Halvik Corp. 401(K) Plan — Form 5500 plan (Halvik Corp)
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, Halvik Corp. 401(K) Plan is a benefit plan reported by Halvik Corp under EIN 13-4367307 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $16,145,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Halvik Corp
- EIN
- 13-4367307
- Plan number
- 001
- Plan type
- 2
- Location
- Vienna, VA
- Latest filing year
- 2023
- Participants
- 359
- End-of-year plan assets
- $16,145,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20241015111318NAL0014461395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,145,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,145,232
- Net assets (BOY)
- $12,215,391
Income & contributions
- Employer contributions
- $1,698,289
- Participant contributions
- $2,306,521
- Total contributions
- $4,272,181
- Total income / additions
- $6,476,461
Expenses & distributions
- Benefits paid
- $2,434,154
- Administrative expenses
- $112,466
- Total expenses
- $2,546,620
- Net increase / (decrease)
- $3,929,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $42,644 | $0 | 2023 |
| Lpl Financial | INVESTMENT/FINANCIAL ADVI | $34,858 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $105 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |