Goodwill - Easter Seals Mn 401(K) Plan — Form 5500 plan (Goodwill - Easter Seals Minnesota)
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, Goodwill - Easter Seals Mn 401(K) Plan is a benefit plan reported by Goodwill - Easter Seals Minnesota under EIN 41-0706171 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,243 participants and $36,376,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwill - Easter Seals Minnesota
- EIN
- 41-0706171
- Plan number
- 002
- Plan type
- 2
- Location
- St Paul, MN
- Latest filing year
- 2023
- Participants
- 2,243
- End-of-year plan assets
- $36,376,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,243 | H, C | 20250702143248NAL0007682531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,376,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,376,428
- Net assets (BOY)
- $26,940,850
Income & contributions
- Employer contributions
- $1,266,867
- Participant contributions
- $2,980,011
- Total contributions
- $4,513,121
- Total income / additions
- $11,471,729
Expenses & distributions
- Benefits paid
- $1,747,262
- Administrative expenses
- $286,526
- Total expenses
- $2,036,151
- Net increase / (decrease)
- $9,435,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $161,375 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $60,151 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $54,167 | not reported in the loaded dataset | 2023 |
| Wellth Advisory Services LLC | INVESTMENT ADVISOR | $10,833 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodwill - Easter Seals Minnesota
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St Paul, MN
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Wellth Advisory Services LLC — Schedule C compensation