Kalix Retirement Plan — Form 5500 plan (Minot Vocational Adjustment Workshop D/B/A Kalix)
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, Kalix Retirement Plan is a benefit plan reported by Minot Vocational Adjustment Workshop D/B/A Kalix under EIN 45-0313122 and plan number 001. The latest loaded filing year is 2023. The filing reports 392 participants and $22,198,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Minot Vocational Adjustment Workshop D/B/A Kalix
- EIN
- 45-0313122
- Plan number
- 001
- Plan type
- 2
- Location
- Minot, ND
- Latest filing year
- 2023
- Participants
- 392
- End-of-year plan assets
- $22,198,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 392 | H, C | 20250227105851NAL0002179553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,198,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,198,390
- Net assets (BOY)
- $19,793,849
Income & contributions
- Employer contributions
- $1,299,683
- Participant contributions
- $447,425
- Total contributions
- $1,888,490
- Total income / additions
- $4,606,939
Expenses & distributions
- Benefits paid
- $2,110,877
- Administrative expenses
- $91,521
- Total expenses
- $2,202,398
- Net increase / (decrease)
- $2,404,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bravera Wealth | TRUSTEE/RECORDKEEPER | $91,521 | $0 | 2023 |