2023 Form 5500 filing — Holly Hall Defined Benefit 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 20250604093812NAL0019163968001) for Holly Hall Defined Benefit Retirement Plan, reported by Holly Hall under EIN 74-1157354 and plan number 001. It reports 63 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$507.1KReported net assets$507,143
Participants63
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250604093812NAL0019163968001
Plan sponsor
Holly Hall
EIN
74-1157354
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)$507.1K total assets
Net assets$507.1KLiabilities
Money in vs. money out
Total income / additions$146.5K
Total expenses$3.5M
Benefits paid / distributions$3.4M
Full reported line items
Total assets (EOY)
$507,143
Net assets (EOY)
$507,143
Total income / additions
$146,509
Benefits paid
$3,434,742
Administrative expenses
$47,532
Total expenses
$3,482,274
Net increase / (decrease)
-$3,335,765

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250604093812NAL0019163968001 cover?
It is the 2023 Form 5500 filing for Holly Hall Defined Benefit Retirement Plan, reported by Holly Hall (EIN 74-1157354).
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