2023 Form 5500 filing — Anne Carlsen Center 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 20241011092526NAL0010768275001) for Anne Carlsen Center 401(K) Plan, reported by Anne Carlsen Center under EIN 87-0694180 and plan number 001. It reports 599 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092526NAL0010768275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anne Carlsen Center
- EIN
- 87-0694180
- Plan number
- 001
- Location
- Jamestown, ND
- Participants
- 599
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,085,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,085,046
- Employer contributions
- $724,414
- Participant contributions
- $1,238,582
- Total income / additions
- $5,534,520
- Benefits paid
- $1,612,510
- Administrative expenses
- $84,862
- Total expenses
- $1,697,372
- Net increase / (decrease)
- $3,837,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $84,859 | not reported in the loaded dataset |