Hmn Financial, Inc. Employee Stock Ownership Plan — Form 5500 plan (Hmn Financial, Inc.)

Plain-English plan 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, Hmn Financial, Inc. Employee Stock Ownership Plan is a benefit plan reported by Hmn Financial, Inc. under EIN 41-1777397 and plan number 003. The latest loaded filing year is 2023. The filing reports 213 participants and $11,086,437 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hmn Financial, Inc.
EIN
41-1777397
Plan number
003
Plan type
2
Location
Rochester, MN
Latest filing year
2023
Participants
213
End-of-year plan assets
$11,086,437

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241008105412NAL0016481089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,086,437
Total liabilities (EOY)
$1,985,469
Net assets (EOY)
$9,100,968
Net assets (BOY)
$8,217,207

Income & contributions

Employer contributions
$485,121
Total contributions
$485,121
Total income / additions
$1,389,821

Expenses & distributions

Benefits paid
$337,537
Administrative expenses
$0
Total expenses
$506,060
Net increase / (decrease)
$883,761

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages