Plan5500

Fredrikson & Byron Pa Profit Sharing Plan — Form 5500 plan (Fredrikson & Byron Pa)

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, Fredrikson & Byron Pa Profit Sharing Plan is a benefit plan reported by Fredrikson & Byron Pa under EIN 41-0971937 and plan number 002. The latest loaded filing year is 2023. The filing reports 931 participants and $446,155,963 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$446.2MPlan net assets, end of year$446,155,963
Participants931Covered participants reported
Assets / participant$479.2KComputed: assets ÷ participants$479,222 (computed)
Provider compensation$20.1K2 Schedule C provider row(s)$20,065
Plan sponsor
Fredrikson & Byron Pa
EIN
41-0971937
Plan number
002
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    931 participants · 2Sch HSch C
    View filing →
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)$446.2M total assets
Net assets$446.2MLiabilities$0
Money in vs. money out
Total income / additions$100.2M
Total expenses$27.3M
Benefits paid / distributions$27.2M
Contributions
Employer$10.7M
Participant$10.6M
Full reported line items

Net assets

Total assets (EOY)
$446,155,963
Total liabilities (EOY)
$0
Net assets (EOY)
$446,155,963
Net assets (BOY)
$373,179,228

Income & contributions

Employer contributions
$10,651,562
Participant contributions
$10,580,262
Total contributions
$23,592,505
Total income / additions
$100,245,950

Expenses & distributions

Benefits paid
$27,156,473
Administrative expenses
$111,705
Total expenses
$27,269,215
Net increase / (decrease)
$72,976,735
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.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Capfinancial Partners LLC$20.1K
    PLAN ADMINISTRATOR · Direct $20.1K
  2. 2
    Fidelity Invest Inst Oper Company$0
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Fredrikson & Byron Pa Profit Sharing Plan?
Fredrikson & Byron Pa Profit Sharing Plan is reported as sponsored by Fredrikson & Byron Pa (EIN 41-0971937, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Fredrikson & Byron Pa Profit Sharing Plan?
The latest Form 5500 filing year loaded for Fredrikson & Byron Pa Profit Sharing Plan is 2023.
How many participants does Fredrikson & Byron Pa Profit Sharing Plan report?
Fredrikson & Byron Pa Profit Sharing Plan reports 931 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Fredrikson & Byron Pa Profit Sharing Plan?
Fredrikson & Byron Pa Profit Sharing Plan reports $446,155,963 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages