Impact Of Minnesota, Inc. 401(K) Plan — Form 5500 plan (Impact Of Minnesota, 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, Impact Of Minnesota, Inc. 401(K) Plan is a benefit plan reported by Impact Of Minnesota, Inc. under EIN 84-3515362 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $20,870,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Impact Of Minnesota, Inc.
- EIN
- 84-3515362
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $20,870,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20240918112138NAL0009379474001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,870,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,870,359
- Net assets (BOY)
- $16,456,099
Income & contributions
- Employer contributions
- $611,643
- Participant contributions
- $1,387,155
- Total contributions
- $2,088,648
- Total income / additions
- $4,853,199
Expenses & distributions
- Benefits paid
- $380,990
- Administrative expenses
- $57,949
- Total expenses
- $438,939
- Net increase / (decrease)
- $4,414,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $37,686 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,470 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,416 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | NONE | $20 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | NONE | $0 | $0 | 2023 |
| Lincoln Financial Advisors Corp | OTHER | -$2,643 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Impact Of Minnesota, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation
- Lincoln Financial Advisors Corp — Schedule C compensation