Mid-Minnesota Legal Assistance 403(B) Retirement Plan — Form 5500 plan (Mid-Minnesota Legal Assistance)
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, Mid-Minnesota Legal Assistance 403(B) Retirement Plan is a benefit plan reported by Mid-Minnesota Legal Assistance under EIN 41-1412710 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $18,075,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-Minnesota Legal Assistance
- EIN
- 41-1412710
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $18,075,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241014150527NAL0027654193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,075,967
- Total liabilities (EOY)
- $115,698
- Net assets (EOY)
- $17,960,269
- Net assets (BOY)
- $16,360,749
Income & contributions
- Employer contributions
- $379,819
- Participant contributions
- $1,023,556
- Total contributions
- $1,403,635
- Total income / additions
- $3,941,618
Expenses & distributions
- Benefits paid
- $2,265,342
- Administrative expenses
- $76,756
- Total expenses
- $2,342,098
- Net increase / (decrease)
- $1,599,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Efs Advisors | ADVISOR | $48,804 | not reported in the loaded dataset | 2023 |
| Penserv Plan Services, Inc. | RECORDKEEPER | $16,592 | not reported in the loaded dataset | 2023 |
| Mg Trust Company LLC | CUSTODIAN | $11,282 | not reported in the loaded dataset | 2023 |