Cottage Grove, MN Form 5500 retirement and benefit plan filings

City Form 5500 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, Cottage Grove, MN has 11 loaded benefit plan(s) reported by 6 plan sponsor(s), with $138,725,278 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$138,725,278
Total reported liabilities (EOY)
$1,871,487
Total reported net assets (EOY)
$136,853,791

Contributions & income

Employer contributions
$2,352,645
Participant contributions
$411,444
Total income / additions
$30,260,438

Expenses & distributions

Benefits paid / distributions
$2,961,575
Total expenses
$3,177,848
Net increase / (decrease)
$27,082,590

Coverage

Total reported participants
1,905
Plans with financial statements
5
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cottage Grove, MN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Cottage Grove, MN
PlanSponsorReported assets (EOY)Year
Tradehome Shoe Stores, Inc. Employee Stock Ownership Plan And TrustTradehome Holdings, Inc.$96,604,8122023
Tradehome Shoe Stores, Inc. Profit Sharing PlanTradehome Holdings, Inc.$31,332,6982023
American Business Group 401(K) PlanAmerican Business Group$10,701,4152023
Diamond Drives Corporation 401(K) PlanDiamond Drives Corporation$86,3532023
Step Up And Swing Company 401(K) PlanStep Up And Swing Company$02023
Ngi Capital, Inc. Employee Assistance ProgramNgi Capital, Inc.not reported in the loaded dataset2023
Travelnet Solutions Medical PlanTravelnet Solutions, Inc.not reported in the loaded dataset2023
Tradehome Shoe Stores, Inc. Group Benefit PlanTradehome Shoe Stores, Inc.not reported in the loaded dataset2023
Tradehome Shoe Stores, Inc. Life, Add And Long-Term Disability PlanTradehome Shoe Stores, Inc.not reported in the loaded dataset2023
Tradehome Shoe Stores, Inc. Group Vision PlanTradehome Shoe Stores, Inc.not reported in the loaded dataset2023
Travelnet Solutions Life And Disability PlanTravelnet Solutions, Inc.not reported in the loaded dataset2023

Related Form 5500 pages