Forest Lake, 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, Forest Lake, MN has 13 loaded benefit plan(s) reported by 13 plan sponsor(s), with $53,608,498 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $53,608,498
- Total reported liabilities (EOY)
- $1,788
- Total reported net assets (EOY)
- $53,606,710
Contributions & income
- Employer contributions
- $1,889,683
- Participant contributions
- $4,220,189
- Total income / additions
- $14,120,929
Expenses & distributions
- Benefits paid / distributions
- $4,440,439
- Total expenses
- $4,595,326
- Net increase / (decrease)
- $9,525,603
Coverage
- Total reported participants
- 3,254
- Plans with financial statements
- 10
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Forest Lake, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Teamvantage 401k Retirement Plan. | Teamvantage Buyer, LLC | $27,843,784 | 2023 |
| Vinco, Inc. Employees' 401(K) Plan | Vinco, Inc. | $15,018,310 | 2023 |
| Mustad Usa, Inc. 401(K) Retirement Plan | St. Croix Forge, Inc. | $9,510,899 | 2023 |
| Central Landscaping 401k Plan | Central Landscaping, Inc. | $420,767 | 2023 |
| B'S Homecare Inc.401k Profit Sharing Plan And Trust | Bs Homecare Inc. | $256,312 | 2023 |
| Mn Power Solutions, Inc. 401(K) Profit Sharing Plan | Mn Power Solutions, Inc. | $190,357 | 2023 |
| Oema Investment Plan | Oema Co | $167,886 | 2023 |
| Innaberry Inc. Retirement Plan | Innaberry Inc. | $159,478 | 2023 |
| Foundation Painting Corp. 401(K) Plan | Foundation Painting Corp. | $25,848 | 2023 |
| Mclevish Retirement Plan | Mclevish Corp. | $14,857 | 2023 |
| Newteam LLC Health & Welfare Benefit Plan | Newteam LLC | not reported in the loaded dataset | 2023 |
| Forest Lake Isd 831 Chp Plan | Forest Lake Isd 831 | not reported in the loaded dataset | 2023 |
| North Metro Harness Initiative Employee Benefit Plan | North Metro Harness Initiative Running Aces Harness Park | not reported in the loaded dataset | 2023 |
Largest plans in Forest Lake → · Forest Lake plans by participants → · Forest Lake plans with financial data → · Forest Lake plans with provider compensation → · $1B+ plans in Forest Lake →
Related Form 5500 pages
- All MN Form 5500 filings
- Teamvantage 401k Retirement Plan. (plan 002)
- Teamvantage Buyer, LLC — all reported plans
- Vinco, Inc. Employees' 401(K) Plan (plan 001)
- Vinco, Inc. — all reported plans
- Mustad Usa, Inc. 401(K) Retirement Plan (plan 002)
- St. Croix Forge, Inc. — all reported plans
- Central Landscaping 401k Plan (plan 001)
- Central Landscaping, Inc. — all reported plans
- B'S Homecare Inc.401k Profit Sharing Plan And Trust (plan 001)
- Bs Homecare Inc. — all reported plans
- Mn Power Solutions, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mn Power Solutions, Inc. — all reported plans
- Oema Investment Plan (plan 001)
- Oema Co — all reported plans
- Innaberry Inc. Retirement Plan (plan 001)
- Innaberry Inc. — all reported plans
- Foundation Painting Corp. 401(K) Plan (plan 001)
- Foundation Painting Corp. — all reported plans
- Mclevish Retirement Plan (plan 001)
- Mclevish Corp. — all reported plans
- Newteam LLC Health & Welfare Benefit Plan (plan 501)
- Newteam LLC — all reported plans
- Forest Lake Isd 831 Chp Plan (plan 501)
- Forest Lake Isd 831 — all reported plans
- North Metro Harness Initiative Employee Benefit Plan (plan 501)
- North Metro Harness Initiative Running Aces Harness Park — all reported plans
- Methodology
- Data sources