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IOWA STATE BAR ASSOCIATION 401(K) PLAN 401k Plan overview

Plan NameIOWA STATE BAR ASSOCIATION 401(K) PLAN
Plan identification number 001

IOWA STATE BAR ASSOCIATION 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

IOWA STATE BAR ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:IOWA STATE BAR ASSOCIATION
Employer identification number (EIN):420335370
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IOWA STATE BAR ASSOCIATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01HARRY SHIPLEY2024-01-11
0012021-07-01HARRY SHIPLEY2022-12-20 HARRY SHIPLEY2022-12-20
0012020-07-01HARRY SHIPLEY2021-12-20 HARRY SHIPLEY2021-12-20
0012019-07-01HARRY SHIPLEY2021-01-12 HARRY SHIPLEY2021-01-12
0012018-07-01HARRY SHIPLEY2019-12-11 HARRY SHIPLEY2019-12-11
0012017-07-01HARRY SHIPLEY2018-12-20 HARRY SHIPLEY2018-12-20
0012016-07-01HARRY SHIPLEY2017-12-20 HARRY SHIPLEY2017-12-20
0012015-07-01HARRY SHIPLEY
0012014-07-01HARRY SHIPLEY HARRY SHIPLEY2015-12-15
0012013-07-01HARRY SHIPLEY
0012012-07-01HARRY SHIPLEY
0012011-07-01HARRY SHIPLEY
0012010-07-01HARRY SHIPLEY

Plan Statistics for IOWA STATE BAR ASSOCIATION 401(K) PLAN

401k plan membership statisitcs for IOWA STATE BAR ASSOCIATION 401(K) PLAN

Measure Date Value
2015: IOWA STATE BAR ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0122
Total number of active participants reported on line 7a of the Form 55002015-07-0119
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0121
Number of participants with account balances2015-07-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: IOWA STATE BAR ASSOCIATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0122
Total number of active participants reported on line 7a of the Form 55002014-07-0119
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-012
Total of all active and inactive participants2014-07-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0122
Number of participants with account balances2014-07-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: IOWA STATE BAR ASSOCIATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0120
Total number of active participants reported on line 7a of the Form 55002013-07-0120
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-012
Total of all active and inactive participants2013-07-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0122
Number of participants with account balances2013-07-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: IOWA STATE BAR ASSOCIATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0119
Total number of active participants reported on line 7a of the Form 55002012-07-0119
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-011
Total of all active and inactive participants2012-07-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0120
Number of participants with account balances2012-07-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: IOWA STATE BAR ASSOCIATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0120
Total number of active participants reported on line 7a of the Form 55002011-07-0120
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0120
Number of participants with account balances2011-07-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: IOWA STATE BAR ASSOCIATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0120
Total number of active participants reported on line 7a of the Form 55002010-07-0119
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-011
Total of all active and inactive participants2010-07-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0120
Number of participants with account balances2010-07-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010

Financial Data on IOWA STATE BAR ASSOCIATION 401(K) PLAN

Measure Date Value
2016 : IOWA STATE BAR ASSOCIATION 401(K) PLAN 2016 401k financial data
Total income from all sources2016-06-30$140,920
Expenses. Total of all expenses incurred2016-06-30$51,567
Benefits paid (including direct rollovers)2016-06-30$48,917
Total plan assets at end of year2016-06-30$2,624,298
Total plan assets at beginning of year2016-06-30$2,534,945
Value of fidelity bond covering the plan2016-06-30$300,000
Total contributions received or receivable from participants2016-06-30$71,171
Expenses. Other expenses not covered elsewhere2016-06-30$2,650
Other income received2016-06-30$1,944
Net income (gross income less expenses)2016-06-30$89,353
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,624,298
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,534,945
Assets. Value of participant loans2016-06-30$79,663
Total contributions received or receivable from employer(s)2016-06-30$67,805
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$0
Amount contributed by the employer to the plan for this plan year2016-06-30$0
2015 : IOWA STATE BAR ASSOCIATION 401(K) PLAN 2015 401k financial data
Total income from all sources2015-06-30$168,276
Expenses. Total of all expenses incurred2015-06-30$53,841
Benefits paid (including direct rollovers)2015-06-30$51,070
Total plan assets at end of year2015-06-30$2,534,945
Total plan assets at beginning of year2015-06-30$2,420,510
Total contributions received or receivable from participants2015-06-30$71,013
Expenses. Other expenses not covered elsewhere2015-06-30$2,771
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$29,027
Net income (gross income less expenses)2015-06-30$114,435
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,534,945
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,420,510
Assets. Value of participant loans2015-06-30$48,596
Total contributions received or receivable from employer(s)2015-06-30$68,236
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
2014 : IOWA STATE BAR ASSOCIATION 401(K) PLAN 2014 401k financial data
Total income from all sources2014-06-30$466,972
Expenses. Total of all expenses incurred2014-06-30$41,616
Benefits paid (including direct rollovers)2014-06-30$37,986
Total plan assets at end of year2014-06-30$2,420,510
Total plan assets at beginning of year2014-06-30$1,995,154
Total contributions received or receivable from participants2014-06-30$64,305
Expenses. Other expenses not covered elsewhere2014-06-30$1,796
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$336,004
Net income (gross income less expenses)2014-06-30$425,356
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,420,510
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,995,154
Assets. Value of participant loans2014-06-30$51,911
Total contributions received or receivable from employer(s)2014-06-30$66,663
Value of certain deemed distributions of participant loans2014-06-30$1,834
Value of corrective distributions2014-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
2013 : IOWA STATE BAR ASSOCIATION 401(K) PLAN 2013 401k financial data
Total income from all sources2013-06-30$314,266
Expenses. Total of all expenses incurred2013-06-30$32,341
Benefits paid (including direct rollovers)2013-06-30$31,359
Total plan assets at end of year2013-06-30$1,995,154
Total plan assets at beginning of year2013-06-30$1,713,229
Total contributions received or receivable from participants2013-06-30$60,006
Expenses. Other expenses not covered elsewhere2013-06-30$982
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$187,722
Net income (gross income less expenses)2013-06-30$281,925
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,995,154
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,713,229
Assets. Value of participant loans2013-06-30$44,580
Total contributions received or receivable from employer(s)2013-06-30$66,538
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
2012 : IOWA STATE BAR ASSOCIATION 401(K) PLAN 2012 401k financial data
Total income from all sources2012-06-30$189,616
Expenses. Total of all expenses incurred2012-06-30$17,956
Benefits paid (including direct rollovers)2012-06-30$17,552
Total plan assets at end of year2012-06-30$1,713,229
Total plan assets at beginning of year2012-06-30$1,541,570
Total contributions received or receivable from participants2012-06-30$50,414
Expenses. Other expenses not covered elsewhere2012-06-30$404
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$72,047
Net income (gross income less expenses)2012-06-30$171,660
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,713,229
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,541,570
Assets. Value of participant loans2012-06-30$56,214
Total contributions received or receivable from employer(s)2012-06-30$67,155
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
2011 : IOWA STATE BAR ASSOCIATION 401(K) PLAN 2011 401k financial data
Total income from all sources2011-06-30$371,343
Expenses. Total of all expenses incurred2011-06-30$7,613
Benefits paid (including direct rollovers)2011-06-30$5,457
Total plan assets at end of year2011-06-30$1,541,570
Total plan assets at beginning of year2011-06-30$1,177,840
Value of fidelity bond covering the plan2011-06-30$100,000
Total contributions received or receivable from participants2011-06-30$23,386
Expenses. Other expenses not covered elsewhere2011-06-30$2,156
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$262,280
Net income (gross income less expenses)2011-06-30$363,730
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,541,570
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,177,840
Assets. Value of participant loans2011-06-30$62,265
Total contributions received or receivable from employer(s)2011-06-30$85,677
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0

Form 5500 Responses for IOWA STATE BAR ASSOCIATION 401(K) PLAN

2015: IOWA STATE BAR ASSOCIATION 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IOWA STATE BAR ASSOCIATION 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IOWA STATE BAR ASSOCIATION 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IOWA STATE BAR ASSOCIATION 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IOWA STATE BAR ASSOCIATION 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: IOWA STATE BAR ASSOCIATION 401(K) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes

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