2023 Form 5500 filing — Halvor Lines, Inc. Employees' 401(K) Profit Sharing 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 20240731052956NAL0012460259001) for Halvor Lines, Inc. Employees' 401(K) Profit Sharing Plan, reported by Halvor Lines, Inc. under EIN 41-0958036 and plan number 001. It reports 731 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731052956NAL0012460259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Halvor Lines, Inc.
- EIN
- 41-0958036
- Plan number
- 001
- Location
- Superior, WI
- Participants
- 731
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,788,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,788,366
- Employer contributions
- $967,619
- Participant contributions
- $2,292,907
- Total income / additions
- $5,754,791
- Benefits paid
- $1,174,583
- Administrative expenses
- $102,249
- Total expenses
- $1,314,318
- Net increase / (decrease)
- $4,440,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jmr Financial Group, Inc. | INVESTMENT/FINANCIAL ADVI | $42,195 | $0 |
| Adp, Inc. | RECORD KEEPER | $41,268 | $0 |
| Jmr Financial Group, Inc. | INVESTMENT/FINANCIAL ADVI | $18,785 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |