2023 Form 5500 filing — Mid-Minnesota Legal Assistance 403(B) 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 20241014150527NAL0027654193001) for Mid-Minnesota Legal Assistance 403(B) Retirement Plan, reported by Mid-Minnesota Legal Assistance under EIN 41-1412710 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150527NAL0027654193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-Minnesota Legal Assistance
- EIN
- 41-1412710
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,075,967
- Total liabilities (EOY)
- $115,698
- Net assets (EOY)
- $17,960,269
- Employer contributions
- $379,819
- Participant contributions
- $1,023,556
- Total income / additions
- $3,941,618
- Benefits paid
- $2,265,342
- Administrative expenses
- $76,756
- Total expenses
- $2,342,098
- Net increase / (decrease)
- $1,599,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Efs Advisors | ADVISOR | $48,804 | not reported in the loaded dataset |
| Penserv Plan Services, Inc. | RECORDKEEPER | $16,592 | not reported in the loaded dataset |
| Mg Trust Company LLC | CUSTODIAN | $11,282 | not reported in the loaded dataset |