2023 Form 5500 filing — Safe-Harbor 403(B) Thrift Plan For Employees Of Knute Nelson
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 20250328093834NAL0000560019001) for Safe-Harbor 403(B) Thrift Plan For Employees Of Knute Nelson, reported by Knute Nelson under EIN 41-1263433 and plan number 001. It reports 1,041 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250328093834NAL0000560019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Knute Nelson
- EIN
- 41-1263433
- Plan number
- 001
- Location
- Alexandria, MN
- Participants
- 1,041
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,237,467
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,237,467
- Employer contributions
- $859,901
- Participant contributions
- $1,395,267
- Total income / additions
- $5,064,743
- Benefits paid
- $992,982
- Administrative expenses
- $3,626
- Total expenses
- $996,608
- Net increase / (decrease)
- $4,068,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $3,559 | $0 |