Halff Associates, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Halff Associates, 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, Halff Associates, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Halff Associates, Inc. under EIN 75-1308699 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,108 participants and $53,461,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Halff Associates, Inc.
- EIN
- 75-1308699
- Plan number
- 003
- Plan type
- 2
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 1,108
- End-of-year plan assets
- $53,461,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,108 | H | 20241015084928NAL0029056801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,461,500
- Total liabilities (EOY)
- $13,819
- Net assets (EOY)
- $53,447,681
- Net assets (BOY)
- $41,066,469
Income & contributions
- Employer contributions
- $135,000
- Total contributions
- $3,516,000
- Total income / additions
- $13,324,865
Expenses & distributions
- Benefits paid
- $772,207
- Administrative expenses
- $3,140
- Total expenses
- $775,347
- Net increase / (decrease)
- $12,549,518
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.