2023 Form 5500 filing — Halma Holdings Inc. Profit Sharing/Savings 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 20241008154940NAL0030423584001) for Halma Holdings Inc. Profit Sharing/Savings Retirement Plan, reported by Halma Holdings Inc. under EIN 61-0962400 and plan number 001. It reports 4,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008154940NAL0030423584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Halma Holdings Inc.
- EIN
- 61-0962400
- Plan number
- 001
- Location
- Summit, NJ
- Participants
- 4,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $267,667,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $267,667,778
- Employer contributions
- $11,008,562
- Participant contributions
- $17,840,457
- Total income / additions
- $70,732,753
- Benefits paid
- $22,003,510
- Administrative expenses
- $467,863
- Total expenses
- $22,505,893
- Net increase / (decrease)
- $48,226,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $378,091 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $89,772 | $0 |