0
Interest on participant loans	2022-01-01	$3,231
Income. Interest from loans (other than to participants)	2022-01-01	$0
Interest earned on other investments	2022-01-01	$3,991
Income. Interest from US Government securities	2022-01-01	$0
Income. Interest from corporate debt instruments	2022-01-01	$0
Value of interest in master investment trust accounts at end of year	2022-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2022-01-01	$0
Value of interest in common/collective trusts at end of year	2022-01-01	$0
Value of interest in common/collective trusts at beginning of year	2022-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$1,630,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$1,848,438
Expenses. Payments to insurance carriers foe the provision of benefits	2022-01-01	$0
Asset value of US Government securities at end of year	2022-01-01	$0
Asset value of US Government securities at beginning of year	2022-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$0
Net investment gain/loss from pooled separate accounts	2022-01-01	$-2,824,298
Net investment gain or loss from common/collective trusts	2022-01-01	$0
Net gain/loss from 103.12 investment entities	2022-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$167,284
Employer contributions (assets) at end of year	2022-01-01	$0
Employer contributions (assets) at beginning of year	2022-01-01	$0
Income. Dividends from preferred stock	2022-01-01	$0
Income. Dividends from common stock	2022-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,102,549
Asset. Corporate debt instrument preferred debt at end of year	2022-01-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-01-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-01-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-01-01	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-01-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-01-01	$0
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Aggregate proceeds on sale of assets	2022-01-01	$0
Aggregate carrying amount (costs) on sale of assets	2022-01-01	$0
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-01-01	410746749
2021 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,103,372
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$617,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$613,321
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$694,583
Value of total assets at end of year	2021-12-31	$17,045,934
Value of total assets at beginning of year	2021-12-31	$14,560,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,473
Total interest from all sources	2021-12-31	$20,885
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$533,401
Participant contributions at end of year	2021-12-31	$86,034
Participant contributions at beginning of year	2021-12-31	$97,468
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,880
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$4,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,485,578
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,045,934
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,560,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,111,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,838,888
Interest on participant loans	2021-12-31	$4,331
Interest earned on other investments	2021-12-31	$16,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,848,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,624,000
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,387,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$155,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$613,321
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,577,994
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$761,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$757,416
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$645,572
Value of total assets at end of year	2020-12-31	$14,560,356
Value of total assets at beginning of year	2020-12-31	$12,744,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,364
Total interest from all sources	2020-12-31	$20,687
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$480,214
Participant contributions at end of year	2020-12-31	$97,468
Participant contributions at beginning of year	2020-12-31	$92,049
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$327
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$14,649
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$4,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,816,214
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,560,356
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,744,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,838,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,096,481
Interest on participant loans	2020-12-31	$4,891
Interest earned on other investments	2020-12-31	$15,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,624,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,555,155
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,911,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$150,709
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$757,416
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,208,573
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,202,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,198,550
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$980,738
Value of total assets at end of year	2019-12-31	$12,744,142
Value of total assets at beginning of year	2019-12-31	$10,738,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,302
Total interest from all sources	2019-12-31	$33,666
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$578,635
Participant contributions at end of year	2019-12-31	$92,049
Participant contributions at beginning of year	2019-12-31	$118,856
Participant contributions at end of year	2019-12-31	$327
Participant contributions at beginning of year	2019-12-31	$21,693
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$220,201
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$4,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,005,721
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,744,142
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,738,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,096,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,941,885
Interest on participant loans	2019-12-31	$5,225
Interest earned on other investments	2019-12-31	$28,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,555,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,648,795
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,194,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$181,902
Employer contributions (assets) at end of year	2019-12-31	$130
Employer contributions (assets) at beginning of year	2019-12-31	$7,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,198,550
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$96,970
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$936,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$932,365
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$804,720
Value of total assets at end of year	2018-12-31	$10,738,421
Value of total assets at beginning of year	2018-12-31	$11,578,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,430
Total interest from all sources	2018-12-31	$23,589
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$561,630
Participant contributions at end of year	2018-12-31	$118,856
Participant contributions at beginning of year	2018-12-31	$149,412
Participant contributions at end of year	2018-12-31	$21,693
Participant contributions at beginning of year	2018-12-31	$20,458
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$70,516
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$4,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-839,825
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,738,421
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,578,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,941,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,624,633
Interest on participant loans	2018-12-31	$5,625
Interest earned on other investments	2018-12-31	$17,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,648,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,777,245
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-731,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$172,574
Employer contributions (assets) at end of year	2018-12-31	$7,192
Employer contributions (assets) at beginning of year	2018-12-31	$6,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$932,365
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,202,879
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$885,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$880,917
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$745,431
Value of total assets at end of year	2017-12-31	$11,578,246
Value of total assets at beginning of year	2017-12-31	$10,261,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,825
Total interest from all sources	2017-12-31	$23,864
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$519,929
Participant contributions at end of year	2017-12-31	$149,412
Participant contributions at beginning of year	2017-12-31	$149,710
Participant contributions at end of year	2017-12-31	$20,458
Participant contributions at beginning of year	2017-12-31	$17,411
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$84,050
Administrative expenses (other) incurred	2017-12-31	$4,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,317,137
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,578,246
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,261,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,624,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,322,207
Interest on participant loans	2017-12-31	$6,281
Interest earned on other investments	2017-12-31	$17,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,777,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,766,643
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,433,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$141,452
Employer contributions (assets) at end of year	2017-12-31	$6,498
Employer contributions (assets) at beginning of year	2017-12-31	$5,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$880,917
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,467,693
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$538,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$533,738
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$702,191
Value of total assets at end of year	2016-12-31	$10,261,109
Value of total assets at beginning of year	2016-12-31	$9,332,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,951
Total interest from all sources	2016-12-31	$22,410
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$509,765
Participant contributions at end of year	2016-12-31	$149,710
Participant contributions at beginning of year	2016-12-31	$99,174
Participant contributions at end of year	2016-12-31	$17,411
Participant contributions at beginning of year	2016-12-31	$23,381
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$52,993
Administrative expenses (other) incurred	2016-12-31	$4,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$929,004
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,261,109
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,332,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,322,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,400,499
Interest on participant loans	2016-12-31	$4,632
Interest earned on other investments	2016-12-31	$17,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,766,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,803,295
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$743,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$139,433
Employer contributions (assets) at end of year	2016-12-31	$5,138
Employer contributions (assets) at beginning of year	2016-12-31	$5,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$533,738
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$666,115
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$750,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$746,729
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$699,485
Value of total assets at end of year	2015-12-31	$9,332,105
Value of total assets at beginning of year	2015-12-31	$9,416,162
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,443
Total interest from all sources	2015-12-31	$23,549
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$487,219
Participant contributions at end of year	2015-12-31	$99,174
Participant contributions at beginning of year	2015-12-31	$112,449
Participant contributions at end of year	2015-12-31	$23,381
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$113,440
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$3,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-84,057
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,332,105
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,416,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,400,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,366,662
Interest on participant loans	2015-12-31	$4,706
Interest earned on other investments	2015-12-31	$18,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,803,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,937,051
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-56,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$98,826
Employer contributions (assets) at end of year	2015-12-31	$5,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$746,729
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,255,060
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$552,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$533,183
Expenses. Certain deemed distributions of participant loans	2014-12-31	$15,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$716,000
Value of total assets at end of year	2014-12-31	$9,416,162
Value of total assets at beginning of year	2014-12-31	$8,713,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,914
Total interest from all sources	2014-12-31	$23,228
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$384,530
Participant contributions at end of year	2014-12-31	$112,449
Participant contributions at beginning of year	2014-12-31	$96,047
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$276,632
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$3,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$702,875
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,416,162
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,713,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$7,366,662
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,622,382
Interest on participant loans	2014-12-31	$3,782
Interest earned on other investments	2014-12-31	$19,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,937,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,994,858
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$515,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$54,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$533,183
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,805,058
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$793,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$792,774
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$416,098
Value of total assets at end of year	2013-12-31	$8,710,206
Value of total assets at beginning of year	2013-12-31	$7,698,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$670
Total interest from all sources	2013-12-31	$26,939
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$800,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$370,630
Participant contributions at end of year	2013-12-31	$92,966
Participant contributions at beginning of year	2013-12-31	$151,174
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$31,822
Administrative expenses (other) incurred	2013-12-31	$670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,011,614
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,710,206
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,698,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$6,622,382
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,451,752
Interest on participant loans	2013-12-31	$4,645
Interest earned on other investments	2013-12-31	$22,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,994,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,095,666
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,362,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$13,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$792,774
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,130,310
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$915,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$915,354
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$405,593
Value of total assets at end of year	2012-12-31	$7,698,592
Value of total assets at beginning of year	2012-12-31	$7,484,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$633
Total interest from all sources	2012-12-31	$41,095
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$800,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$383,719
Participant contributions at end of year	2012-12-31	$151,174
Participant contributions at beginning of year	2012-12-31	$120,723
Participant contributions at beginning of year	2012-12-31	$29,647
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$21,874
Administrative expenses (other) incurred	2012-12-31	$633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$214,323
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,698,592
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,484,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,451,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,024,285
Interest on participant loans	2012-12-31	$5,476
Interest earned on other investments	2012-12-31	$35,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,095,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,309,614
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$683,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$915,354
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$531,490
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$470,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$469,797
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$534,429
Value of total assets at end of year	2011-12-31	$7,454,622
Value of total assets at beginning of year	2011-12-31	$7,393,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$575
Total interest from all sources	2011-12-31	$48,644
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$800,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$340,618
Participant contributions at end of year	2011-12-31	$120,723
Participant contributions at beginning of year	2011-12-31	$91,102
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$193,811
Administrative expenses (other) incurred	2011-12-31	$575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$61,118
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,454,622
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,393,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,024,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,955,666
Interest on participant loans	2011-12-31	$2,656
Interest earned on other investments	2011-12-31	$45,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,309,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,346,736
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-51,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$469,797
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,289,467
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$603,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$600,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$502,820
Value of total assets at end of year	2010-12-31	$7,393,504
Value of total assets at beginning of year	2010-12-31	$6,707,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,679
Total interest from all sources	2010-12-31	$66,428
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$800,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$406,637
Participant contributions at end of year	2010-12-31	$91,102
Participant contributions at beginning of year	2010-12-31	$81,344
Participant contributions at beginning of year	2010-12-31	$36,019
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$95,402
Administrative expenses (other) incurred	2010-12-31	$2,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$686,179
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,393,504
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,707,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,955,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,241,182
Interest on participant loans	2010-12-31	$3,448
Interest earned on other investments	2010-12-31	$62,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,346,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,336,857
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$720,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$781
Employer contributions (assets) at beginning of year	2010-12-31	$11,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$600,609
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CLIFTON GUNDERSON
Accountancy firm EIN	2010-12-31	370802863

Form 5500 Responses for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC.

2023: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	Yes
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2017: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

908113

Policy instance

Insurance contract or identification number	908113
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-11-30

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

908113

Policy instance

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050918H

Policy instance

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050918H

Policy instance

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050918H

Policy instance

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050918H

Policy instance

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050918H

Policy instance

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050918H

Policy instance

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050918H

Policy instance

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050918H

Policy instance

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050918H

Policy instance

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050918H

Policy instance

Potentially related plans

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Company Name:	LUTHERAN SERVICES IN IOWA, INC.
Employer identification number (EIN):	420698267
NAIC Classification:	624100
NAIC Description:	Individual and Family Services