2023 Form 5500 filing — Hall Drilling, LLC 401(K) 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 20241004151748NAL0022994322001) for Hall Drilling, LLC 401(K) Retirement Plan, reported by Hall Drilling, LLC under EIN 20-4722143 and plan number 001. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004151748NAL0022994322001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hall Drilling, LLC
- EIN
- 20-4722143
- Plan number
- 001
- Location
- Ellenboro, WV
- Participants
- 398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,223,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,223,856
- Employer contributions
- $831,225
- Participant contributions
- $996,869
- Total income / additions
- $3,163,819
- Benefits paid
- $772,612
- Administrative expenses
- $60,448
- Total expenses
- $833,060
- Net increase / (decrease)
- $2,330,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $36,852 | not reported in the loaded dataset |
| Cbiz Investment Advisory Services | FINANCIAL ADVISOR | $13,596 | not reported in the loaded dataset |
| Cbiz Benefits And Insurance Service | FINANCIAL ADVISOR | $10,000 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $6,422 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |