2023 Form 5500 filing — Minitab, LLC 401(K) 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 20241014105107NAL0027078145001) for Minitab, LLC 401(K) Retirement Plan, reported by Minitab, LLC under EIN 25-1441947 and plan number 004. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105107NAL0027078145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Minitab, LLC
- EIN
- 25-1441947
- Plan number
- 004
- Location
- State College, PA
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,921,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,921,042
- Employer contributions
- $2,303,850
- Participant contributions
- $3,684,645
- Total income / additions
- $23,506,303
- Benefits paid
- $11,955,539
- Administrative expenses
- $38,892
- Total expenses
- $11,994,431
- Net increase / (decrease)
- $11,511,872
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $38,722 | $0 |