Hallmark Building Supplies, Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by Hallmark Building Supplies, Inc. under EIN 39-1209951 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $10,498,004 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
- 002
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $10,498,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241003151953NAL0017321696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,498,004
- Total liabilities (EOY)
- $4,623
- Net assets (EOY)
- $10,493,381
- Net assets (BOY)
- $8,991,485
Income & contributions
- Employer contributions
- $256,352
- Participant contributions
- $808,347
- Total contributions
- $1,108,679
- Total income / additions
- $2,619,254
Expenses & distributions
- Benefits paid
- $1,060,719
- Administrative expenses
- $56,639
- Total expenses
- $1,117,358
- Net increase / (decrease)
- $1,501,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $50,144 | $0 | 2023 |
| Woodbury Financial Services | BROKER/ADVISO R | $0 | $25,558 | 2023 |
| Blue Chip Retirement Plans, Inc. | TPA | $4,275 | $10,000 | 2023 |
| Sikich Cpa LLC | AUDITOR | $4,000 | $0 | 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
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Woodbury Financial Services — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation
- Sikich Cpa LLC — Schedule C compensation