2023 Form 5500 filing — S.J. Louis Construction, Inc. Retirement Savings 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 20241015102551NAL0016140835001) for S.J. Louis Construction, Inc. Retirement Savings Plan, reported by S. J. Louis Construction, Inc under EIN 41-1440589 and plan number 001. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102551NAL0016140835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S. J. Louis Construction, Inc
- EIN
- 41-1440589
- Plan number
- 001
- Location
- Cold Spring, MN
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,776,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,776,072
- Employer contributions
- $1,003,522
- Participant contributions
- $705,412
- Total income / additions
- $3,779,123
- Benefits paid
- $4,136,621
- Administrative expenses
- $45,413
- Total expenses
- $4,182,034
- Net increase / (decrease)
- -$402,911
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,822 | $0 |
| Kdv Wealth Management, LLC | INVESTMENT ADVISOR | $16,932 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,271 | $0 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $5,123 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $365 | not reported in the loaded dataset |