Greater Minnesota Family Services 403(B) Plan — Form 5500 plan (Greater Minnesota Family Services)
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, Greater Minnesota Family Services 403(B) Plan is a benefit plan reported by Greater Minnesota Family Services under EIN 41-1851475 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $6,434,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greater Minnesota Family Services
- EIN
- 41-1851475
- Plan number
- 001
- Plan type
- 2
- Location
- Willmar, MN
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $6,434,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240716141301NAL0005348192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,434,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,434,539
- Net assets (BOY)
- $5,368,774
Income & contributions
- Employer contributions
- $180,813
- Participant contributions
- $335,562
- Total contributions
- $584,343
- Total income / additions
- $1,520,103
Expenses & distributions
- Benefits paid
- $436,565
- Administrative expenses
- $17,773
- Total expenses
- $454,338
- Net increase / (decrease)
- $1,065,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dimensional Fund Advisors | NONE | $0 | $0 | 2023 |