2023 Form 5500 filing — Haldeman-Homme 401(K) 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 20250815090315NAL0012626448001) for Haldeman-Homme 401(K) Plan, reported by Haldeman-Homme Holdings, Inc. under EIN 84-3006919 and plan number 002. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,575,773
Participants316
Provider compensation$19.1K3 Schedule C row(s)$19,077
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250815090315NAL0012626448001
Plan sponsor
Haldeman-Homme Holdings, Inc.
EIN
84-3006919
Plan number
002
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$43.2K
Benefits paid / distributions$24.1K
Contributions
EmployerNot reported
Participant$1.3M
Full reported line items
Total assets (EOY)
$2,575,773
Total liabilities (EOY)
$0
Net assets (EOY)
$2,575,773
Participant contributions
$1,336,563
Total income / additions
$2,206,086
Benefits paid
$24,143
Administrative expenses
$19,027
Total expenses
$43,170
Net increase / (decrease)
$2,162,916
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $10.9K
  2. 2
    INVESTMENT ADVISER · Direct $8.1K
  3. 3
    RECORDKEEPER · Direct $50

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250815090315NAL0012626448001 cover?
It is the 2023 Form 5500 filing for Haldeman-Homme 401(K) Plan, reported by Haldeman-Homme Holdings, Inc. (EIN 84-3006919).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages