2023 Form 5500 filing — Franklin Heating Station Hourly Employees 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240705085727NAL0019151906001) for Franklin Heating Station Hourly Employees 401(K) Plan, reported by Mayo Clinic under EIN 41-0264830 and plan number 003. It reports 47 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240705085727NAL0019151906001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mayo Clinic
- EIN
- 41-0264830
- Plan number
- 003
- Location
- Rochester, MN
- Participants
- 47
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,016,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,016,576
- Employer contributions
- $167,077
- Participant contributions
- $361,893
- Total income / additions
- $2,214,667
- Benefits paid
- $1,659,929
- Administrative expenses
- -$772
- Total expenses
- $1,659,157
- Net increase / (decrease)
- $555,510
- Schedule source
- Schedule I