Halquist Stone Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Halquist Stone Company, Inc.)

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, Halquist Stone Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Halquist Stone Company, Inc. under EIN 39-1139607 and plan number 001. The latest loaded filing year is 2023. The filing reports 407 participants and $29,069,660 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Halquist Stone Company, Inc.
EIN
39-1139607
Plan number
001
Plan type
2
Location
Sussex, WI
Latest filing year
2023
Participants
407
End-of-year plan assets
$29,069,660

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023407H, C20241003152417NAL0005833571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,069,660
Net assets (EOY)
$29,069,660
Net assets (BOY)
$23,653,188

Income & contributions

Employer contributions
$581,464
Participant contributions
$962,461
Total contributions
$1,543,925
Total income / additions
$6,036,236

Expenses & distributions

Benefits paid
$558,085
Administrative expenses
$61,679
Total expenses
$619,764
Net increase / (decrease)
$5,416,472

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$61,679$02023

Related Form 5500 pages