IOWA ODD FELLOWS & ORPHANS HOME has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IOOF HOME AND COMMUNITY THERAPY CENTER 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : IOOF HOME AND COMMUNITY THERAPY CENTER 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-07 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-07 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-07 | 47830 |
| Net assets as of the end of the plan year | 2025-07-07 | 524302 |
| Total assets as of the beginning of the plan year | 2025-07-07 | 435869 |
| Value of plan covered by a fidelity bond | 2025-07-07 | 20000 |
| Participant contributions to plan in this plan year | 2025-07-07 | 78283 |
| Value of participant loans at end of plan year | 2025-07-07 | 7502 |
| Other expenses paid from plan in this plan year | 2025-07-07 | 0 |
| Other contributions to plan in this plan year | 2025-07-07 | 0 |
| Other income to plan in this plan year | 2025-07-07 | 50198 |
| Plan net income in this plan year | 2025-07-07 | 88433 |
| Net assets as of the end of the plan year | 2025-07-07 | 524302 |
| Net assets as of the beginning of the plan year | 2025-07-07 | 435869 |
| Employer contributions to plan in this plan year | 2025-07-07 | 7782 |
| Fees paid to broker by Benefit Provider | 2025-07-07 | 69 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-07 | 2081 |
| 2024 : IOOF HOME AND COMMUNITY THERAPY CENTER 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-14 | 47522 |
| Net assets as of the end of the plan year | 2024-08-14 | 435869 |
| Total assets as of the beginning of the plan year | 2024-08-14 | 346361 |
| Value of plan covered by a fidelity bond | 2024-08-14 | 20000 |
| Participant contributions to plan in this plan year | 2024-08-14 | 65905 |
| Value of participant loans at end of plan year | 2024-08-14 | 919 |
| Other expenses paid from plan in this plan year | 2024-08-14 | 0 |
| Other contributions to plan in this plan year | 2024-08-14 | 9483 |
| Other income to plan in this plan year | 2024-08-14 | 55081 |
| Plan net income in this plan year | 2024-08-14 | 89508 |
| Net assets as of the end of the plan year | 2024-08-14 | 435869 |
| Net assets as of the beginning of the plan year | 2024-08-14 | 346361 |
| Value of contributions failed to transmitted timely | 2024-08-14 | 4596 |
| Employer contributions to plan in this plan year | 2024-08-14 | 6561 |
| Fees paid to broker by Benefit Provider | 2024-08-14 | 125 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-14 | 3852 |
| 2022 : IOOF HOME AND COMMUNITY THERAPY CENTER 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-22 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-22 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-22 | 39049 |
| Net assets as of the end of the plan year | 2022-08-22 | 400157 |
| Total assets as of the beginning of the plan year | 2022-08-22 | 341930 |
| Value of plan covered by a fidelity bond | 2022-08-22 | 20000 |
| Participant contributions to plan in this plan year | 2022-08-22 | 46675 |
| Value of participant loans at end of plan year | 2022-08-22 | 1085 |
| Other expenses paid from plan in this plan year | 2022-08-22 | 0 |
| Other contributions to plan in this plan year | 2022-08-22 | 0 |
| Other income to plan in this plan year | 2022-08-22 | 46229 |
| Plan net income in this plan year | 2022-08-22 | 58227 |
| Net assets as of the end of the plan year | 2022-08-22 | 400157 |
| Net assets as of the beginning of the plan year | 2022-08-22 | 341930 |
| Value of contributions failed to transmitted timely | 2022-08-22 | 4596 |
| Employer contributions to plan in this plan year | 2022-08-22 | 4372 |
| Fees paid to broker by Benefit Provider | 2022-08-22 | 122 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-22 | 4210 |
| 2017 : IOOF HOME AND COMMUNITY THERAPY CENTER 401(K) PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 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 | $95,519 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $2,438 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $73 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of total corrective distributions | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $68,736 |
| Value of total assets at end of year | 2017-12-31 | $236,815 |
| Value of total assets at beginning of year | 2017-12-31 | $143,734 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,365 |
| Total income from rents | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $34 |
| 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 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $0 |
| Administrative expenses professional fees incurred | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $20,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
| Contributions received from participants | 2017-12-31 | $62,495 |
| Participant contributions at end of year | 2017-12-31 | $4,378 |
| Participant contributions at end of year | 2017-12-31 | $2,931 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
| Other income not declared elsewhere | 2017-12-31 | $0 |
| Administrative expenses (other) incurred | 2017-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $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 | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $93,081 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $236,815 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $143,734 |
| 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 |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
| Investment advisory and management fees | 2017-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $3,653 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $470 |
| Interest on participant loans | 2017-12-31 | $34 |
| Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
| Interest earned on other investments | 2017-12-31 | $0 |
| Income. Interest from US Government securities | 2017-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $225,560 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $143,264 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $301 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $26,448 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
| 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 | $6,241 |
| Employer contributions (assets) at end of year | 2017-12-31 | $293 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Income. Dividends from preferred stock | 2017-12-31 | $0 |
| Income. Dividends from common stock | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $73 |
| Contract administrator fees | 2017-12-31 | $2,365 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
| 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 | BROOKS LODDEN PC |
| Accountancy firm EIN | 2017-12-31 | 421229486 |
| 2016 : IOOF HOME AND COMMUNITY THERAPY CENTER 401(K) PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 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 | $145,185 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $1,451 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $217 |
| Value of total corrective distributions | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $138,620 |
| Value of total assets at end of year | 2016-12-31 | $143,734 |
| Value of total assets at beginning of year | 2016-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,234 |
| Total income from rents | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $0 |
| 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 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $0 |
| Administrative expenses professional fees incurred | 2016-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-12-31 | No |
| Value of fidelity bond cover | 2016-12-31 | $0 |
| 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 |
| Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $0 |
| Contributions received from participants | 2016-12-31 | $34,962 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $100,161 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
| Other income not declared elsewhere | 2016-12-31 | $0 |
| Administrative expenses (other) incurred | 2016-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $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 | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $143,734 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $143,734 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| 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 |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-12-31 | $0 |
| Investment advisory and management fees | 2016-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $470 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
| Interest earned on other investments | 2016-12-31 | $0 |
| Income. Interest from US Government securities | 2016-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $143,264 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $31 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $6,534 |
| Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
| 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 | $3,497 |
| Employer contributions (assets) at end of year | 2016-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
| Income. Dividends from preferred stock | 2016-12-31 | $0 |
| Income. Dividends from common stock | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $217 |
| Contract administrator fees | 2016-12-31 | $1,234 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
| 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 | BROOKS LODDEN PC |
| Accountancy firm EIN | 2016-12-31 | 421229486 |
