2023 Form 5500 filing — Torgerson Properties Retirement Savings 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 20240925084829NAL0005323715001) for Torgerson Properties Retirement Savings Plan, reported by Torgerson Properties, Inc. Dba Tpi Hospitality under EIN 41-0991920 and plan number 001. It reports 868 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925084829NAL0005323715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Torgerson Properties, Inc. Dba Tpi Hospitality
- EIN
- 41-0991920
- Plan number
- 001
- Location
- Willmar, MN
- Participants
- 868
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,649,023
- Total liabilities (EOY)
- $90,212
- Net assets (EOY)
- $14,558,811
- Employer contributions
- $354,632
- Participant contributions
- $928,672
- Total income / additions
- $3,707,246
- Benefits paid
- $653,460
- Administrative expenses
- $72,340
- Total expenses
- $725,800
- Net increase / (decrease)
- $2,981,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $38,686 | $0 |
| Sweet Financial Partners | NONE | $33,654 | $0 |