Twin City Fan Retirement Savings Plan And Trust — Form 5500 plan (Twin City Fan Companies, Ltd.)

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, Twin City Fan Retirement Savings Plan And Trust is a benefit plan reported by Twin City Fan Companies, Ltd. under EIN 41-1226410 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,463 participants and $77,831,834 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Twin City Fan Companies, Ltd.
EIN
41-1226410
Plan number
001
Plan type
2
Location
Plymouth, MN
Latest filing year
2023
Participants
1,463
End-of-year plan assets
$77,831,834

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,463H, C20241015162428NAL0015075699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,831,834
Total liabilities (EOY)
$0
Net assets (EOY)
$77,831,834
Net assets (BOY)
$69,163,193

Income & contributions

Employer contributions
$1,478,736
Participant contributions
$4,324,924
Total contributions
$5,904,388
Total income / additions
$16,095,579

Expenses & distributions

Benefits paid
$7,181,785
Administrative expenses
$227,951
Total expenses
$7,426,938
Net increase / (decrease)
$8,668,641

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$99,362$02023
Sageview Advisory Group, LLCINVESTMENT MGMT$87,424not reported in the loaded dataset2023
Sageview Advisory Group, LLCINVESTMENT ADVISOR$41,165not reported in the loaded dataset2023

Related Form 5500 pages