S.J. Louis Construction, Inc. Retirement Savings Plan — Form 5500 plan (S. J. Louis Construction, 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, S.J. Louis Construction, Inc. Retirement Savings Plan is a benefit plan reported by S. J. Louis Construction, Inc under EIN 41-1440589 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $12,776,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S. J. Louis Construction, Inc
- EIN
- 41-1440589
- Plan number
- 001
- Plan type
- 2
- Location
- Cold Spring, MN
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $12,776,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H, C | 20241015102551NAL0016140835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,776,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,776,072
- Net assets (BOY)
- $13,178,983
Income & contributions
- Employer contributions
- $1,003,522
- Participant contributions
- $705,412
- Total contributions
- $1,953,850
- Total income / additions
- $3,779,123
Expenses & distributions
- Benefits paid
- $4,136,621
- Administrative expenses
- $45,413
- Total expenses
- $4,182,034
- Net increase / (decrease)
- -$402,911
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,822 | $0 | 2023 |
| Kdv Wealth Management, LLC | INVESTMENT ADVISOR | $16,932 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,271 | $0 | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $5,123 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $365 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for S. J. Louis Construction, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Cold Spring, MN
- Principal Life Insurance Company — Schedule C compensation
- Kdv Wealth Management, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation