2023 Form 5500 filing — Minnesota Autism Center 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 20240920105632NAL0014329362001) for Minnesota Autism Center 401(K) Plan, reported by Autism Opportunities Foundation Dba Minnesota Autism Center under EIN 41-1847652 and plan number 001. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.5MReported net assets$5,515,426
Participants416
Provider compensation$44.4K4 Schedule C row(s)$44,360
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240920105632NAL0014329362001
- Plan sponsor
- Autism Opportunities Foundation Dba Minnesota Autism Center
- EIN
- 41-1847652
- Plan number
- 001
- Location
- Minnetonka, MN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,515,426
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,515,426
- Employer contributions
- $203,761
- Participant contributions
- $351,840
- Total income / additions
- $1,593,533
- Benefits paid
- $687,624
- Administrative expenses
- $43,393
- Total expenses
- $751,508
- Net increase / (decrease)
- $842,025
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,393 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $967 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |