2023 Form 5500 filing — J. H. Larson Electrical Company 401(K) 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 20241014081253NAL0045279120001) for J. H. Larson Electrical Company 401(K) Retirement Plan, reported by J.H. Larson Electrical Company under EIN 41-0747453 and plan number 002. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19MReported net assets$19,021,443
Participants208
Provider compensation$48.6K2 Schedule C row(s)$48,569
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014081253NAL0045279120001
Plan sponsor
J.H. Larson Electrical Company
EIN
41-0747453
Plan number
002
Location
Plymouth, MN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19M total assets
Net assets$19MLiabilities$4.8K
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$214.1K
Participant$926K
Full reported line items
Total assets (EOY)
$19,026,276
Total liabilities (EOY)
$4,833
Net assets (EOY)
$19,021,443
Employer contributions
$214,118
Participant contributions
$926,032
Total income / additions
$4,101,861
Benefits paid
$1,588,523
Administrative expenses
$48,569
Total expenses
$1,637,092
Net increase / (decrease)
$2,464,769

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alerus Financial, N.A.NONE$30,182$0
Alerus Investment Advisors, Inc.NONE$18,387not reported in the loaded dataset

Related Form 5500 pages