Hall & Evans, LLC Employee Savings Plan — Form 5500 plan (Hall & Evans, LLC)
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 & Evans, LLC Employee Savings Plan is a benefit plan reported by Hall & Evans, LLC under EIN 84-1225924 and plan number 003. The latest loaded filing year is 2023. The filing reports 272 participants and $40,795,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hall & Evans, LLC
- EIN
- 84-1225924
- Plan number
- 003
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $40,795,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241009095956NAL0018131441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,795,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,795,992
- Net assets (BOY)
- $35,656,766
Income & contributions
- Employer contributions
- $1,157,739
- Participant contributions
- $1,700,134
- Total contributions
- $3,339,531
- Total income / additions
- $9,213,799
Expenses & distributions
- Benefits paid
- $4,016,519
- Administrative expenses
- $58,054
- Total expenses
- $4,074,573
- Net increase / (decrease)
- $5,139,226
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Halbert Hargrove | ADVISOR SERVICES | $34,641 | not reported in the loaded dataset | 2023 |
| Innovest Portfolio Solutions LLC | INVESTMENT ADVISOR | $13,273 | not reported in the loaded dataset | 2023 |
| Schaefer Financial Management | ADVISOR SERVICES | $9,476 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $7,626 | $0 | 2023 |
| Private Capital Management LLC | ADVISOR SERVICES | $4,817 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | PARTICIPANT BROKERAGE | $336 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hall & Evans, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Halbert Hargrove — Schedule C compensation
- Innovest Portfolio Solutions LLC — Schedule C compensation
- Schaefer Financial Management — Schedule C compensation
- Jpmorgan Invest Holdings LLC — Schedule C compensation
- Private Capital Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation