Gemini, Incorporated Profit Sharing Plan — Form 5500 plan (Gemini, Incorporated)
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, Gemini, Incorporated Profit Sharing Plan is a benefit plan reported by Gemini, Incorporated under EIN 41-0854683 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,025 participants and $101,327,929 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$101.3MPlan net assets, end of year$101,327,929
Participants1KCovered participants reported1,025
Assets / participant$98.9KComputed: assets ÷ participants$98,857 (computed)
Provider compensation$188.2K5 Schedule C provider row(s)$188,151
- Plan sponsor
- Gemini, Incorporated
- EIN
- 41-0854683
- Plan number
- 001
- Plan type
- 2
- Location
- Cannon Falls, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,025 | H, C | 20250516130807NAL0020330305001 |
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)$101.3M total assets
Net assets$101.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $101,327,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,327,929
- Net assets (BOY)
- $84,504,226
Income & contributions
- Employer contributions
- $2,070,214
- Participant contributions
- $4,372,009
- Total contributions
- $6,794,602
- Total income / additions
- $27,898,459
Expenses & distributions
- Benefits paid
- $10,885,699
- Administrative expenses
- $189,057
- Total expenses
- $11,074,756
- Net increase / (decrease)
- $16,823,703
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.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $142,351 | not reported in the loaded dataset | 2023 |
| Perceptive Edge Investment Mgmt Inc | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Clay Alveshere, Cpa | NONE | $9,300 | not reported in the loaded dataset | 2023 |
| Harrington Langer Associates | NONE | $6,500 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gemini, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Cannon Falls, MN
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Perceptive Edge Investment Mgmt Inc — Schedule C compensation
- Clay Alveshere, Cpa — Schedule C compensation
- Harrington Langer Associates — Schedule C compensation
- Matrix Trust Company — Schedule C compensation