2023 Form 5500 filing — Hall'S Retirement 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 20241003094105NAL0017446256001) for Hall'S Retirement Plan, reported by Wichita Water Conditioning, Inc. under EIN 48-1159914 and plan number 001. It reports 1,241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$29.5MReported net assets$29,532,104
Participants1.2K1,241
Provider compensation$168.3K3 Schedule C row(s)$168,329
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003094105NAL0017446256001
- Plan sponsor
- Wichita Water Conditioning, Inc.
- EIN
- 48-1159914
- Plan number
- 001
- Location
- Wichita, KS
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$29.6M total assets
Net assets$29.5MLiabilities$47.2K
Full reported line items
- Total assets (EOY)
- $29,579,303
- Total liabilities (EOY)
- $47,199
- Net assets (EOY)
- $29,532,104
- Employer contributions
- $1,008,334
- Participant contributions
- $2,924,090
- Total income / additions
- $8,174,978
- Benefits paid
- $2,831,662
- Administrative expenses
- $168,329
- Total expenses
- $3,068,473
- Net increase / (decrease)
- $5,106,505
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $89,853 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $57,657 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,819 | not reported in the loaded dataset |