Ear, Nose & Throat Specialtycare Of Minnesota P.A. Section 401(K) Plan And Trust — Form 5500 plan (Ear, Nose & Throat Specialtycare Of Minnesota, P.A.)
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, Ear, Nose & Throat Specialtycare Of Minnesota P.A. Section 401(K) Plan And Trust is a benefit plan reported by Ear, Nose & Throat Specialtycare Of Minnesota, P.A. under EIN 41-0951475 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $45,333,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ear, Nose & Throat Specialtycare Of Minnesota, P.A.
- EIN
- 41-0951475
- Plan number
- 001
- Plan type
- 2
- Location
- St Louis Park, MN
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $45,333,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20241015160325NAL0016828627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,333,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,333,170
- Net assets (BOY)
- $40,670,990
Income & contributions
- Employer contributions
- $1,025,662
- Participant contributions
- $819,197
- Total contributions
- $1,877,558
- Total income / additions
- $8,373,805
Expenses & distributions
- Benefits paid
- $3,677,115
- Administrative expenses
- $34,510
- Total expenses
- $3,711,625
- Net increase / (decrease)
- $4,662,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carlson Capital Management LLC | INV ADV, PARTICIPANTS | $22,334 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,167 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ear, Nose & Throat Specialtycare Of Minnesota, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St Louis Park, MN
- Carlson Capital Management LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation