401(A) Plan Of Tasks Unlimited Building Services — Form 5500 plan (Tasks Unlimited Building Services)
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, 401(A) Plan Of Tasks Unlimited Building Services is a benefit plan reported by Tasks Unlimited Building Services under EIN 41-1518696 and plan number 003. The latest loaded filing year is 2023. The filing reports 324 participants and $8,031,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tasks Unlimited Building Services
- EIN
- 41-1518696
- Plan number
- 003
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $8,031,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20241015145529NAL0014893091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,031,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,031,327
- Net assets (BOY)
- $7,673,373
Income & contributions
- Employer contributions
- $582,554
- Total contributions
- $582,554
- Total income / additions
- $1,597,396
Expenses & distributions
- Benefits paid
- $1,169,868
- Administrative expenses
- $58,454
- Total expenses
- $1,239,442
- Net increase / (decrease)
- $357,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | CONTRACT ADMINISTRATOR | $55,194 | $0 | 2023 |
| Sageview Advisory Group | INVESTMENT ADVISORY | $23,975 | not reported in the loaded dataset | 2023 |
| Eisner Advisory Group LLC | TPA | $13,035 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tasks Unlimited Building Services
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Lincoln National Corporation — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Eisner Advisory Group LLC — Schedule C compensation