Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Hakanson Anderson Associates, Inc.)
Plain-English plan 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, Hakanson Anderson Associates, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Hakanson Anderson Associates, Inc. under EIN 41-1356520 and plan number 002. The latest loaded filing year is 2023. The filing reports 33 participants and $2,268,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hakanson Anderson Associates, Inc.
- EIN
- 41-1356520
- Plan number
- 002
- Plan type
- 2
- Location
- Anoka, MN
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $2,268,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20241014093848NAL0044012080001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,268,792
- Net assets (EOY)
- $2,268,792
- Net assets (BOY)
- $2,178,230
Income & contributions
- Employer contributions
- $263,109
- Total income / additions
- $203,065
Expenses & distributions
- Benefits paid
- $112,503
- Total expenses
- $112,503
- Net increase / (decrease)
- $90,562
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.