Anne Carlsen Center 401(K) Plan — Form 5500 plan (Anne Carlsen Center)
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, Anne Carlsen Center 401(K) Plan is a benefit plan reported by Anne Carlsen Center under EIN 87-0694180 and plan number 001. The latest loaded filing year is 2023. The filing reports 599 participants and $23,085,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anne Carlsen Center
- EIN
- 87-0694180
- Plan number
- 001
- Plan type
- 2
- Location
- Jamestown, ND
- Latest filing year
- 2023
- Participants
- 599
- End-of-year plan assets
- $23,085,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 599 | H, C | 20241011092526NAL0010768275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,085,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,085,046
- Net assets (BOY)
- $19,247,898
Income & contributions
- Employer contributions
- $724,414
- Participant contributions
- $1,238,582
- Total contributions
- $1,965,202
- Total income / additions
- $5,534,520
Expenses & distributions
- Benefits paid
- $1,612,510
- Administrative expenses
- $84,862
- Total expenses
- $1,697,372
- Net increase / (decrease)
- $3,837,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $84,859 | not reported in the loaded dataset | 2023 |