2023 Form 5500 filing — Giertsen Companies Employee Savings 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 20240926140338NAL0000428323001) for Giertsen Companies Employee Savings Plan, reported by Giertsen Company under EIN 41-1803035 and plan number 001. It reports 84 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,405,398
Participants84
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240926140338NAL0000428323001
Plan sponsor
Giertsen Company
EIN
41-1803035
Plan number
001
Location
Golden Valley, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$48.9K
Participant$416.6K
Full reported line items
Total assets (EOY)
$8,405,398
Total liabilities (EOY)
$0
Net assets (EOY)
$8,405,398
Employer contributions
$48,867
Participant contributions
$416,638
Total income / additions
$1,907,294
Benefits paid
$1,176,110
Administrative expenses
$35,602
Total expenses
$1,212,093
Net increase / (decrease)
$695,201

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926140338NAL0000428323001 cover?
It is the 2023 Form 5500 filing for Giertsen Companies Employee Savings Plan, reported by Giertsen Company (EIN 41-1803035).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages