2023 Form 5500 filing — Southeastern Minnesota Center For Independent Living, Inc. 403(B) 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 20241015152315NAL0028918961001) for Southeastern Minnesota Center For Independent Living, Inc. 403(B) Plan, reported by Southeastern Minnesota Center For Independent Living, Inc. under EIN 41-1387414 and plan number 001. It reports 184 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)$3.7MReported net assets$3,728,591

Participants184

Provider compensation$44.1K4 Schedule C row(s)$44,149

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015152315NAL0028918961001
Plan sponsor: Southeastern Minnesota Center For Independent Living, Inc.
EIN: 41-1387414
Plan number: 001
Location: Rochester, MN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$3.7M total assets

Net assets$3.7MLiabilities$0

Money in vs. money out

Total income / additions$1.2M

Total expenses$611.7K

Benefits paid / distributions$580.1K

Contributions

Employer$124.8K

Participant$286.5K

Full reported line items

Total assets (EOY): $3,728,591
Total liabilities (EOY): $0
Net assets (EOY): $3,728,591
Employer contributions: $124,765
Participant contributions: $286,536
Total income / additions: $1,153,975
Benefits paid: $580,145
Administrative expenses: $31,565
Total expenses: $611,710
Net increase / (decrease): $542,265

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$28.8K
CONTRACT ADMINISTRATOR · Direct $28.8K · Indirect $0
2
Ameriprise Financial Service, Inc.$10K
OTHER SERVICES · Direct $0 · Indirect $10K
3
Mutual Of America Sec. Corp LLC$5K
RECORD KEEPER · Direct $5K · Indirect $0
4
Wilshire Associates Inc.$290
FIDUCIARY ADVISOR · Direct $290 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015152315NAL0028918961001 cover?: It is the 2023 Form 5500 filing for Southeastern Minnesota Center For Independent Living, Inc. 403(B) Plan, reported by Southeastern Minnesota Center For Independent Living, Inc. (EIN 41-1387414).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).