2023 Form 5500 filing — Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan And Trust
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 20241014093848NAL0044012080001) for Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan And Trust, reported by Hakanson Anderson Associates, Inc. under EIN 41-1356520 and plan number 002. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014093848NAL0044012080001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hakanson Anderson Associates, Inc.
- EIN
- 41-1356520
- Plan number
- 002
- Location
- Anoka, MN
- Participants
- 33
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,268,792
- Net assets (EOY)
- $2,268,792
- Employer contributions
- $263,109
- Total income / additions
- $203,065
- Benefits paid
- $112,503
- Total expenses
- $112,503
- Net increase / (decrease)
- $90,562
- Schedule source
- Schedule I