W.D. Larson Companies Ltd, Inc. 401k Retirement Plan — Form 5500 plan (W.D. Larson Companies Ltd, Inc.)
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, W.D. Larson Companies Ltd, Inc. 401k Retirement Plan is a benefit plan reported by W.D. Larson Companies Ltd, Inc. under EIN 41-1244294 and plan number 001. The latest loaded filing year is 2023. The filing reports 957 participants and $48,181,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W.D. Larson Companies Ltd, Inc.
- EIN
- 41-1244294
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis Park, MN
- Latest filing year
- 2023
- Participants
- 957
- End-of-year plan assets
- $48,181,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 957 | H, C | 20240920091845NAL0007580881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,181,420
- Net assets (EOY)
- $48,181,420
- Net assets (BOY)
- $40,790,575
Income & contributions
- Employer contributions
- $1,061,638
- Participant contributions
- $3,535,322
- Total contributions
- $4,609,442
- Total income / additions
- $11,396,111
Expenses & distributions
- Benefits paid
- $3,894,855
- Administrative expenses
- $110,411
- Total expenses
- $4,005,266
- Net increase / (decrease)
- $7,390,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $70,284 | $0 | 2023 |
| Resources Investment Advisors, Inc. | INVESTMENT ADVISORY | $40,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W.D. Larson Companies Ltd, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Louis Park, MN
- Transamerica Retirement Solutions — Schedule C compensation
- Resources Investment Advisors, Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation