Minneapolis-Fowlerville Corporation Retirement Plan — Form 5500 plan (Minneapolis-Fowlerville Corporation)
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, Minneapolis-Fowlerville Corporation Retirement Plan is a benefit plan reported by Minneapolis-Fowlerville Corporation under EIN 41-1977442 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $9,393,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Minneapolis-Fowlerville Corporation
- EIN
- 41-1977442
- Plan number
- 001
- Plan type
- 2
- Location
- Clear Lake, WI
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $9,393,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241002130723NAL0004809107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,393,000
- Total liabilities (EOY)
- $239
- Net assets (EOY)
- $9,392,761
- Net assets (BOY)
- $7,902,378
Income & contributions
- Employer contributions
- $441,463
- Participant contributions
- $833,680
- Total contributions
- $1,361,671
- Total income / additions
- $2,760,731
Expenses & distributions
- Benefits paid
- $1,215,191
- Administrative expenses
- $55,157
- Total expenses
- $1,270,348
- Net increase / (decrease)
- $1,490,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Christensen Group Financial LLC | INVESTMENT ADVISOR | $25,389 | not reported in the loaded dataset | 2023 |
| Tax Sheltered Compensation, Inc. | CONTRACT ADMIN | $21,022 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,295 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $172 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Minneapolis-Fowlerville Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Clear Lake, WI
- Christensen Group Financial LLC — Schedule C compensation
- Tax Sheltered Compensation, Inc. — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation