Plan5500

Long 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, Long Lake, MN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,539,122 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 Long Lake

  • 2 loaded plans hold $4.5M in reported assets across 2 sponsors.
  • The largest, Moen Management, LLC 401(K) Profit Sharing Plan, holds 65% of reported Long Lake plan assets.
  • Plans cover 7 participants — about 4 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$4.5MSummed across loaded plans$4,533,417
Total reported assets$4.5M$4,539,122
Total reported participants7
Total reported liabilities$5.7K$5,705

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$5.7K
Contributions & income
Employer contributions$0
Participant contributions$60K
Total income / additions$689.5K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$4.9K
Net increase / (decrease)$684.5K

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 Long 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.

Computed from loaded plans

Long Lake market comparison

Largest plan share of assets65%Moen Management, LLC 401(K) Profit Sharing Plan
Participants per plan4Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Long Lake

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

  1. 1
    Moen Management, LLC 401(K) Profit Sharing Plan$3M
    Moen Management, LLC · 2023
  2. 2
    Julian Innovative Renovations, Inc. 401(K) Profit Sharing Plan$1.6M
    Julian Innovative Renovations, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages