2023 Form 5500 filing — Ear, Nose & Throat Specialtycare Of Minnesota P.A. Section 401(K) Plan And 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 20241015160325NAL0016828627001) for Ear, Nose & Throat Specialtycare Of Minnesota P.A. Section 401(K) Plan And Trust, reported by Ear, Nose & Throat Specialtycare Of Minnesota, P.A. under EIN 41-0951475 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160325NAL0016828627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ear, Nose & Throat Specialtycare Of Minnesota, P.A.
- EIN
- 41-0951475
- Plan number
- 001
- Location
- St Louis Park, MN
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,333,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,333,170
- Employer contributions
- $1,025,662
- Participant contributions
- $819,197
- Total income / additions
- $8,373,805
- Benefits paid
- $3,677,115
- Administrative expenses
- $34,510
- Total expenses
- $3,711,625
- Net increase / (decrease)
- $4,662,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carlson Capital Management LLC | INV ADV, PARTICIPANTS | $22,334 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,167 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |