St. Cloud Refrigeration Company Profit Sharing 401(K) Plan — Form 5500 plan (St. Cloud Refrigeration Company)
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, St. Cloud Refrigeration Company Profit Sharing 401(K) Plan is a benefit plan reported by St. Cloud Refrigeration Company under EIN 41-0802798 and plan number 002. The latest loaded filing year is 2023. The filing reports 266 participants and $48,847,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Cloud Refrigeration Company
- EIN
- 41-0802798
- Plan number
- 002
- Plan type
- 2
- Location
- St. Cloud, MN
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $48,847,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20240917154113NAL0003154561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,847,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,847,308
- Net assets (BOY)
- $40,961,191
Income & contributions
- Employer contributions
- $1,494,912
- Participant contributions
- $1,360,852
- Total contributions
- $2,955,362
- Total income / additions
- $9,134,905
Expenses & distributions
- Benefits paid
- $1,089,853
- Administrative expenses
- $158,482
- Total expenses
- $1,248,788
- Net increase / (decrease)
- $7,886,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $79,152 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $72,730 | not reported in the loaded dataset | 2023 |
| Miller, Welle, Heiser & Co, Ltd | AUDITOR | $6,600 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Cloud Refrigeration Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Cloud, MN
- Ubs Financial Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Miller, Welle, Heiser & Co, Ltd — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation