Plan5500

Schwegman Lundberg & Woessner, P.A. 401(K) Retirement Plan — Form 5500 plan (Schwegman Lundberg & Woessner, P.A.)

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, Schwegman Lundberg & Woessner, P.A. 401(K) Retirement Plan is a benefit plan reported by Schwegman Lundberg & Woessner, P.A. under EIN 41-1765559 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $108,551,087 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$108.6MPlan net assets, end of year$108,551,087
Participants343Covered participants reported
Assets / participant$316.5KComputed: assets ÷ participants$316,475 (computed)
Provider compensation$71.5K1 Schedule C provider row(s)$71,533
Plan sponsor
Schwegman Lundberg & Woessner, P.A.
EIN
41-1765559
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    343 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$108.6M total assets
Net assets$108.6MLiabilities$0
Money in vs. money out
Total income / additions$23.8M
Total expenses$5.7M
Benefits paid / distributions$5.6M
Contributions
Employer$3.3M
Participant$3.2M
Full reported line items

Net assets

Total assets (EOY)
$108,551,087
Total liabilities (EOY)
$0
Net assets (EOY)
$108,551,087
Net assets (BOY)
$90,442,540

Income & contributions

Employer contributions
$3,315,972
Participant contributions
$3,162,561
Total contributions
$6,501,675
Total income / additions
$23,773,680

Expenses & distributions

Benefits paid
$5,593,247
Administrative expenses
$71,886
Total expenses
$5,665,133
Net increase / (decrease)
$18,108,547
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 51%Participant 49%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$71.5K
    CONTRACT ADMINISTRATOR · Direct $71.5K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Schwegman Lundberg & Woessner, P.A. 401(K) Retirement Plan?
Schwegman Lundberg & Woessner, P.A. 401(K) Retirement Plan is reported as sponsored by Schwegman Lundberg & Woessner, P.A. (EIN 41-1765559, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Schwegman Lundberg & Woessner, P.A. 401(K) Retirement Plan?
The latest Form 5500 filing year loaded for Schwegman Lundberg & Woessner, P.A. 401(K) Retirement Plan is 2023.
How many participants does Schwegman Lundberg & Woessner, P.A. 401(K) Retirement Plan report?
Schwegman Lundberg & Woessner, P.A. 401(K) Retirement Plan reports 343 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Schwegman Lundberg & Woessner, P.A. 401(K) Retirement Plan?
Schwegman Lundberg & Woessner, P.A. 401(K) Retirement Plan reports $108,551,087 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages