Hall'S Retirement Plan — Form 5500 plan (Wichita Water Conditioning, 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, Hall'S Retirement Plan is a benefit plan reported by Wichita Water Conditioning, Inc. under EIN 48-1159914 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,241 participants and $29,579,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wichita Water Conditioning, Inc.
- EIN
- 48-1159914
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 1,241
- End-of-year plan assets
- $29,579,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,241 | H, C | 20241003094105NAL0017446256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,579,303
- Total liabilities (EOY)
- $47,199
- Net assets (EOY)
- $29,532,104
- Net assets (BOY)
- $24,425,599
Income & contributions
- Employer contributions
- $1,008,334
- Participant contributions
- $2,924,090
- Total contributions
- $4,333,592
- Total income / additions
- $8,174,978
Expenses & distributions
- Benefits paid
- $2,831,662
- Administrative expenses
- $168,329
- Total expenses
- $3,068,473
- Net increase / (decrease)
- $5,106,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $89,853 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $57,657 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,819 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wichita Water Conditioning, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation