2023 Form 5500 filing — Kalix 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 20250227105851NAL0002179553001) for Kalix Retirement Plan, reported by Minot Vocational Adjustment Workshop D/B/A Kalix under EIN 45-0313122 and plan number 001. It reports 392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227105851NAL0002179553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Minot Vocational Adjustment Workshop D/B/A Kalix
- EIN
- 45-0313122
- Plan number
- 001
- Location
- Minot, ND
- Participants
- 392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,198,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,198,390
- Employer contributions
- $1,299,683
- Participant contributions
- $447,425
- Total income / additions
- $4,606,939
- Benefits paid
- $2,110,877
- Administrative expenses
- $91,521
- Total expenses
- $2,202,398
- Net increase / (decrease)
- $2,404,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bravera Wealth | TRUSTEE/RECORDKEEPER | $91,521 | $0 |