Halo 401k Profit Sharing Plan & Trust — Form 5500 plan (Health And Life Organization Inc)
Plain-English plan 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, Halo 401k Profit Sharing Plan & Trust is a benefit plan reported by Health And Life Organization Inc under EIN 02-0714551 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $5,493,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health And Life Organization Inc
- EIN
- 02-0714551
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $5,493,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241015182100NAL0017034483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,493,020
- Total liabilities (EOY)
- $174
- Net assets (EOY)
- $5,492,846
- Net assets (BOY)
- $4,731,028
Income & contributions
- Employer contributions
- $571,833
- Participant contributions
- $498,119
- Total contributions
- $1,117,576
- Total income / additions
- $1,801,571
Expenses & distributions
- Benefits paid
- $981,376
- Administrative expenses
- $55,402
- Total expenses
- $1,039,753
- Net increase / (decrease)
- $761,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $52,020 | $0 | 2023 |
| Next Financial Group Inc | BROKER/ADVISO R | $0 | $14,883 | 2023 |