401k Plan data: THE IOWA CLINIC, P.C. WELLNESS PROGRAM plan

THE IOWA CLINIC, P.C. WELLNESS PROGRAM 401k Plan overview

Plan Name	THE IOWA CLINIC, P.C. WELLNESS PROGRAM
Plan identification number	516

THE IOWA CLINIC, P.C. WELLNESS PROGRAM Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

THE IOWA CLINIC P.C. has sponsored the creation of one or more 401k plans.

Company Name: THE IOWA CLINIC P.C.

Employer identification number (EIN): 421420077

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about THE IOWA CLINIC P.C.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1994-03-21

Company Identification Number: 172325

Legal Registered Office Address: 5950 UNIVERSITY AVE
SUITE 321
WEST DES MOINES
United States of America (USA)
50266

More information about THE IOWA CLINIC P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE IOWA CLINIC, P.C. WELLNESS PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
516 2021-01-01 JAMIE CARLSON 2022-07-25 JAMIE CARLSON 2022-07-25
516 2021-01-01 JAMIE CARLSON 2023-07-31 JAMIE CARLSON 2023-07-31
516 2020-01-01 JAMIE CARLSON 2021-07-12 JAMIE CARLSON 2021-07-12
516 2019-01-01 JAMIE CARLSON 2020-07-27 JAMIE CARLSON 2020-07-27
516 2018-01-01 JAMIE CARLSON 2019-07-17 JAMIE CARLSON 2019-07-17
516 2017-01-01
516 2016-01-01
516 2015-01-01
516 2014-01-01
516 2013-01-01
516 2012-01-01 KATHRYN JOHNSON
516 2011-01-01 KATHRYN JOHNSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
516	2021-01-01	JAMIE CARLSON	2022-07-25	JAMIE CARLSON	2022-07-25
516	2021-01-01	JAMIE CARLSON	2023-07-31	JAMIE CARLSON	2023-07-31
516	2020-01-01	JAMIE CARLSON	2021-07-12	JAMIE CARLSON	2021-07-12
516	2019-01-01	JAMIE CARLSON	2020-07-27	JAMIE CARLSON	2020-07-27
516	2018-01-01	JAMIE CARLSON	2019-07-17	JAMIE CARLSON	2019-07-17
516	2017-01-01
516	2016-01-01
516	2015-01-01
516	2014-01-01
516	2013-01-01
516	2012-01-01	KATHRYN JOHNSON
516	2011-01-01	KATHRYN JOHNSON

Plan Statistics for THE IOWA CLINIC, P.C. WELLNESS PROGRAM

401k plan membership statisitcs for THE IOWA CLINIC, P.C. WELLNESS PROGRAM

Measure Date Value
2021: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2021 401k membership
Total participants, beginning-of-year 2021-01-01 677
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 534
Total of all active and inactive participants 2021-01-01 534
2020: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2020 401k membership
Total participants, beginning-of-year 2020-01-01 696
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 677
Total of all active and inactive participants 2020-01-01 677
2019: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2019 401k membership
Total participants, beginning-of-year 2019-01-01 650
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 696
Total of all active and inactive participants 2019-01-01 696
2018: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2018 401k membership
Total participants, beginning-of-year 2018-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 650
Total of all active and inactive participants 2018-01-01 650
2017: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2017 401k membership
Total participants, beginning-of-year 2017-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 436
Total of all active and inactive participants 2017-01-01 436
2016: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2016 401k membership
Total participants, beginning-of-year 2016-01-01 495
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 439
Total of all active and inactive participants 2016-01-01 439
2015: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2015 401k membership
Total participants, beginning-of-year 2015-01-01 528
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 495
Total of all active and inactive participants 2015-01-01 495
2014: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2014 401k membership
Total participants, beginning-of-year 2014-01-01 490
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 528
Total of all active and inactive participants 2014-01-01 528
2013: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2013 401k membership
Total participants, beginning-of-year 2013-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 490
Total of all active and inactive participants 2013-01-01 490
2012: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2012 401k membership
Total participants, beginning-of-year 2012-01-01 480
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 328
Total of all active and inactive participants 2012-01-01 328
2011: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 480
Total of all active and inactive participants 2011-01-01 480

Measure	Date	Value
2021: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2021 401k membership
Total participants, beginning-of-year	2021-01-01	677
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	534
Total of all active and inactive participants	2021-01-01	534
2020: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2020 401k membership
Total participants, beginning-of-year	2020-01-01	696
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	677
Total of all active and inactive participants	2020-01-01	677
2019: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2019 401k membership
Total participants, beginning-of-year	2019-01-01	650
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	696
Total of all active and inactive participants	2019-01-01	696
2018: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2018 401k membership
Total participants, beginning-of-year	2018-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	650
Total of all active and inactive participants	2018-01-01	650
2017: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2017 401k membership
Total participants, beginning-of-year	2017-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	436
Total of all active and inactive participants	2017-01-01	436
2016: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2016 401k membership
Total participants, beginning-of-year	2016-01-01	495
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	439
Total of all active and inactive participants	2016-01-01	439
2015: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2015 401k membership
Total participants, beginning-of-year	2015-01-01	528
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	495
Total of all active and inactive participants	2015-01-01	495
2014: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2014 401k membership
Total participants, beginning-of-year	2014-01-01	490
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	528
Total of all active and inactive participants	2014-01-01	528
2013: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2013 401k membership
Total participants, beginning-of-year	2013-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	490
Total of all active and inactive participants	2013-01-01	490
2012: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2012 401k membership
Total participants, beginning-of-year	2012-01-01	480
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	328
Total of all active and inactive participants	2012-01-01	328
2011: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	480
Total of all active and inactive participants	2011-01-01	480

Form 5500 Responses for THE IOWA CLINIC, P.C. WELLNESS PROGRAM

2021: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	Yes
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: THE IOWA CLINIC, P.C. WELLNESS PROGRAM 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	THE IOWA CLINIC P.C.
Employer identification number (EIN):	421420077
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1994-03-21
Company Identification Number:	172325
Legal Registered Office Address:	5950 UNIVERSITY AVE SUITE 321 WEST DES MOINES United States of America (USA) 50266