2023 Form 5500 filing — T.A. Solberg Co., Inc. 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 20240726095725NAL0010079459001) for T.A. Solberg Co., Inc. 401(K) Plan, reported by T.A. Solberg Co., Inc. under EIN 39-1210564 and plan number 001. It reports 752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726095725NAL0010079459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- T.A. Solberg Co., Inc.
- EIN
- 39-1210564
- Plan number
- 001
- Location
- Minocqua, WI
- Participants
- 752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,246,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,246,456
- Employer contributions
- $386,854
- Participant contributions
- $657,420
- Total income / additions
- $3,304,687
- Benefits paid
- $1,852,251
- Administrative expenses
- $67,500
- Total expenses
- $1,919,751
- Net increase / (decrease)
- $1,384,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $61,437 | $0 |
| Rbc Capital Markets LLC | BROKER/ADVISER | $0 | $30,152 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,898 | not reported in the loaded dataset |