Plan5500

Grand Marais, 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, Grand Marais, MN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $529,085 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Grand Marais

  • 2 loaded plans hold $529.1K in reported assets across 2 sponsors.
  • The largest, S&J Alliance Corp. 401(K) Plan, holds 100% of reported Grand Marais plan assets.
  • Plans cover 4 participants — about 2 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$529.1KSummed across loaded plans$529,085
Total reported assets$529.1K$529,085
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$529.1K total assets
Net assets$529.1KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$852.2K
Expenses & distributions
Benefits paid / distributions$329.2K
Total expenses$329.2K
Net increase / (decrease)-$1.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grand Marais, 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.

Computed from loaded plans

Grand Marais market comparison

Largest plan share of assets100%S&J Alliance Corp. 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Grand Marais

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    S&J Alliance Corp. 401(K) Plan$529.1K
    S&J Alliance Corp. · 2023
  2. 2
    Delisi Properties, Inc. 401k Trust$0
    Delisi Properties, Inc. · 2023

Largest plans in Grand Marais → · Grand Marais plans by participants → · Grand Marais plans with financial data → · Grand Marais plans with provider compensation → · $1B+ plans in Grand Marais →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Grand Marais, MN?
2 plan(s) reported by 2 sponsor(s) are loaded for Grand Marais, MN.

Related Form 5500 pages