Hall, Estill Profit Sharing And 401(K) Plan — Form 5500 plan (Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.)
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, Estill Profit Sharing And 401(K) Plan is a benefit plan reported by Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. under EIN 73-0931831 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $92,655,564 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.
- EIN
- 73-0931831
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $92,655,564
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241002141809NAL0008907665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,655,564
- Total liabilities (EOY)
- $41,277
- Net assets (EOY)
- $92,614,287
- Net assets (BOY)
- $84,877,953
Income & contributions
- Employer contributions
- $2,971,964
- Participant contributions
- $1,624,864
- Total contributions
- $4,619,350
- Total income / additions
- $16,960,913
Expenses & distributions
- Benefits paid
- $9,165,048
- Administrative expenses
- $59,531
- Total expenses
- $9,224,579
- Net increase / (decrease)
- $7,736,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Legacy Financial Group | NONE | $32,716 | not reported in the loaded dataset | 2023 |
| Olistico Wealth | NONE | $17,328 | not reported in the loaded dataset | 2023 |
| Ubs Financial Service | NONE | $0 | $15,022 | 2023 |
| Bokf, Na | TRUSTEE | $5,300 | $2,322 | 2023 |
| Cambridge Investment Research | NONE | $5,276 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- The Legacy Financial Group — Schedule C compensation
- Olistico Wealth — Schedule C compensation
- Ubs Financial Service — Schedule C compensation
- Bokf, Na — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation