How many benefit plans does Total Expert, Inc. report on Form 5500?

Total Expert, Inc. (EIN 81-2229221) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Total Expert, Inc.?

The Employer Identification Number (EIN) reported for Total Expert, Inc. is 81-2229221.

What is the latest Form 5500 filing year for Total Expert, Inc.?

The latest loaded Form 5500 filing year for Total Expert, Inc. is 2023.

Total Expert, 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, Total Expert, Inc. (EIN 81-2229221) is a plan sponsor located in Minneapolis, 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: 81-2229221
Location: Minneapolis, MN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $14,909,569
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $14,909,569

Contributions & income

Employer contributions: $870,539
Participant contributions: $3,031,083
Total income / additions: $6,985,284

Expenses & distributions

Benefits paid / distributions: $1,592,626
Total expenses: $1,703,078
Net increase / (decrease): $5,282,206

Coverage

Total reported participants: 709
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

Total Expert, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Total Expert, Inc. 401k Plan	001	400	$14,909,569	2023
Total Expert, Inc. Wrap Plan	501	309	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Total Expert, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Total Expert, Inc. Wrap Plan	309	—	20240626113717NAL0012116880001
2023	Total Expert, Inc. 401k Plan	400	H, C	20241001135956NAL0003350659001