2023 Form 5500 filing — Impact Of Minnesota, 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 20240918112138NAL0009379474001) for Impact Of Minnesota, Inc. 401(K) Plan, reported by Impact Of Minnesota, Inc. under EIN 84-3515362 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918112138NAL0009379474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Impact Of Minnesota, Inc.
- EIN
- 84-3515362
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,870,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,870,359
- Employer contributions
- $611,643
- Participant contributions
- $1,387,155
- Total income / additions
- $4,853,199
- Benefits paid
- $380,990
- Administrative expenses
- $57,949
- Total expenses
- $438,939
- Net increase / (decrease)
- $4,414,260
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $37,686 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,470 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,416 | not reported in the loaded dataset |
| Gwfs Equities Inc | NONE | $20 | not reported in the loaded dataset |
| Gwfs Equities Inc | NONE | $0 | $0 |
| Lincoln Financial Advisors Corp | OTHER | -$2,643 | not reported in the loaded dataset |