Plan5500

Minitab, LLC 401(K) Retirement Plan — Form 5500 plan (Minitab, LLC)

Plain-English plan 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, Minitab, LLC 401(K) Retirement Plan is a benefit plan reported by Minitab, LLC under EIN 25-1441947 and plan number 004. The latest loaded filing year is 2023. The filing reports 438 participants and $113,921,042 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Minitab, LLC
EIN
25-1441947
Plan number
004
Plan type
2
Location
State College, PA
Latest filing year
2023
Participants
438
End-of-year plan assets
$113,921,042

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023438H, C20241014105107NAL0027078145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$113,921,042
Total liabilities (EOY)
$0
Net assets (EOY)
$113,921,042
Net assets (BOY)
$102,409,170

Income & contributions

Employer contributions
$2,303,850
Participant contributions
$3,684,645
Total contributions
$6,580,311
Total income / additions
$23,506,303

Expenses & distributions

Benefits paid
$11,955,539
Administrative expenses
$38,892
Total expenses
$11,994,431
Net increase / (decrease)
$11,511,872

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$38,722$02023

Related Form 5500 pages