2023 Form 5500 filing — Kelly Hart & Hallman Profit Sharing Plan And Trust
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 20240731094450NAL0033655648001) for Kelly Hart & Hallman Profit Sharing Plan And Trust, reported by Kelly Hart & Hallman Llp under EIN 20-3856550 and plan number 001. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731094450NAL0033655648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly Hart & Hallman Llp
- EIN
- 20-3856550
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $141,196,291
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,196,291
- Employer contributions
- $4,236,232
- Participant contributions
- $2,910,667
- Total income / additions
- $29,008,948
- Benefits paid
- $11,883,879
- Administrative expenses
- $0
- Total expenses
- $11,883,879
- Net increase / (decrease)
- $17,125,069
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Oper Co. | RECORDKEEPER | $0 | $0 |