Appleton Union Employees' 401(K) Plan — Form 5500 plan (Great Northern Corporation)
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, Appleton Union Employees' 401(K) Plan is a benefit plan reported by Great Northern Corporation under EIN 39-0990697 and plan number 003. The latest loaded filing year is 2023. The filing reports 219 participants and $17,904,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great Northern Corporation
- EIN
- 39-0990697
- Plan number
- 003
- Plan type
- 2
- Location
- Little Chute, WI
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $17,904,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240725141418NAL0024322208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,904,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,904,293
- Net assets (BOY)
- $16,840,332
Income & contributions
- Employer contributions
- $651,598
- Participant contributions
- $815,653
- Total contributions
- $1,557,062
- Total income / additions
- $4,709,177
Expenses & distributions
- Benefits paid
- $3,538,760
- Administrative expenses
- $106,456
- Total expenses
- $3,645,216
- Net increase / (decrease)
- $1,063,961
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $63,859 | $0 | 2023 |
| Nicolet National Bank | FINANCIAL ADVISOR | $42,597 | not reported in the loaded dataset | 2023 |
| Retirement Strategies LLC | TPA | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Great Northern Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Little Chute, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Nicolet National Bank — Schedule C compensation
- Retirement Strategies LLC — Schedule C compensation