Halocarbon 401(K) Plan — Form 5500 plan (Halocarbon Life Sciences, 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, Halocarbon 401(K) Plan is a benefit plan reported by Halocarbon Life Sciences, LLC under EIN 22-1492756 and plan number 003. The latest loaded filing year is 2023. The filing reports 197 participants and $28,301,402 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Halocarbon Life Sciences, LLC
EIN
22-1492756
Plan number
003
Plan type
2
Location
Peachtree Corners, GA
Latest filing year
2023
Participants
197
End-of-year plan assets
$28,301,402

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20241009153847NAL0010795203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,301,402
Total liabilities (EOY)
$0
Net assets (EOY)
$28,301,402
Net assets (BOY)
$24,927,519

Income & contributions

Employer contributions
$722,320
Participant contributions
$1,642,435
Total contributions
$2,364,755
Total income / additions
$6,033,114

Expenses & distributions

Benefits paid
$2,591,811
Administrative expenses
$64,546
Total expenses
$2,659,231
Net increase / (decrease)
$3,373,883

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Janney Montgomery Scott IncNONE$35,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$30,010$02023

Related Form 5500 pages