· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JANE BROWN PT PC — JANE BROWN PT PC PENSION PLAN 001 AND PROFIT SHARING PLAN 002, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250424095538NAL0016059714001
JANE BROWN PT PC
Form 5500-SF
FILING_RECEIVED
JANE BROWN PT PC PENSION PLAN 001 AND PROFIT SHARING PLAN 002
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JANE BROWN PT PC
.
Find decision makers
Plan sponsor
Name
JANE BROWN PT PC
EIN
42-1479494
Address
408 E TAYLOR STREET · PO BOX 564 · CRESTON, IA · 508010564
Phone
(641) 782-8151
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
TRUSTEX INC
EIN
61-1608952
City
CRESTON, IA
Phone
(641) 782-5052
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-24
Pension benefit codes
2C · Money purchase (other than target benefit)
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
BOYDEN ORAL & MAXILLOFACIAL SURGERY INC
BOYDEN ORAL & MAXILLOFACIAL SURGERY INC 401K PROFIT SHARING PLAN
$2.5M · 6 participants
KNAPP CENTER FOR CHILDOOD DEVELOPMENT
KNAPP CENTER FOR CHILDHOOD DEVELOPMENT 401(K) RETIREMENT PLAN
$2.5M · 51 participants
DOWNRIVER NEUROLOGY, PC
DOWNRIVER NEUROLOGY, PC RETIREMENT PLAN
$2.5M · 5 participants
NOVUSACS
NOVUSACS CASH BALANCE PLAN
$2.5M · 29 participants
WIREGRASS ORTHODONTIC SPECIALISTS,
WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.5M · 14 participants
REMCARE ANESTHESIA SOLUTIONS, LLC
REMCARE ANESTHESIA SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN
$2.5M · 10 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
