2023 Form 5500 filing — Residential Services Of Ne Mn, Inc. 403b 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 20240930143616NAL0010354128001) for Residential Services Of Ne Mn, Inc. 403b Plan, reported by Residential Services Of Ne Mn, Inc under EIN 41-1296663 and plan number 001. It reports 477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930143616NAL0010354128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Residential Services Of Ne Mn, Inc
- EIN
- 41-1296663
- Plan number
- 001
- Location
- Duluth, MN
- Participants
- 477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,259,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,259,480
- Employer contributions
- $123,435
- Participant contributions
- $431,166
- Total income / additions
- $1,616,105
- Benefits paid
- $354,657
- Administrative expenses
- $9,746
- Total expenses
- $364,403
- Net increase / (decrease)
- $1,251,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc. | OTHER SERVICES | $0 | $13,995 |
| Superiorusa Corporation | CONTRACT ADMINISTRATOR | $3,573 | $2,841 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,548 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $625 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |