2023 Form 5500 filing — Hallmark Building Supplies, Inc. 401(K) 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 20241003151953NAL0017321696001) for Hallmark Building Supplies, Inc. 401(K) Plan, reported by Hallmark Building Supplies, Inc. under EIN 39-1209951 and plan number 002. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003151953NAL0017321696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hallmark Building Supplies, Inc.
- EIN
- 39-1209951
- Plan number
- 002
- Location
- Waukesha, WI
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,498,004
- Total liabilities (EOY)
- $4,623
- Net assets (EOY)
- $10,493,381
- Employer contributions
- $256,352
- Participant contributions
- $808,347
- Total income / additions
- $2,619,254
- Benefits paid
- $1,060,719
- Administrative expenses
- $56,639
- Total expenses
- $1,117,358
- Net increase / (decrease)
- $1,501,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $50,144 | $0 |
| Woodbury Financial Services | BROKER/ADVISO R | $0 | $25,558 |
| Blue Chip Retirement Plans, Inc. | TPA | $4,275 | $10,000 |
| Sikich Cpa LLC | AUDITOR | $4,000 | $0 |