Widseth Smith Nolting & Associates, Inc. — 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, Widseth Smith Nolting & Associates, Inc. (EIN 41-1243629) is a plan sponsor located in Crookston, 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
41-1243629
Location
Crookston, MN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$41,051,871
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$41,051,871

Contributions & income

Employer contributions
$900,000
Participant contributions
$2,098,463
Total income / additions
$10,831,908

Expenses & distributions

Benefits paid / distributions
$5,057,817
Total expenses
$5,141,317
Net increase / (decrease)
$5,690,591

Coverage

Total reported participants
481
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

Widseth Smith Nolting & Associates, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Widseth, Smith, Nolting & Associates Employee Profit Sharing Plan001296$41,051,8712023
Widseth Smith Nolting & Associates, Inc. Health And Welfare Plan501185not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Widseth Smith Nolting & Associates, Inc.
YearPlanParticipantsSchedulesFiling
2023Widseth Smith Nolting & Associates, Inc. Health And Welfare Plan18520240521133518NAL0002567649001
2023Widseth, Smith, Nolting & Associates Employee Profit Sharing Plan296H, C20250911112354NAL0000657696001

Related Form 5500 pages