Plan5500

La Costena Usa 401(K) Plan — Form 5500 plan (La Costena Usa)

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, La Costena Usa 401(K) Plan is a benefit plan reported by La Costena Usa under EIN 86-1168086 and plan number 001. The latest loaded filing year is 2023. The filing reports 740 participants and $45,808,127 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
La Costena Usa
EIN
86-1168086
Plan number
001
Plan type
2
Location
Faribault, MN
Latest filing year
2023
Participants
740
End-of-year plan assets
$45,808,127

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023740H, C20241015100612NAL0028012913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,808,127
Total liabilities (EOY)
$0
Net assets (EOY)
$45,808,127
Net assets (BOY)
$39,462,530

Income & contributions

Employer contributions
$1,020,146
Participant contributions
$2,425,882
Total contributions
$3,582,660
Total income / additions
$10,458,197

Expenses & distributions

Benefits paid
$3,916,400
Administrative expenses
$167,576
Total expenses
$4,112,600
Net increase / (decrease)
$6,345,597

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$87,928$02023
Cbiz Investment Advisory ServicesINVESTMENT ADVISOR$67,592not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$12,056not reported in the loaded dataset2023

Related Form 5500 pages