Plan5500

Hall Capital, LLC — 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, Hall Capital, LLC (EIN 76-0077620) is a plan sponsor located in Oklahoma City, OK with 6 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
76-0077620
Location
Oklahoma City, OK
Loaded plans
6
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 Hall Capital, LLC

  • 6 loaded plans hold $24.2M in reported assets.
  • The largest, The Fred Jones Group Savings And Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 883 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.2MSummed across loaded plans$24,171,036
Total reported assets$24.2M$24,171,036
Total reported participants883
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.2M total assets
Net assets$24.2MLiabilities$0
Contributions & income
Employer contributions$372.5K
Participant contributions$1.1M
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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%The Fred Jones Group Savings And Profit Sharing Plan
Participants per plan147Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    The Fred Jones Group Savings And Profit Sharing Plan$24.2M
    Plan #001 · 199 participants · 2023
  2. 2
    The Fred Jones Group Life Insurance Plannot reported in the loaded dataset
    Plan #506 · 206 participants · 2023
  3. 3
    The Fred Jones Grop Long Term Disability Plannot reported in the loaded dataset
    Plan #504 · 137 participants · 2023
  4. 4
    The Fred Jones Group Employee Assistance Programnot reported in the loaded dataset
    Plan #515 · 137 participants · 2023
  5. 5
    The Fred Jones Group Health & Disability Plannot reported in the loaded dataset
    Plan #508 · 108 participants · 2023
  6. 6
    The Fred Jones Group Dental Plannot reported in the loaded dataset
    Plan #509 · 96 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 Hall Capital, LLC. Open one for its full reported snapshot.

  1. 2023
    The Fred Jones Group Savings And Profit Sharing Plan199 participants · 3Sch HSch C
    View filing →
  2. 2023
    The Fred Jones Grop Long Term Disability Plan137 participants · 3No schedules
    View filing →
  3. 2023
    The Fred Jones Group Dental Plan96 participants · 3No schedules
    View filing →
  4. 2023
    The Fred Jones Group Life Insurance Plan206 participants · 3No schedules
    View filing →
  5. 2023
    The Fred Jones Group Health & Disability Plan108 participants · 3No schedules
    View filing →
  6. 2023
    The Fred Jones Group Employee Assistance Program137 participants · 3No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hall Capital, LLC report on Form 5500?
Hall Capital, LLC (EIN 76-0077620) reports 6 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hall Capital, LLC?
The Employer Identification Number (EIN) reported for Hall Capital, LLC is 76-0077620.
What is the latest Form 5500 filing year for Hall Capital, LLC?
The latest loaded Form 5500 filing year for Hall Capital, LLC is 2023.

Related Form 5500 pages