Hall Hospitality Group LLC 401k Plan — Form 5500 plan (Hall Hospitality Group 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 Hospitality Group LLC 401k Plan is a benefit plan reported by Hall Hospitality Group LLC under EIN 26-3114009 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,333 participants and $7,132,481 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.1MPlan net assets, end of year$7,132,481
Participants1.3KCovered participants reported1,333
Assets / participant$5.4KComputed: assets ÷ participants$5,351 (computed)
Provider compensation$48.9K2 Schedule C provider row(s)$48,898
Plan sponsor
Hall Hospitality Group LLC
EIN
26-3114009
Plan number
001
Plan type
2
Location
Charleston, SC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,333H, C20241015052139NAL0014133251001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$779.8K
Benefits paid / distributions$709.8K
Contributions
Employer$571.6K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$7,132,481
Total liabilities (EOY)
$0
Net assets (EOY)
$7,132,481
Net assets (BOY)
$5,265,734

Income & contributions

Employer contributions
$571,630
Participant contributions
$1,103,937
Total contributions
$1,683,152
Total income / additions
$2,646,575

Expenses & distributions

Benefits paid
$709,821
Administrative expenses
$48,899
Total expenses
$779,828
Net increase / (decrease)
$1,866,747
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$29,436$02023
Edward JonesINVESTMENT/FINANCIAL ADVI$19,462$02023

Related Form 5500 pages