Hallmark Cards Incorporated Master Trust Hzhk - Private Equity Fund — Form 5500 plan (Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee)
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, Hallmark Cards Incorporated Master Trust Hzhk - Private Equity Fund is a benefit plan reported by Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee under EIN 04-3328262 and plan number 011. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $733,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee
- EIN
- 04-3328262
- Plan number
- 011
- Plan type
- 4
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $733,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241015210615NAL0030920561003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $733,114
- Net assets (EOY)
- $733,114
- Net assets (BOY)
- $1,305,005
Income & contributions
- Total income / additions
- -$224,659
Expenses & distributions
- Net increase / (decrease)
- -$224,659
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.