Perham, 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, Perham, MN has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $248,149,216 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $248,149,216
- Total reported liabilities (EOY)
- $16,513,118
- Total reported net assets (EOY)
- $231,636,098
Contributions & income
- Employer contributions
- $5,957,499
- Participant contributions
- $9,583,640
- Total income / additions
- $43,916,068
Expenses & distributions
- Benefits paid / distributions
- $23,760,956
- Total expenses
- $24,854,354
- Net increase / (decrease)
- $19,061,714
Coverage
- Total reported participants
- 5,119
- Plans with financial statements
- 6
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Perham, 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 |
|---|---|---|---|
| Arvig Employee Stock Ownership Plan | Arvig Enterprises, Inc. | $93,267,741 | 2023 |
| Arvig Enterprises, Inc. 401(K) Plan | Arvig Enterprises, Inc. | $78,621,828 | 2023 |
| K.L.N. Enterprises, Inc. 401(K) Salary Reduction Plan And Trust | K.L.N. Enterprises, Inc. | $52,306,160 | 2023 |
| Hammers Construction, Inc. Employee Stock Ownership Plan | Hammers Construction, Inc. | $9,339,141 | 2023 |
| Co-Op 401(K) Plan | Lakes Area Cooperative | $8,712,804 | 2023 |
| Kit Masters & Swan Machine 401(K) Profit Sharing Plan | Kit Masters, Inc. | $5,901,542 | 2023 |
| Arvig Enterprises, Inc. Cafeteria Plan | Arvig Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Swan Machine Inc Health And Welfare Plan | Swan Machine, Inc. | not reported in the loaded dataset | 2023 |
| Kln Enterprises Employee Benefit Plan | Kln Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Kln Enterprises, Inc Medical Reimbursement Plan | Kln Enterprises, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Perham → · Perham plans by participants → · Perham plans with financial data → · Perham plans with provider compensation → · $1B+ plans in Perham →
Related Form 5500 pages
- All MN Form 5500 filings
- Arvig Employee Stock Ownership Plan (plan 003)
- Arvig Enterprises, Inc. — all reported plans
- Arvig Enterprises, Inc. 401(K) Plan (plan 002)
- K.L.N. Enterprises, Inc. 401(K) Salary Reduction Plan And Trust (plan 001)
- K.L.N. Enterprises, Inc. — all reported plans
- Hammers Construction, Inc. Employee Stock Ownership Plan (plan 002)
- Hammers Construction, Inc. — all reported plans
- Co-Op 401(K) Plan (plan 001)
- Lakes Area Cooperative — all reported plans
- Kit Masters & Swan Machine 401(K) Profit Sharing Plan (plan 001)
- Kit Masters, Inc. — all reported plans
- Arvig Enterprises, Inc. Cafeteria Plan (plan 504)
- Swan Machine Inc Health And Welfare Plan (plan 501)
- Swan Machine, Inc. — all reported plans
- Kln Enterprises Employee Benefit Plan (plan 501)
- Kln Enterprises, Inc Medical Reimbursement Plan (plan 502)
- Methodology
- Data sources