Hugo, 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, Hugo, MN has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $26,966,808 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $26,966,808
- Total reported liabilities (EOY)
- $48,195
- Total reported net assets (EOY)
- $26,918,613
Contributions & income
- Employer contributions
- $490,548
- Participant contributions
- $1,643,520
- Total income / additions
- $6,179,339
Expenses & distributions
- Benefits paid / distributions
- $1,221,708
- Total expenses
- $1,305,840
- Net increase / (decrease)
- $4,873,499
Coverage
- Total reported participants
- 571
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hugo, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Jl Schwieters Construction 401(K) Profit Sharing Plan | Jl Schwieters Construction, Inc. | $17,262,837 | 2023 |
| Schwieters Companies, Inc. 401(K) Plan | Schwieters Companies, Inc. | $9,467,971 | 2023 |
| Alf, Corp. Retirement Plan | Alf, Corp. | $236,000 | 2023 |
Largest plans in Hugo → · Hugo plans by participants → · Hugo plans with financial data → · Hugo plans with provider compensation → · $1B+ plans in Hugo →
Related Form 5500 pages
- All MN Form 5500 filings
- Jl Schwieters Construction 401(K) Profit Sharing Plan (plan 001)
- Jl Schwieters Construction, Inc. — all reported plans
- Schwieters Companies, Inc. 401(K) Plan (plan 001)
- Schwieters Companies, Inc. — all reported plans
- Alf, Corp. Retirement Plan (plan 001)
- Alf, Corp. — all reported plans
- Methodology
- Data sources