2023 Form 5500 filing — Maslon Retirement And 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 20241003162507NAL0010169025002) for Maslon Retirement And Savings Plan, reported by Maslon, Llp under EIN 41-0648239 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003162507NAL0010169025002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maslon, Llp
- EIN
- 41-0648239
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,324,028
- Net assets (EOY)
- $84,324,028
- Employer contributions
- $1,898,469
- Participant contributions
- $1,332,953
- Total income / additions
- $15,761,336
- Benefits paid
- $12,102,189
- Administrative expenses
- $63,602
- Total expenses
- $12,165,791
- Net increase / (decrease)
- $3,595,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $35,616 | not reported in the loaded dataset |
| Advanced Capital Group | NONE | $27,986 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $774 | $0 |