Larson Engineering Retirement Plan — Form 5500 plan (Larson Engineering, 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, Larson Engineering Retirement Plan is a benefit plan reported by Larson Engineering, Inc. under EIN 41-1396375 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $32,488,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Larson Engineering, Inc.
- EIN
- 41-1396375
- Plan number
- 001
- Plan type
- 2
- Location
- White Bear Lake, MN
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $32,488,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20241004071827NAL0005477475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,488,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,488,258
- Net assets (BOY)
- $28,743,120
Income & contributions
- Employer contributions
- $357,130
- Participant contributions
- $1,677,902
- Total contributions
- $2,396,171
- Total income / additions
- $7,510,213
Expenses & distributions
- Benefits paid
- $3,711,367
- Administrative expenses
- $76,728
- Total expenses
- $3,765,075
- Net increase / (decrease)
- $3,745,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,727 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $9,126 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Larson Engineering, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in White Bear Lake, MN
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation