2023 Form 5500 filing — Musselman And Hall Employee Stock Ownership 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 20241002131734NAL0015053680001) for Musselman And Hall Employee Stock Ownership Plan, reported by Musselman And Hall, Inc. under EIN 83-0990997 and plan number 002. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.5MReported net assets$11,545,235
Participants80
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002131734NAL0015053680001
Plan sponsor
Musselman And Hall, Inc.
EIN
83-0990997
Plan number
002
Location
Overland Park, KS
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)$11.8M total assets
Net assets$11.5MLiabilities$230.8K
Money in vs. money out
Total income / additions$3.9M
Total expenses$13.5K
Benefits paid / distributions$6.3K
Contributions
Employer$17.3K
Participant$0
Full reported line items
Total assets (EOY)
$11,776,001
Total liabilities (EOY)
$230,766
Net assets (EOY)
$11,545,235
Employer contributions
$17,347
Participant contributions
$0
Total income / additions
$3,853,749
Benefits paid
$6,349
Administrative expenses
$0
Total expenses
$13,505
Net increase / (decrease)
$3,840,244

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002131734NAL0015053680001 cover?
It is the 2023 Form 5500 filing for Musselman And Hall Employee Stock Ownership Plan, reported by Musselman And Hall, Inc. (EIN 83-0990997).
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