South Central Human Relations Center 401(K) P/S Plan — Form 5500 plan (South Central Human Relations Center)
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, South Central Human Relations Center 401(K) P/S Plan is a benefit plan reported by South Central Human Relations Center under EIN 41-0873733 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $5,944,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South Central Human Relations Center
- EIN
- 41-0873733
- Plan number
- 001
- Plan type
- 2
- Location
- Owatonna, MN
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $5,944,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241011143051NAL0037201664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,944,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,944,220
- Net assets (BOY)
- $4,791,373
Income & contributions
- Employer contributions
- $144,716
- Participant contributions
- $417,612
- Total contributions
- $612,102
- Total income / additions
- $1,479,873
Expenses & distributions
- Benefits paid
- $320,942
- Administrative expenses
- $6,081
- Total expenses
- $327,026
- Net increase / (decrease)
- $1,152,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $6,081 | $0 | 2023 |