2023 Form 5500 filing — Hall Prangle & Schoonveld LLC 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 20241009110512NAL0009134291001) for Hall Prangle & Schoonveld LLC Retirement Plan, reported by Hall Prangle & Schoonveld LLC under EIN 04-3674858 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110512NAL0009134291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hall Prangle & Schoonveld LLC
- EIN
- 04-3674858
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,150,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,150,525
- Employer contributions
- $221,525
- Participant contributions
- $1,227,410
- Total income / additions
- $5,002,527
- Benefits paid
- $1,440,097
- Administrative expenses
- $84,288
- Total expenses
- $1,524,385
- Net increase / (decrease)
- $3,478,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Wealth Partners Group | ADVISOR | $53,652 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $30,636 | $0 |