Maslon Retirement And Savings Plan — Form 5500 plan (Maslon, Llp)

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, Maslon Retirement And Savings Plan is a benefit plan reported by Maslon, Llp under EIN 41-0648239 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $84,324,028 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Maslon, Llp
EIN
41-0648239
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
144
End-of-year plan assets
$84,324,028

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241003162507NAL0010169025002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,324,028
Net assets (EOY)
$84,324,028
Net assets (BOY)
$84,432,030

Income & contributions

Employer contributions
$1,898,469
Participant contributions
$1,332,953
Total contributions
$3,360,193
Total income / additions
$15,761,336

Expenses & distributions

Benefits paid
$12,102,189
Administrative expenses
$63,602
Total expenses
$12,165,791
Net increase / (decrease)
$3,595,545

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$35,616not reported in the loaded dataset2023
Advanced Capital GroupNONE$27,986not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$774$02023

Related Form 5500 pages