2023 Form 5500 filing — Minnesota Orchestral Association Defined Contribution 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 20241011105857NAL0038502048001) for Minnesota Orchestral Association Defined Contribution Retirement Plan, reported by Minnesota Orchestral Association under EIN 41-0693875 and plan number 003. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011105857NAL0038502048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Minnesota Orchestral Association
- EIN
- 41-0693875
- Plan number
- 003
- Location
- Minneapolis, MN
- Participants
- 412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,533,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,533,226
- Employer contributions
- $295,451
- Participant contributions
- $554,153
- Total income / additions
- $2,576,122
- Benefits paid
- $206,907
- Administrative expenses
- $23,365
- Total expenses
- $230,272
- Net increase / (decrease)
- $2,345,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Retirement Plan Servi | NONE | $17,865 | $0 |
| Williams Group | NONE | $5,500 | not reported in the loaded dataset |