Superior Mechanical 401(K) Plan — Form 5500 plan (Superior Companies Of Minnesota 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, Superior Mechanical 401(K) Plan is a benefit plan reported by Superior Companies Of Minnesota Inc under EIN 41-1627971 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $11,824,195 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Superior Companies Of Minnesota Inc
EIN
41-1627971
Plan number
001
Plan type
2
Location
Rochester, MN
Latest filing year
2023
Participants
168
End-of-year plan assets
$11,824,195

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241011172045NAL0012801299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,824,195
Total liabilities (EOY)
$0
Net assets (EOY)
$11,824,195
Net assets (BOY)
$9,910,909

Income & contributions

Employer contributions
$262,478
Participant contributions
$511,047
Total contributions
$773,525
Total income / additions
$2,344,060

Expenses & distributions

Benefits paid
$404,516
Administrative expenses
$3,085
Total expenses
$430,774
Net increase / (decrease)
$1,913,286

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurqance CompanyNONE$3,085$02023

Related Form 5500 pages