2023 Form 5500 filing — Widseth, Smith, Nolting & Associates Employee Profit Sharing 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 20250911112354NAL0000657696001) for Widseth, Smith, Nolting & Associates Employee Profit Sharing Plan, reported by Widseth Smith Nolting & Associates, Inc. under EIN 41-1243629 and plan number 001. It reports 296 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)$41.1MReported net assets$41,051,871
Participants296
Provider compensation$83.4K2 Schedule C row(s)$83,393
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250911112354NAL0000657696001
- Plan sponsor
- Widseth Smith Nolting & Associates, Inc.
- EIN
- 41-1243629
- Plan number
- 001
- Location
- Crookston, 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)$41.1M total assets
Net assets$41.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $41,051,871
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,051,871
- Employer contributions
- $900,000
- Participant contributions
- $2,098,463
- Total income / additions
- $10,831,908
- Benefits paid
- $5,057,817
- Administrative expenses
- $83,388
- Total expenses
- $5,141,317
- Net increase / (decrease)
- $5,690,591
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,940 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $28,441 | $12 |