Plan5500

West Lakeland, 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, West Lakeland, MN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,623,064 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 West Lakeland

  • 2 loaded plans hold $1.6M in reported assets across 2 sponsors.
  • The largest, Sawtooth Holdings, Inc. 401(K) Plan, holds 100% of reported West Lakeland plan assets.
  • Plans cover 14 participants — about 7 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$1.6MSummed across loaded plans$1,623,064
Total reported assets$1.6M$1,623,064
Total reported participants14
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets
Net assets$1.6MLiabilities—
Contributions & income
Employer contributions$21.4K
Participant contributions$95.5K
Total income / additions$724.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$724.8K

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 West Lakeland, 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

West Lakeland market comparison

Largest plan share of assets100%Sawtooth Holdings, Inc. 401(K) Plan
Participants per plan7Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in West Lakeland

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

  1. 1
    Sawtooth Holdings, Inc. 401(K) Plan$1.6M
    Sawtooth Holdings, Inc. · 2023
  2. 2
    Nature Wave Wellness, Inc. Retirement Plan$0
    Nature Wave Wellness, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages