2023 Form 5500 filing — Halstead Contractors, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730090112NAL0020416513001) for Halstead Contractors, LLC 401(K) Plan, reported by Halstead Contractors, LLC under EIN 63-1215137 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,908,748
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240730090112NAL0020416513001
Plan sponsor
Halstead Contractors, LLC
EIN
63-1215137
Plan number
001
Location
Montgomery, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$435.2K
Total expenses$11.8K
Benefits paid / distributions$6.1K
Contributions
Employer$0
Participant$64.7K
Full reported line items
Total assets (EOY)
$1,908,748
Total liabilities (EOY)
$0
Net assets (EOY)
$1,908,748
Employer contributions
$0
Participant contributions
$64,657
Total income / additions
$435,198
Benefits paid
$6,089
Administrative expenses
$2,088
Total expenses
$11,786
Net increase / (decrease)
$423,412

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730090112NAL0020416513001 cover?
It is the 2023 Form 5500 filing for Halstead Contractors, LLC 401(K) Plan, reported by Halstead Contractors, LLC (EIN 63-1215137).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages