2023 Form 5500 filing — Emp Serv, LLC 401(K) Profit Sharing 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 20240826161038NAL0004660259001) for Emp Serv, LLC 401(K) Profit Sharing Plan, reported by Emp Serv, LLC under EIN 41-1893115 and plan number 001. It reports 1,224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240826161038NAL0004660259001
Filing year
2023
Form type
2
Plan sponsor
Emp Serv, LLC
EIN
41-1893115
Plan number
001
Location
Pipestone, MN
Participants
1,224
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$60,577,098
Total liabilities (EOY)
$0
Net assets (EOY)
$60,577,098
Employer contributions
$3,350,011
Participant contributions
$4,502,364
Total income / additions
$16,876,847
Benefits paid
$7,148,162
Administrative expenses
$243,835
Total expenses
$7,412,716
Net increase / (decrease)
$9,464,131
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$243,835$4,845
Visionpoint Advisory GroupINVESTMENT ADVISORY$0$87,309
Eide Bailly LlpACCOUNTANT$0$13,850
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$0

Related Form 5500 pages