2023 Form 5500 filing — Halunen Law Office, Ltd 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 20240920083510NAL0014924114001) for Halunen Law Office, Ltd 401(K) Profit Sharing Plan, reported by Halunen, Ltd. Dba Halunen Law under EIN 20-0917296 and plan number 003. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,643,924
Participants30
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240920083510NAL0014924114001
Plan sponsor
Halunen, Ltd. Dba Halunen Law
EIN
20-0917296
Plan number
003
Location
Minneapolis, MN
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)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$457.3K
Total expenses$820.5K
Benefits paid / distributions$811.5K
Contributions
Employer$76.8K
Participant$49.6K
Full reported line items
Total assets (EOY)
$1,643,924
Total liabilities (EOY)
$0
Net assets (EOY)
$1,643,924
Employer contributions
$76,793
Participant contributions
$49,567
Total income / additions
$457,254
Benefits paid
$811,487
Administrative expenses
$8,977
Total expenses
$820,464
Net increase / (decrease)
-$363,210

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920083510NAL0014924114001 cover?
It is the 2023 Form 5500 filing for Halunen Law Office, Ltd 401(K) Profit Sharing Plan, reported by Halunen, Ltd. Dba Halunen Law (EIN 20-0917296).
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