2023 Form 5500 filing — Minnesota Masonic Charities 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 20240905124116NAL0010377683001) for Minnesota Masonic Charities 401(K) Plan, reported by Minnesota Masonic Charities under EIN 41-1495325 and plan number 002. It reports 672 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$30.5MReported net assets$30,473,534
Participants672
Provider compensation$111.4K2 Schedule C row(s)$111,379
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240905124116NAL0010377683001
Plan sponsor
Minnesota Masonic Charities
EIN
41-1495325
Plan number
002
Location
Bloomington, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$30.5M total assets
Net assets$30.5MLiabilities$0
Money in vs. money out
Total income / additions$6.6M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$389K
Participant$1.6M
Full reported line items
Total assets (EOY)
$30,473,534
Total liabilities (EOY)
$0
Net assets (EOY)
$30,473,534
Employer contributions
$389,026
Participant contributions
$1,575,237
Total income / additions
$6,567,554
Benefits paid
$1,560,342
Administrative expenses
$111,379
Total expenses
$1,696,474
Net increase / (decrease)
$4,871,080
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $64.4K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $47K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905124116NAL0010377683001 cover?
It is the 2023 Form 5500 filing for Minnesota Masonic Charities 401(K) Plan, reported by Minnesota Masonic Charities (EIN 41-1495325).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages