Plan5500

Harrell & Hall Enterprises, 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, Harrell & Hall Enterprises, Inc. (EIN 63-0957363) is a plan sponsor located in Alabaster, AL with 2 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
63-0957363
Location
Alabaster, AL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Harrell & Hall Enterprises, Inc.

  • 2 loaded plans hold $3.3M in reported assets.
  • The largest, H & H 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 467 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.3MSummed across loaded plans$3,307,687
Total reported assets$3.3M$3,307,687
Total reported participants467
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.3M total assets
Net assets$3.3MLiabilities$0
Contributions & income
Employer contributions$85.4K
Participant contributions$502.1K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$287.7K
Total expenses$314.9K
Net increase / (decrease)$709.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%H & H 401(K) Plan
Participants per plan234Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    H & H 401(K) Plan$3.3M
    Plan #002 · 225 participants · 2023
  2. 2
    Harrell & Hall Enterprises, Inc. Health & Welfare Benefits Plannot reported in the loaded dataset
    Plan #504 · 242 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Harrell & Hall Enterprises, Inc.. Open one for its full reported snapshot.

  1. 2023
    Harrell & Hall Enterprises, Inc. Health & Welfare Benefits Plan242 participants · 2No schedules
    View filing →
  2. 2023
    H & H 401(K) Plan225 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Harrell & Hall Enterprises, Inc. report on Form 5500?
Harrell & Hall Enterprises, Inc. (EIN 63-0957363) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Harrell & Hall Enterprises, Inc.?
The Employer Identification Number (EIN) reported for Harrell & Hall Enterprises, Inc. is 63-0957363.
What is the latest Form 5500 filing year for Harrell & Hall Enterprises, Inc.?
The latest loaded Form 5500 filing year for Harrell & Hall Enterprises, Inc. is 2023.

Related Form 5500 pages