Annandale, MN Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Annandale, MN has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $93,347,697 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$93,347,697
Total reported liabilities (EOY)
$6,185,815
Total reported net assets (EOY)
$87,161,882

Contributions & income

Employer contributions
$2,723,782
Participant contributions
$1,297,414
Total income / additions
$32,170,398

Expenses & distributions

Benefits paid / distributions
$7,498,294
Total expenses
$7,705,397
Net increase / (decrease)
$24,465,001

Coverage

Total reported participants
970
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Annandale, MN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Annandale, MN
PlanSponsorReported assets (EOY)Year
Malco Products Sbc Employee Stock Ownership PlanMalco Products Sbc$67,896,2352023
Malco Products Sbc Profit Sharing, Savings And Retirement PlanMalco Products, Sbc$21,494,1162023
The Marketplace Employee Retirement PlanAnnandale Marketplace Inc.$3,957,3462023
Malco Products, Sbc Flexcomp ProgramMalco Products, Sbcnot reported in the loaded dataset2023

Related Form 5500 pages