Hallam Associates, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Hallam Associates, 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, Hallam Associates, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Hallam Associates, Inc. under EIN 03-0297752 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $23,199,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hallam Associates, Inc.
- EIN
- 03-0297752
- Plan number
- 002
- Plan type
- 2
- Location
- South Burlington, VT
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $23,199,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H | 20241007143059NAL0026410544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,199,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,199,304
- Net assets (BOY)
- $17,159,040
Income & contributions
- Employer contributions
- $1,700,000
- Total contributions
- $1,700,000
- Total income / additions
- $6,802,029
Expenses & distributions
- Benefits paid
- $761,765
- Administrative expenses
- $0
- Total expenses
- $761,765
- Net increase / (decrease)
- $6,040,264
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.