Fairmont, 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, Fairmont, MN has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $28,005,122 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$28,005,122
Total reported liabilities (EOY)
$114,952
Total reported net assets (EOY)
$27,890,170

Contributions & income

Employer contributions
$810,879
Participant contributions
$1,684,616
Total income / additions
$8,006,513

Expenses & distributions

Benefits paid / distributions
$3,699,833
Total expenses
$3,784,829
Net increase / (decrease)
$4,221,684

Coverage

Total reported participants
480
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fairmont, 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 Fairmont, MN
PlanSponsorReported assets (EOY)Year
Profinium 401(K) PlanProfinium Financial Holdings, Inc.$14,672,0222023
Devenish Nutrition 401(K) Retirement PlanDevenish Nutrition$13,333,1002023
Redi Haul Trailers, Inc. Employees Stock Ownership TrustRedi Haul Trailers, Inc.$02023
Devenish Nutrition Health PlanDevenish Nutritionnot reported in the loaded dataset2023

Related Form 5500 pages