Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan — Form 5500 plan (Hallmark Inns & Resorts, 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 Inns & Resorts, Inc. Employee Stock Ownership Plan is a benefit plan reported by Hallmark Inns & Resorts, Inc. under EIN 91-0852009 and plan number 002. The latest loaded filing year is 2023. The filing reports 278 participants and $5,879,708 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5MPlan net assets, end of year$5,009,733
Participants278Covered participants reported
Assets / participant$21.2KComputed: assets ÷ participants$21,150 (computed)
Provider compensationNone reported
- Plan sponsor
- Hallmark Inns & Resorts, Inc.
- EIN
- 91-0852009
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Oswego, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H | 20250405124042NAL0013420113001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.9M total assets
Net assets$5MLiabilities$870K
Full reported line items
Net assets
- Total assets (EOY)
- $5,879,708
- Total liabilities (EOY)
- $869,975
- Net assets (EOY)
- $5,009,733
- Net assets (BOY)
- $5,589,922
Income & contributions
- Employer contributions
- $480,000
- Total contributions
- $480,000
- Total income / additions
- -$442,282
Expenses & distributions
- Benefits paid
- $90,545
- Administrative expenses
- $0
- Total expenses
- $137,907
- Net increase / (decrease)
- -$580,189
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.