2023 Form 5500 filing — St. Cloud Refrigeration Company Profit Sharing 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 20240917154113NAL0003154561001) for St. Cloud Refrigeration Company Profit Sharing 401(K) Plan, reported by St. Cloud Refrigeration Company under EIN 41-0802798 and plan number 002. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917154113NAL0003154561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Cloud Refrigeration Company
- EIN
- 41-0802798
- Plan number
- 002
- Location
- St. Cloud, MN
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,847,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,847,308
- Employer contributions
- $1,494,912
- Participant contributions
- $1,360,852
- Total income / additions
- $9,134,905
- Benefits paid
- $1,089,853
- Administrative expenses
- $158,482
- Total expenses
- $1,248,788
- Net increase / (decrease)
- $7,886,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $79,152 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $72,730 | not reported in the loaded dataset |
| Miller, Welle, Heiser & Co, Ltd | AUDITOR | $6,600 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |