Sje-Rhombus 401(K) Plan — Form 5500 plan (Sje-Rhombus)
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, Sje-Rhombus 401(K) Plan is a benefit plan reported by Sje-Rhombus under EIN 41-1297816 and plan number 003. The latest loaded filing year is 2023. The filing reports 634 participants and $53,723,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sje-Rhombus
- EIN
- 41-1297816
- Plan number
- 003
- Plan type
- 2
- Location
- Detroit Lakes, MN
- Latest filing year
- 2023
- Participants
- 634
- End-of-year plan assets
- $53,723,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 634 | H, C | 20250814111935NAL0009560593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,723,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,723,851
- Net assets (BOY)
- $44,711,028
Income & contributions
- Employer contributions
- $919,121
- Participant contributions
- $2,857,200
- Total contributions
- $6,161,187
- Total income / additions
- $17,283,105
Expenses & distributions
- Benefits paid
- $8,184,417
- Administrative expenses
- $85,865
- Total expenses
- $8,270,282
- Net increase / (decrease)
- $9,012,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $85,864 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |