Amherst H Wilder Foundation 401k — Form 5500 plan (Amherst H Wilder Foundation)
Plain-English plan 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, Amherst H Wilder Foundation 401k is a benefit plan reported by Amherst H Wilder Foundation under EIN 41-0693889 and plan number 002. The latest loaded filing year is 2023. The filing reports 670 participants and $41,829,420 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$41.8MPlan net assets, end of year$41,829,420
Participants670Covered participants reported
Assets / participant$62.4KComputed: assets ÷ participants$62,432 (computed)
Provider compensation$40.8K2 Schedule C provider row(s)$40,781
- Plan sponsor
- Amherst H Wilder Foundation
- EIN
- 41-0693889
- Plan number
- 002
- Plan type
- 2
- Location
- St Paul, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 670 | H, C | 20241014164531NAL0027891841001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$41.8M total assets
Net assets$41.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $41,829,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,829,420
- Net assets (BOY)
- $35,914,562
Income & contributions
- Employer contributions
- $842,668
- Participant contributions
- $2,077,341
- Total contributions
- $2,951,816
- Total income / additions
- $9,460,027
Expenses & distributions
- Benefits paid
- $3,504,388
- Administrative expenses
- $40,781
- Total expenses
- $3,545,169
- Net increase / (decrease)
- $5,914,858
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Minnesota Life Insurance Company | NONE | $10,781 | $0 | 2023 |