Ebenezer Society 401(K) Profit-Sharing Plan — Form 5500 plan (Ebenezer Society)

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, Ebenezer Society 401(K) Profit-Sharing Plan is a benefit plan reported by Ebenezer Society under EIN 41-0706141 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,344 participants and $47,445,560 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ebenezer Society
EIN
41-0706141
Plan number
003
Plan type
2
Location
Edina, MN
Latest filing year
2023
Participants
3,344
End-of-year plan assets
$47,445,560

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,344H, C20241011104531NAL0022600305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,445,560
Total liabilities (EOY)
$0
Net assets (EOY)
$47,445,560
Net assets (BOY)
$31,672,996

Income & contributions

Employer contributions
$4,812,584
Participant contributions
$8,763,805
Total contributions
$14,906,368
Total income / additions
$21,433,038

Expenses & distributions

Benefits paid
$5,558,043
Administrative expenses
$102,431
Total expenses
$5,660,474
Net increase / (decrease)
$15,772,564

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$96,416$02023
Strategic Advisors, Inc.ADVISOR$7,713not reported in the loaded dataset2023

Related Form 5500 pages