2023 Form 5500 filing — Greater Minnesota Family Services 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716141301NAL0005348192001) for Greater Minnesota Family Services 403(B) Plan, reported by Greater Minnesota Family Services under EIN 41-1851475 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716141301NAL0005348192001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greater Minnesota Family Services
- EIN
- 41-1851475
- Plan number
- 001
- Location
- Willmar, MN
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,434,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,434,539
- Employer contributions
- $180,813
- Participant contributions
- $335,562
- Total income / additions
- $1,520,103
- Benefits paid
- $436,565
- Administrative expenses
- $17,773
- Total expenses
- $454,338
- Net increase / (decrease)
- $1,065,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dimensional Fund Advisors | NONE | $0 | $0 |