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, Halloran & Sage, Llp Retirement And Deferred Salary Plan is a benefit plan reported by Halloran & Sage, Llp under EIN 06-0679651 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $43,070,588 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,070,588
- Net assets (EOY)
- $43,070,588
- Net assets (BOY)
- $45,112,727
Income & contributions
- Employer contributions
- $383,833
- Participant contributions
- $1,433,715
- Total contributions
- $1,921,955
- Total income / additions
- $7,459,116
Expenses & distributions
- Benefits paid
- $9,385,705
- Administrative expenses
- $115,285
- Total expenses
- $9,501,255
- Net increase / (decrease)
- -$2,042,139