Lake Elmo, 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, Lake Elmo, MN has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $25,184,828 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $25,184,828
- Total reported liabilities (EOY)
- $2,025
- Total reported net assets (EOY)
- $25,182,803
Contributions & income
- Employer contributions
- $366,069
- Participant contributions
- $612,951
- Total income / additions
- $4,062,268
Expenses & distributions
- Benefits paid / distributions
- $3,777,219
- Total expenses
- $3,820,287
- Net increase / (decrease)
- $241,981
Coverage
- Total reported participants
- 239
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Elmo, 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 |
|---|---|---|---|
| Lake Elmo Bank 401(K) Plan | Lake Elmo Bank | $13,682,069 | 2023 |
| Lake Elmo Bank Employee Stock Ownership Plan | Lake Elmo Bank | $9,879,335 | 2023 |
| Emerson Management Company Esop | Emerson Management Company | $1,564,135 | 2023 |
| 45 Limited Inc. Retirement Plan | 45 Limited Inc. | $58,037 | 2023 |
| Offlemits Inc. Retirement Plan | Offlemits Inc. | $1,252 | 2023 |
| Swedehill Lifecare, LLC. Health And Welfare Plan | Swedehill Lifecare, LLC. | $0 | 2023 |
Largest plans in Lake Elmo → · Lake Elmo plans by participants → · Lake Elmo plans with financial data → · Lake Elmo plans with provider compensation → · $1B+ plans in Lake Elmo →
Related Form 5500 pages
- All MN Form 5500 filings
- Lake Elmo Bank 401(K) Plan (plan 002)
- Lake Elmo Bank — all reported plans
- Lake Elmo Bank Employee Stock Ownership Plan (plan 003)
- Emerson Management Company Esop (plan 001)
- Emerson Management Company — all reported plans
- 45 Limited Inc. Retirement Plan (plan 001)
- 45 Limited Inc. — all reported plans
- Offlemits Inc. Retirement Plan (plan 001)
- Offlemits Inc. — all reported plans
- Swedehill Lifecare, LLC. Health And Welfare Plan (plan 501)
- Swedehill Lifecare, LLC. — all reported plans
- Methodology
- Data sources