SERVE MINNESOTA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SERVE MINNESOTA
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF SERVE MINNESOTA 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-26 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-26 | 395644 |
| Net assets as of the end of the plan year | 2025-09-26 | 4576851 |
| Total assets as of the beginning of the plan year | 2025-09-26 | 3976764 |
| Value of plan covered by a fidelity bond | 2025-09-26 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-26 | 336136 |
| Other expenses paid from plan in this plan year | 2025-09-26 | 0 |
| Other contributions to plan in this plan year | 2025-09-26 | 0 |
| Other income to plan in this plan year | 2025-09-26 | 566556 |
| Plan net income in this plan year | 2025-09-26 | 600087 |
| Net assets as of the end of the plan year | 2025-09-26 | 4576851 |
| Net assets as of the beginning of the plan year | 2025-09-26 | 3976764 |
| Employer contributions to plan in this plan year | 2025-09-26 | 93039 |
| Fees paid to broker by Benefit Provider | 2025-09-26 | 1246 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-26 | 110 |
| 2024 : 403(B) THRIFT PLAN OF SERVE MINNESOTA 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-19 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-19 | 39573 |
| Net assets as of the end of the plan year | 2024-09-19 | 3976764 |
| Total assets as of the beginning of the plan year | 2024-09-19 | 2943084 |
| Value of plan covered by a fidelity bond | 2024-09-19 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-19 | 346510 |
| Other expenses paid from plan in this plan year | 2024-09-19 | 0 |
| Other contributions to plan in this plan year | 2024-09-19 | 121298 |
| Other income to plan in this plan year | 2024-09-19 | 513266 |
| Plan net income in this plan year | 2024-09-19 | 1033680 |
| Net assets as of the end of the plan year | 2024-09-19 | 3976764 |
| Net assets as of the beginning of the plan year | 2024-09-19 | 2943084 |
| Employer contributions to plan in this plan year | 2024-09-19 | 92179 |
| Fees paid to broker by Benefit Provider | 2024-09-19 | 1679 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-19 | 87 |
| 2022 : 403(B) THRIFT PLAN OF SERVE MINNESOTA 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-13 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-13 | 80 |
| Net assets as of the end of the plan year | 2022-04-13 | 3067837 |
| Total assets as of the beginning of the plan year | 2022-04-13 | 2345337 |
| Value of plan covered by a fidelity bond | 2022-04-13 | 200000 |
| Participant contributions to plan in this plan year | 2022-04-13 | 246696 |
| Other expenses paid from plan in this plan year | 2022-04-13 | 80 |
| Other contributions to plan in this plan year | 2022-04-13 | 0 |
| Other income to plan in this plan year | 2022-04-13 | 408724 |
| Plan net income in this plan year | 2022-04-13 | 722500 |
| Net assets as of the end of the plan year | 2022-04-13 | 3067837 |
| Net assets as of the beginning of the plan year | 2022-04-13 | 2345337 |
| Employer contributions to plan in this plan year | 2022-04-13 | 67160 |
| Fees paid to broker by Benefit Provider | 2022-04-13 | 578 |
