2023 Form 5500 filing — Hallmark Aviation Services, Lp 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 20241014142734NAL0052671586001) for Hallmark Aviation Services, Lp 401(K) Plan, reported by Hallmark Aviation Services, Lp under EIN 95-4217627 and plan number 001. It reports 1,519 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)$17.9MReported net assets$17,882,089
Participants1.5K1,519
Provider compensation$138.8K4 Schedule C row(s)$138,830
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014142734NAL0052671586001
- Plan sponsor
- Hallmark Aviation Services, Lp
- EIN
- 95-4217627
- Plan number
- 001
- Location
- Los Angeles, CA
- Received date
- not reported in the loaded dataset
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)$17.9M total assets
Net assets$17.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,882,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,882,089
- Employer contributions
- $1,039,496
- Participant contributions
- $2,208,193
- Total income / additions
- $5,648,673
- Benefits paid
- $2,544,094
- Administrative expenses
- $110,825
- Total expenses
- $2,694,899
- Net increase / (decrease)
- $2,953,774
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $60,555 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $53,126 | $0 |
| Pentegra Services Inc | CONTRACT ADMIN | $21,149 | not reported in the loaded dataset |
| Hallmark Aviation Services, L.P. | OTHER | $4,000 | not reported in the loaded dataset |