Minnesota Autism Center 401(K) Plan — Form 5500 plan (Autism Opportunities Foundation Dba Minnesota Autism Center)
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, Minnesota Autism Center 401(K) Plan is a benefit plan reported by Autism Opportunities Foundation Dba Minnesota Autism Center under EIN 41-1847652 and plan number 001. The latest loaded filing year is 2023. The filing reports 416 participants and $5,515,426 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.5MPlan net assets, end of year$5,515,426
Participants416Covered participants reported
Assets / participant$13.3KComputed: assets ÷ participants$13,258 (computed)
Provider compensation$44.4K4 Schedule C provider row(s)$44,360
- Plan sponsor
- Autism Opportunities Foundation Dba Minnesota Autism Center
- EIN
- 41-1847652
- Plan number
- 001
- Plan type
- 2
- Location
- Minnetonka, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 416 | H, C | 20240920105632NAL0014329362001 |
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)$5.5M total assets
Net assets$5.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,515,426
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,515,426
- Net assets (BOY)
- $4,673,401
Income & contributions
- Employer contributions
- $203,761
- Participant contributions
- $351,840
- Total contributions
- $708,503
- Total income / additions
- $1,593,533
Expenses & distributions
- Benefits paid
- $687,624
- Administrative expenses
- $43,393
- Total expenses
- $751,508
- Net increase / (decrease)
- $842,025
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.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,393 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $967 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Autism Opportunities Foundation Dba Minnesota Autism Center
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minnetonka, MN
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation