Plan5500

Saint Michael, 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, Saint Michael, MN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,971,243 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 Saint Michael

  • 2 loaded plans hold $10M in reported assets across 2 sponsors.
  • The largest, B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(K) Plan And Trust, holds 100% of reported Saint Michael plan assets.
  • Plans cover 149 participants — about 75 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10MSummed across loaded plans$9,971,243
Total reported assets$10M$9,971,243
Total reported participants149
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10M total assets
Net assets$10MLiabilities$0
Contributions & income
Employer contributions$338.9K
Participant contributions$551.5K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$792.1K
Total expenses$792.5K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saint Michael, 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

Saint Michael market comparison

Largest plan share of assets100%B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(K) Plan And Trust
Participants per plan75Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Saint Michael

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

  1. 1
    B & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(K) Plan And Trust$9.9M
    B & D Plumbing, Heating And Air Conditioning, Inc. · 2023
  2. 2
    Pb Mart Corp. 401(K) Plan$44.1K
    Pb Mart Corp. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages