How many benefit plans does Finlayson Bancshares, Inc. report on Form 5500?

Finlayson Bancshares, Inc. (EIN 41-1396929) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Finlayson Bancshares, Inc.?

The Employer Identification Number (EIN) reported for Finlayson Bancshares, Inc. is 41-1396929.

What is the latest Form 5500 filing year for Finlayson Bancshares, Inc.?

The latest loaded Form 5500 filing year for Finlayson Bancshares, Inc. is 2023.

Finlayson Bancshares, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Finlayson Bancshares, Inc. (EIN 41-1396929) is a plan sponsor located in Finlayson, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 41-1396929
Location: Finlayson, MN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $30,040,743
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $30,040,743

Contributions & income

Employer contributions: $412,347
Participant contributions: $751,956
Total income / additions: $3,517,770

Expenses & distributions

Benefits paid / distributions: $2,940,831
Total expenses: $2,985,247
Net increase / (decrease): $532,523

Coverage

Total reported participants: 426
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Finlayson Bancshares, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Finlayson Bancshares, Inc. Esop With 401k Provisions	001	250	$30,040,743	2023
Finlayson Bancshares, Inc Life Insurance Plan	501	176	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Finlayson Bancshares, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Finlayson Bancshares, Inc. Esop With 401k Provisions	250	H, C	20241011115415NAL0012445699001
2023	Finlayson Bancshares, Inc Life Insurance Plan	176	—	20241021103342NAL0001919840001