2023 Form 5500 filing — Master-Halco, Inc. Retirement Savings Value 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 20250115090511NAL0035380784001) for Master-Halco, Inc. Retirement Savings Value Plan, reported by Master-Halco, Inc. under EIN 95-2871932 and plan number 002. It reports 1,342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115090511NAL0035380784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Master-Halco, Inc.
- EIN
- 95-2871932
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 1,342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,237,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,237,707
- Employer contributions
- $1,807,681
- Participant contributions
- $4,787,673
- Total income / additions
- $15,592,468
- Benefits paid
- $5,483,243
- Administrative expenses
- $177,718
- Total expenses
- $5,723,315
- Net increase / (decrease)
- $9,869,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $116,177 | $0 |
| Provenance Wealth Advisors LLC | INVESTMENT ADVISOR | $61,541 | not reported in the loaded dataset |