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SPECIAL OLYMPICS IOWA, INC. 401(K) PLAN 401k Plan overview

Plan NameSPECIAL OLYMPICS IOWA, INC. 401(K) PLAN
Plan identification number 001

SPECIAL OLYMPICS IOWA, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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

SPECIAL OLYMPICS IOWA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SPECIAL OLYMPICS IOWA, INC.
Employer identification number (EIN):510176029
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SPECIAL OLYMPICS IOWA, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1975-11-13
Company Identification Number: 059433
Legal Registered Office Address: 551 DOVETAIL RD
PO BOX 620
GRIMES
United States of America (USA)
50111

More information about SPECIAL OLYMPICS IOWA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECIAL OLYMPICS IOWA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN KLIEGL2024-10-02 JOHN KLIEGL2024-10-02
0012022-01-01JOHN KLIEGL2023-07-31 JOHN KLIEGL2023-07-31
0012021-01-01JOHN KLIEGL2022-10-04 JOHN KLIEGL2022-10-04
0012020-01-01TRACY MCCORMICK2021-07-22
0012018-01-01JACQUELINE PULLEN2019-05-29 JACQUELINE PULLEN2019-05-29
0012017-01-01JACQUELINE PULLEN2018-07-12 JACQUELINE PULLEN2018-07-12
0012016-01-01JEREMIAH JOHNSON2017-06-01 JEREMIAH JOHNSON2017-06-01
0012015-01-01JEREMIAH JOHNSON2016-07-14 JEREMIAH JOHNSON2016-07-14
0012014-01-01GARY HARMS2015-04-16 GARY HARMS2015-04-16
0012013-01-01DANA VANROEKEL2014-07-16 DANA VANROEKEL2014-07-16
0012012-01-01DANA VANROEKEL2013-07-15 DANA VANROEKEL2013-07-15
0012011-01-01DANA VANROEKEL2012-07-02 DANA VANROEKEL2012-07-02
0012010-01-01DANA VANROEKEL2011-07-25 DANA VANROEKEL2011-07-25

Plan Statistics for SPECIAL OLYMPICS IOWA, INC. 401(K) PLAN

401k plan membership statisitcs for SPECIAL OLYMPICS IOWA, INC. 401(K) PLAN

Measure Date Value
2024: SPECIAL OLYMPICS IOWA, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0227
Total number of particpants at end of year2024-10-0225
Number of Participants With Account Balances2024-10-0223
2022: SPECIAL OLYMPICS IOWA, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-0425
Total number of particpants at end of year2022-10-0422
Number of Participants With Account Balances2022-10-0421

Financial Data on SPECIAL OLYMPICS IOWA, INC. 401(K) PLAN

Measure Date Value
2024 : SPECIAL OLYMPICS IOWA, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-020
Total liabilities as of the end of the plan year2024-10-020
Total liabilities as of the beginning of the plan year2024-10-020
Total expenses incurred by plan in this plan year2024-10-0247581
Net assets as of the end of the plan year2024-10-021402911
Total assets as of the beginning of the plan year2024-10-021102224
Value of plan covered by a fidelity bond2024-10-02106800
Participant contributions to plan in this plan year2024-10-02104545
Value of participant loans at end of plan year2024-10-0223698
Other expenses paid from plan in this plan year2024-10-020
Other contributions to plan in this plan year2024-10-020
Other income to plan in this plan year2024-10-02206511
Plan net income in this plan year2024-10-02300687
Net assets as of the end of the plan year2024-10-021402911
Net assets as of the beginning of the plan year2024-10-021102224
Value of contributions failed to transmitted timely2024-10-024817
Employer contributions to plan in this plan year2024-10-0237212
Fees paid to broker by Benefit Provider2024-10-022757
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-028266
2022 : SPECIAL OLYMPICS IOWA, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-040
Total liabilities as of the end of the plan year2022-10-040
Total liabilities as of the beginning of the plan year2022-10-040
Total expenses incurred by plan in this plan year2022-10-04589574
Net assets as of the end of the plan year2022-10-041154077
Total assets as of the beginning of the plan year2022-10-041422553
Value of plan covered by a fidelity bond2022-10-04106800
Participant contributions to plan in this plan year2022-10-0480536
Value of participant loans at end of plan year2022-10-0439674
Other expenses paid from plan in this plan year2022-10-040
Other contributions to plan in this plan year2022-10-044467
Other income to plan in this plan year2022-10-04210581
Plan net income in this plan year2022-10-04-268476
Net assets as of the end of the plan year2022-10-041154077
Net assets as of the beginning of the plan year2022-10-041422553
Value of contributions failed to transmitted timely2022-10-044817
Employer contributions to plan in this plan year2022-10-0425514
Fees paid to broker by Benefit Provider2022-10-042813
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-047771

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