First District Association — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, First District Association (EIN 41-0255940) is a plan sponsor located in Litchfield, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0255940
Location
Litchfield, MN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,907,590
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$9,907,590

Contributions & income

Employer contributions
$605,688
Total income / additions
$1,954,984

Expenses & distributions

Benefits paid / distributions
$750,865
Total expenses
$784,957
Net increase / (decrease)
$1,170,027

Coverage

Total reported participants
132
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

First District Association plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
First District Association Retirement Benefit Program For Union Employees003132$9,907,5902023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First District Association
YearPlanParticipantsSchedulesFiling
2023First District Association Retirement Benefit Program For Union Employees132H, C20250321100227NAL0004299539001

Related Form 5500 pages