2023 Form 5500 filing — Hall Maines Lugrin, P.C. Profit Sharing 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 20241014090537NAL0051642562001) for Hall Maines Lugrin, P.C. Profit Sharing Plan, reported by Hall Maines Lugrin, P.C. under EIN 76-0652577 and plan number 001. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.2MReported net assets$10,169,871
Participants40
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014090537NAL0051642562001
Plan sponsor
Hall Maines Lugrin, P.C.
EIN
76-0652577
Plan number
001
Location
Houston, TX
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$10.2M total assets
Net assets$10.2MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$430.5K
Benefits paid / distributions$418.2K
Contributions
Employer$303.7K
Participant$384.9K
Full reported line items
Total assets (EOY)
$10,169,871
Total liabilities (EOY)
$0
Net assets (EOY)
$10,169,871
Employer contributions
$303,745
Participant contributions
$384,854
Total income / additions
$2,090,944
Benefits paid
$418,202
Administrative expenses
$12,257
Total expenses
$430,459
Net increase / (decrease)
$1,660,485

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014090537NAL0051642562001 cover?
It is the 2023 Form 5500 filing for Hall Maines Lugrin, P.C. Profit Sharing Plan, reported by Hall Maines Lugrin, P.C. (EIN 76-0652577).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages