2023 Form 5500 filing — W.D. Larson Companies Ltd, Inc. 401k Retirement 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 20240920091845NAL0007580881001) for W.D. Larson Companies Ltd, Inc. 401k Retirement Plan, reported by W.D. Larson Companies Ltd, Inc. under EIN 41-1244294 and plan number 001. It reports 957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920091845NAL0007580881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W.D. Larson Companies Ltd, Inc.
- EIN
- 41-1244294
- Plan number
- 001
- Location
- St. Louis Park, MN
- Participants
- 957
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,181,420
- Net assets (EOY)
- $48,181,420
- Employer contributions
- $1,061,638
- Participant contributions
- $3,535,322
- Total income / additions
- $11,396,111
- Benefits paid
- $3,894,855
- Administrative expenses
- $110,411
- Total expenses
- $4,005,266
- Net increase / (decrease)
- $7,390,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $70,284 | $0 |
| Resources Investment Advisors, Inc. | INVESTMENT ADVISORY | $40,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $0 | $0 |