2023 Form 5500 filing — Twin City Fan Retirement Savings 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 20241015162428NAL0015075699001) for Twin City Fan Retirement Savings Plan And Trust, reported by Twin City Fan Companies, Ltd. under EIN 41-1226410 and plan number 001. It reports 1,463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162428NAL0015075699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Twin City Fan Companies, Ltd.
- EIN
- 41-1226410
- Plan number
- 001
- Location
- Plymouth, MN
- Participants
- 1,463
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,831,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,831,834
- Employer contributions
- $1,478,736
- Participant contributions
- $4,324,924
- Total income / additions
- $16,095,579
- Benefits paid
- $7,181,785
- Administrative expenses
- $227,951
- Total expenses
- $7,426,938
- Net increase / (decrease)
- $8,668,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $99,362 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $87,424 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $41,165 | not reported in the loaded dataset |