2023 Form 5500 filing — Emerge Community Development 403(B) 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 20241009091051NAL0009060083001) for Emerge Community Development 403(B) Plan, reported by Emerge Community Development under EIN 41-1277423 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009091051NAL0009060083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emerge Community Development
- EIN
- 41-1277423
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,401,551
- Total liabilities (EOY)
- $5,179
- Net assets (EOY)
- $2,396,372
- Employer contributions
- $168,079
- Participant contributions
- $196,392
- Total income / additions
- $721,994
- Benefits paid
- $160,967
- Administrative expenses
- $20,930
- Total expenses
- $181,897
- Net increase / (decrease)
- $540,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $10,874 | $0 |
| Intellicents Inc | NONE | $10,056 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $405 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |