Jt Borgen Manufacturing Inc. Retirement Plan — Form 5500 plan (Jt Borgen Manufacturing Inc. Dba Shotwell Company)
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, Jt Borgen Manufacturing Inc. Retirement Plan is a benefit plan reported by Jt Borgen Manufacturing Inc. Dba Shotwell Company under EIN 87-1768202 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,687,347 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Borgen Manufacturing Inc. Dba Shotwell Company
- EIN
- 87-1768202
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeville, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240823132830NAL0013465042001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,687,347
- Net assets (EOY)
- $1,687,347
- Net assets (BOY)
- $1,440,889
Income & contributions
- Employer contributions
- $23,702
- Participant contributions
- $104,952
- Total income / additions
- $246,458
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $246,458
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.