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Form 5500 · Retirement plan · CHASKA, MN

DEMMER INVESTMENTS III, INC

The filing calls this plan JONACO MACHINE DEFERRED SAVINGS AND PROFIT SHARING PLAN.

DEMMER INVESTMENTS III, INC of CHASKA, MN's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-3546895 · plan 001 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
169
Contracts on file
1
Contract value
$5,799,350
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EMPOWER ANNUITY INSURANCE COMPANY.

The contracts held $5,799,350 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC164December$5,799,350$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

What the plan holds

Plan assets at year end
$17,774,311
Paid out in benefits
$951,206
Participants at the start of the year
169
Participants with account balances
164

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 41-1489071
SMITH, SCHAFER & ASSOCIATES, LTD
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$14,335

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

More employer plans in Minnesota — largest plans, brokers, carriers and renewal months.