2023 Form 5500 filing — Minneapolis-Fowlerville Corporation 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 20241002130723NAL0004809107001) for Minneapolis-Fowlerville Corporation Retirement Plan, reported by Minneapolis-Fowlerville Corporation under EIN 41-1977442 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002130723NAL0004809107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Minneapolis-Fowlerville Corporation
- EIN
- 41-1977442
- Plan number
- 001
- Location
- Clear Lake, WI
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,393,000
- Total liabilities (EOY)
- $239
- Net assets (EOY)
- $9,392,761
- Employer contributions
- $441,463
- Participant contributions
- $833,680
- Total income / additions
- $2,760,731
- Benefits paid
- $1,215,191
- Administrative expenses
- $55,157
- Total expenses
- $1,270,348
- Net increase / (decrease)
- $1,490,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Christensen Group Financial LLC | INVESTMENT ADVISOR | $25,389 | not reported in the loaded dataset |
| Tax Sheltered Compensation, Inc. | CONTRACT ADMIN | $21,022 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,295 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $172 | not reported in the loaded dataset |