2023 Form 5500 filing — Larson Engineering Retirement 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 20241004071827NAL0005477475001) for Larson Engineering Retirement Plan, reported by Larson Engineering, Inc. under EIN 41-1396375 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004071827NAL0005477475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Larson Engineering, Inc.
- EIN
- 41-1396375
- Plan number
- 001
- Location
- White Bear Lake, MN
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,488,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,488,258
- Employer contributions
- $357,130
- Participant contributions
- $1,677,902
- Total income / additions
- $7,510,213
- Benefits paid
- $3,711,367
- Administrative expenses
- $76,728
- Total expenses
- $3,765,075
- Net increase / (decrease)
- $3,745,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,727 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $9,126 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |