Mahube Community Council, Inc. Retirement Savings Plan — Form 5500 plan (Mahube-Otwa Community Action Partnership, 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, Mahube Community Council, Inc. Retirement Savings Plan is a benefit plan reported by Mahube-Otwa Community Action Partnership, Inc. under EIN 41-6049474 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $10,995,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mahube-Otwa Community Action Partnership, Inc.
- EIN
- 41-6049474
- Plan number
- 001
- Plan type
- 2
- Location
- Detroit Lakes, MN
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $10,995,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241219155046NAL0002882787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,995,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,995,535
- Net assets (BOY)
- $9,906,127
Income & contributions
- Employer contributions
- $305,398
- Participant contributions
- $445,648
- Total contributions
- $1,058,710
- Total income / additions
- $2,364,882
Expenses & distributions
- Benefits paid
- $1,255,729
- Administrative expenses
- $19,745
- Total expenses
- $1,275,474
- Net increase / (decrease)
- $1,089,408
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $18,472 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,250 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mahube-Otwa Community Action Partnership, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Detroit Lakes, MN
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation