Emerge Community Development 403(B) Plan — Form 5500 plan (Emerge Community Development)
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, Emerge Community Development 403(B) Plan is a benefit plan reported by Emerge Community Development under EIN 41-1277423 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $2,401,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emerge Community Development
- EIN
- 41-1277423
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $2,401,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241009091051NAL0009060083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,401,551
- Total liabilities (EOY)
- $5,179
- Net assets (EOY)
- $2,396,372
- Net assets (BOY)
- $1,856,275
Income & contributions
- Employer contributions
- $168,079
- Participant contributions
- $196,392
- Total contributions
- $410,981
- Total income / additions
- $721,994
Expenses & distributions
- Benefits paid
- $160,967
- Administrative expenses
- $20,930
- Total expenses
- $181,897
- Net increase / (decrease)
- $540,097
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $10,874 | $0 | 2023 |
| Intellicents Inc | NONE | $10,056 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $405 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Emerge Community Development
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Alerus Financial, N.A. — Schedule C compensation
- Intellicents Inc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation