Twin Cities Spine Center 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Twin Cities Spine Center)
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, Twin Cities Spine Center 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Twin Cities Spine Center under EIN 41-0990689 and plan number 002. The latest loaded filing year is 2023. The filing reports 149 participants and $32,943,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Twin Cities Spine Center
- EIN
- 41-0990689
- Plan number
- 002
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $32,943,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241007124834NAL0016071969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,943,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,943,555
- Net assets (BOY)
- $30,001,918
Income & contributions
- Employer contributions
- $927,500
- Participant contributions
- $960,080
- Total contributions
- $2,004,823
- Total income / additions
- $7,059,546
Expenses & distributions
- Benefits paid
- $4,084,884
- Administrative expenses
- $33,025
- Total expenses
- $4,117,909
- Net increase / (decrease)
- $2,941,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Christensen Group Financial | ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Accredited Investors | CONTRACT ADMIN | $12,235 | not reported in the loaded dataset | 2023 |
| Goldleaf Partners | CONTRACT ADMIN | $815 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services | FINANCIAL ADVISOR | $0 | not reported in the loaded dataset | 2023 |
| Td Ameritrade, Inc. | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Twin Cities Spine Center
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Christensen Group Financial — Schedule C compensation
- Accredited Investors — Schedule C compensation
- Goldleaf Partners — Schedule C compensation
- Kestra Advisory Services — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation