2023 Form 5500 filing — Appleton Union Employees' 401(K) 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 20240725141418NAL0024322208001) for Appleton Union Employees' 401(K) Plan, reported by Great Northern Corporation under EIN 39-0990697 and plan number 003. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725141418NAL0024322208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Northern Corporation
- EIN
- 39-0990697
- Plan number
- 003
- Location
- Little Chute, WI
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,904,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,904,293
- Employer contributions
- $651,598
- Participant contributions
- $815,653
- Total income / additions
- $4,709,177
- Benefits paid
- $3,538,760
- Administrative expenses
- $106,456
- Total expenses
- $3,645,216
- Net increase / (decrease)
- $1,063,961
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $63,859 | $0 |
| Nicolet National Bank | FINANCIAL ADVISOR | $42,597 | not reported in the loaded dataset |
| Retirement Strategies LLC | TPA | $0 | $10,000 |