2023 Form 5500 filing — Bob Hall, Inc. 401(K) 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 20250723120307NAL0010255154001) for Bob Hall, Inc. 401(K) Profit Sharing Plan, reported by Bob Hall, Inc. under EIN 52-0739532 and plan number 102. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250723120307NAL0010255154001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bob Hall, Inc.
- EIN
- 52-0739532
- Plan number
- 102
- Location
- Upper Marlboro, MD
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,371,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,371,247
- Employer contributions
- $445,860
- Participant contributions
- $368,752
- Total income / additions
- $2,985,834
- Benefits paid
- $787,999
- Administrative expenses
- $2,886
- Total expenses
- $807,207
- Net increase / (decrease)
- $2,178,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Map Retirement Usa | CONTRACT ADMIN | $6,940 | $6,651 |
| Empower Annuity Insurance Of Americ | RECORDKEEPER | $2,995 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,069 | not reported in the loaded dataset |