2023 Form 5500 filing — Twin Cities Spine Center 401(K) Profit Sharing Plan And Trust
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 20241007124834NAL0016071969001) for Twin Cities Spine Center 401(K) Profit Sharing Plan And Trust, reported by Twin Cities Spine Center under EIN 41-0990689 and plan number 002. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124834NAL0016071969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Twin Cities Spine Center
- EIN
- 41-0990689
- Plan number
- 002
- Location
- Minneapolis, MN
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,943,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,943,555
- Employer contributions
- $927,500
- Participant contributions
- $960,080
- Total income / additions
- $7,059,546
- Benefits paid
- $4,084,884
- Administrative expenses
- $33,025
- Total expenses
- $4,117,909
- Net increase / (decrease)
- $2,941,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Christensen Group Financial | ADVISOR | $20,000 | not reported in the loaded dataset |
| Accredited Investors | CONTRACT ADMIN | $12,235 | not reported in the loaded dataset |
| Goldleaf Partners | CONTRACT ADMIN | $815 | not reported in the loaded dataset |
| Kestra Advisory Services | FINANCIAL ADVISOR | $0 | not reported in the loaded dataset |
| Td Ameritrade, Inc. | RECORDKEEPER | $0 | not reported in the loaded dataset |