Hallkeen Management, Inc. 401(K) Retirement Plan — Form 5500 plan (Hallkeen Management, 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, Hallkeen Management, Inc. 401(K) Retirement Plan is a benefit plan reported by Hallkeen Management, Inc. under EIN 04-3097814 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,808 participants and $24,139,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hallkeen Management, Inc.
- EIN
- 04-3097814
- Plan number
- 001
- Plan type
- 2
- Location
- Norwood, MA
- Latest filing year
- 2023
- Participants
- 1,808
- End-of-year plan assets
- $24,139,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,808 | H, C | 20241001142902NAL0007287105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,139,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,139,552
- Net assets (BOY)
- $19,980,735
Income & contributions
- Employer contributions
- $347,839
- Participant contributions
- $2,369,167
- Total contributions
- $2,864,420
- Total income / additions
- $6,173,308
Expenses & distributions
- Benefits paid
- $1,803,967
- Administrative expenses
- $180,216
- Total expenses
- $2,014,491
- Net increase / (decrease)
- $4,158,817
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $112,346 | $0 | 2023 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY | $42,582 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc | RECORDKEEPER | $25,288 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hallkeen Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Norwood, MA
- Transamerica Financial Life Insuran — Schedule C compensation
- Merrill Lynch Life Agency, Inc. — Schedule C compensation
- The Angell Pension Group, Inc — Schedule C compensation