2023 Form 5500 filing — St. Cloud Industrial Products, Inc. And Associated Companies' 401(K) Plan & Trust

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 20241015065717NAL0027732753001) for St. Cloud Industrial Products, Inc. And Associated Companies' 401(K) Plan & Trust, reported by St. Cloud Industrial Products, Inc. under EIN 41-0944776 and plan number 002. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.6MReported net assets$9,588,757
Participants193
Provider compensation$43.4K3 Schedule C row(s)$43,449
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015065717NAL0027732753001
Plan sponsor
St. Cloud Industrial Products, Inc.
EIN
41-0944776
Plan number
002
Location
St. Cloud, MN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$660.9K
Benefits paid / distributions$598.3K
Contributions
Employer$164.8K
Participant$995.3K
Full reported line items
Total assets (EOY)
$9,588,757
Total liabilities (EOY)
$0
Net assets (EOY)
$9,588,757
Employer contributions
$164,807
Participant contributions
$995,315
Total income / additions
$2,633,405
Benefits paid
$598,281
Administrative expenses
$43,449
Total expenses
$660,891
Net increase / (decrease)
$1,972,514

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bremer Bank National AssociationTRUSTEE$23,613not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$18,605$0
Empower Advisory Group, LLCINVESTMENT MGMT$1,231not reported in the loaded dataset

Related Form 5500 pages