2023 Form 5500 filing — Hmn Financial, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008105412NAL0016481089001) for Hmn Financial, Inc. Employee Stock Ownership Plan, reported by Hmn Financial, Inc. under EIN 41-1777397 and plan number 003. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008105412NAL0016481089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hmn Financial, Inc.
- EIN
- 41-1777397
- Plan number
- 003
- Location
- Rochester, MN
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,086,437
- Total liabilities (EOY)
- $1,985,469
- Net assets (EOY)
- $9,100,968
- Employer contributions
- $485,121
- Total income / additions
- $1,389,821
- Benefits paid
- $337,537
- Administrative expenses
- $0
- Total expenses
- $506,060
- Net increase / (decrease)
- $883,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | NONE | $0 | $0 |