2023 Form 5500 filing — M.J. Hall & Company, 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 20241008140442NAL0008435155001) for M.J. Hall & Company, Inc. 401(K) Plan, reported by M.J. Hall & Company, Inc. under EIN 94-2235150 and plan number 002. It reports 181 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)$18.4MReported net assets$18,428,293
Participants181
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008140442NAL0008435155001
Plan sponsor
M.J. Hall & Company, Inc.
EIN
94-2235150
Plan number
002
Location
Stockton, CA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.4M total assets
Net assets$18.4MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$411.9K
Participant$954K
Full reported line items
Total assets (EOY)
$18,428,293
Total liabilities (EOY)
$0
Net assets (EOY)
$18,428,293
Employer contributions
$411,864
Participant contributions
$954,006
Total income / additions
$3,991,794
Benefits paid
$1,725,840
Administrative expenses
$0
Total expenses
$1,728,929
Net increase / (decrease)
$2,262,865
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008140442NAL0008435155001 cover?
It is the 2023 Form 5500 filing for M.J. Hall & Company, Inc. 401(K) Plan, reported by M.J. Hall & Company, Inc. (EIN 94-2235150).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages