Residential Services Of Ne Mn, Inc. 403b Plan — Form 5500 plan (Residential Services Of Ne Mn, Inc)
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, Residential Services Of Ne Mn, Inc. 403b Plan is a benefit plan reported by Residential Services Of Ne Mn, Inc under EIN 41-1296663 and plan number 001. The latest loaded filing year is 2023. The filing reports 477 participants and $7,259,480 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Residential Services Of Ne Mn, Inc
- EIN
- 41-1296663
- Plan number
- 001
- Plan type
- 2
- Location
- Duluth, MN
- Latest filing year
- 2023
- Participants
- 477
- End-of-year plan assets
- $7,259,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 477 | H, C | 20240930143616NAL0010354128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,259,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,259,480
- Net assets (BOY)
- $6,007,778
Income & contributions
- Employer contributions
- $123,435
- Participant contributions
- $431,166
- Total contributions
- $555,989
- Total income / additions
- $1,616,105
Expenses & distributions
- Benefits paid
- $354,657
- Administrative expenses
- $9,746
- Total expenses
- $364,403
- Net increase / (decrease)
- $1,251,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc. | OTHER SERVICES | $0 | $13,995 | 2023 |
| Superiorusa Corporation | CONTRACT ADMINISTRATOR | $3,573 | $2,841 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,548 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $625 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Residential Services Of Ne Mn, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Duluth, MN
- Principal Securities Inc. — Schedule C compensation
- Superiorusa Corporation — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation