Halo Branded Solutions 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, Halo Branded Solutions Inc. (EIN 03-0509520) is a plan sponsor located in Sterling, IL 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
03-0509520
Location
Sterling, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$114,933,662
Total reported liabilities (EOY)
$43,712
Total reported net assets (EOY)
$114,889,950

Contributions & income

Employer contributions
$795,461
Participant contributions
$10,434,474
Total income / additions
$28,918,510

Expenses & distributions

Benefits paid / distributions
$9,200,456
Total expenses
$9,470,055
Net increase / (decrease)
$19,448,455

Coverage

Total reported participants
3,986
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

Halo Branded Solutions Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Halo Branded Solutions, Inc. 401(K) Savings Plan0012,481$114,933,6622023
Halo Branded Solutions Inc. Welfare Benefit Plan5011,505not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Halo Branded Solutions Inc.
YearPlanParticipantsSchedulesFiling
2023Halo Branded Solutions, Inc. 401(K) Savings Plan2,481H, C20240912094446NAL0009930913001
2023Halo Branded Solutions Inc. Welfare Benefit Plan1,50520250311154736NAL0028245056001

Related Form 5500 pages