Hallock, MN Form 5500 retirement and benefit plan filings

City Form 5500 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, Hallock, MN has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,236,685 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,236,685
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,236,685

Contributions & income

Employer contributions
$155,720
Participant contributions
$382,163
Total income / additions
$2,551,130

Expenses & distributions

Benefits paid / distributions
$897,620
Total expenses
$905,227
Net increase / (decrease)
$1,645,903

Coverage

Total reported participants
470
Plans with financial statements
4
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hallock, MN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Hallock, MN
PlanSponsorReported assets (EOY)Year
Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity PlanKittson Memorial Hospital Association$4,712,6302023
Kittson Memorial Hospital Association Dba Kittson Healthcare Employees Pension PlanKittson Memorial Hospital Association$4,002,6222023
Larry Younggren & Sons, Inc. 401(K) PlanLarry Younggren & Sons, Inc.$1,106,1602023
Larry Younggren & Sons, Inc. Employee'S Profit Sharing PlanLarry Younggren & Sons, Inc.$415,2732023

Related Form 5500 pages