2023 Form 5500 filing — Haldeman Homme 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 20250815090005NAL0012620480001) for Haldeman Homme Employee Stock Ownership Plan And Trust, reported by Haldeman Homme Holdings, Inc. under EIN 41-0733913 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815090005NAL0012620480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haldeman Homme Holdings, Inc.
- EIN
- 41-0733913
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,431,224
- Total liabilities (EOY)
- $7,527,310
- Net assets (EOY)
- $66,903,914
- Employer contributions
- $4,185,339
- Total income / additions
- $9,726,871
- Benefits paid
- $7,151,556
- Administrative expenses
- $8,015
- Total expenses
- $7,242,066
- Net increase / (decrease)
- $2,484,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boulay Pllp | INVESTMENT ADVISOR | $8,000 | not reported in the loaded dataset |