Hallmark Home Mortgage 401(K) Plan — Form 5500 plan (Hallmark Home Mortgage)
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 Home Mortgage 401(K) Plan is a benefit plan reported by Hallmark Home Mortgage under EIN 20-8549934 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $14,541,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hallmark Home Mortgage
- EIN
- 20-8549934
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $14,541,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20240924114549NAL0007409843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,541,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,541,326
- Net assets (BOY)
- $12,070,918
Income & contributions
- Employer contributions
- $199,261
- Participant contributions
- $1,308,712
- Total contributions
- $2,036,092
- Total income / additions
- $4,265,085
Expenses & distributions
- Benefits paid
- $1,696,928
- Administrative expenses
- $96,677
- Total expenses
- $1,794,677
- Net increase / (decrease)
- $2,470,408
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sym Financial Corporation | INVESTMENT ADVISOR | $47,780 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $33,739 | $0 | 2023 |
| Benefit Plans Plus LLC | THIRD PARTY ADMINISTRATO | $6,158 | $10,000 | 2023 |
| Haines Isenbarger & Skiba, LLC | AUDITOR | $10,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hallmark Home Mortgage
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Sym Financial Corporation — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Benefit Plans Plus LLC — Schedule C compensation
- Haines Isenbarger & Skiba, LLC — Schedule C compensation