Hallmark Building Supplies, Inc. Employee Stock Ownership Plan — Form 5500 plan (Hallmark Building Supplies, 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, Hallmark Building Supplies, Inc. Employee Stock Ownership Plan is a benefit plan reported by Hallmark Building Supplies, Inc. under EIN 39-1209951 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $48,316,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hallmark Building Supplies, Inc.
- EIN
- 39-1209951
- Plan number
- 001
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $48,316,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20241011130849NAL0012515955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,316,496
- Total liabilities (EOY)
- $13,259,350
- Net assets (EOY)
- $35,057,146
- Net assets (BOY)
- $30,371,052
Income & contributions
- Employer contributions
- $581,626
- Total contributions
- $581,626
- Total income / additions
- $6,780,863
Expenses & distributions
- Benefits paid
- $1,957,740
- Administrative expenses
- $0
- Total expenses
- $2,094,769
- Net increase / (decrease)
- $4,686,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Goldman Sachs Fin Sq Treas Instrume | N/A | $0 | not reported in the loaded dataset | 2023 |
| Valuation Research Corporation | N/A | $0 | not reported in the loaded dataset | 2023 |
| Esop Partners | TPA | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hallmark Building Supplies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waukesha, WI
- Goldman Sachs Fin Sq Treas Instrume — Schedule C compensation
- Valuation Research Corporation — Schedule C compensation
- Esop Partners — Schedule C compensation