Safe-Harbor 403(B) Thrift Plan For Employees Of Knute Nelson — Form 5500 plan (Knute Nelson)

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, Safe-Harbor 403(B) Thrift Plan For Employees Of Knute Nelson is a benefit plan reported by Knute Nelson under EIN 41-1263433 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,041 participants and $17,237,467 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Knute Nelson
EIN
41-1263433
Plan number
001
Plan type
2
Location
Alexandria, MN
Latest filing year
2023
Participants
1,041
End-of-year plan assets
$17,237,467

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,041H, C20250328093834NAL0000560019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,237,467
Total liabilities (EOY)
$0
Net assets (EOY)
$17,237,467
Net assets (BOY)
$13,169,332

Income & contributions

Employer contributions
$859,901
Participant contributions
$1,395,267
Total contributions
$2,813,803
Total income / additions
$5,064,743

Expenses & distributions

Benefits paid
$992,982
Administrative expenses
$3,626
Total expenses
$996,608
Net increase / (decrease)
$4,068,135

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$3,559$02023

Related Form 5500 pages