Hall Prangle & Schoonveld LLC Retirement Plan — Form 5500 plan (Hall Prangle & Schoonveld LLC)
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, Hall Prangle & Schoonveld LLC Retirement Plan is a benefit plan reported by Hall Prangle & Schoonveld LLC under EIN 04-3674858 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $24,150,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hall Prangle & Schoonveld LLC
- EIN
- 04-3674858
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $24,150,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241009110512NAL0009134291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,150,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,150,525
- Net assets (BOY)
- $20,672,383
Income & contributions
- Employer contributions
- $221,525
- Participant contributions
- $1,227,410
- Total contributions
- $1,497,179
- Total income / additions
- $5,002,527
Expenses & distributions
- Benefits paid
- $1,440,097
- Administrative expenses
- $84,288
- Total expenses
- $1,524,385
- Net increase / (decrease)
- $3,478,142
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Wealth Partners Group | ADVISOR | $53,652 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $30,636 | $0 | 2023 |