Michaud, Cooley, Erickson Profit Sharing Plan And Trust — Form 5500 plan (Michaud, Cooley, Erickson & Associates, LLC)

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, Michaud, Cooley, Erickson Profit Sharing Plan And Trust is a benefit plan reported by Michaud, Cooley, Erickson & Associates, LLC under EIN 41-0832180 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $29,380,923 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Michaud, Cooley, Erickson & Associates, LLC
EIN
41-0832180
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
181
End-of-year plan assets
$29,380,923

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20240731151256NAL0036955984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,380,923
Total liabilities (EOY)
$0
Net assets (EOY)
$29,380,923
Net assets (BOY)
$24,953,589

Income & contributions

Employer contributions
$553,260
Participant contributions
$1,388,335
Total contributions
$1,949,642
Total income / additions
$7,010,255

Expenses & distributions

Benefits paid
$2,579,812
Administrative expenses
$3,109
Total expenses
$2,582,921
Net increase / (decrease)
$4,427,334

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota LifeNONE$3,109$02023

Related Form 5500 pages