Hall Capital Partners LLC 401(K) Plan — Form 5500 plan (Hall Capital Partners 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 Capital Partners LLC 401(K) Plan is a benefit plan reported by Hall Capital Partners LLC under EIN 94-3098822 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $43,912,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hall Capital Partners LLC
- EIN
- 94-3098822
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 397
- End-of-year plan assets
- $43,912,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 397 | H, C | 20240906154535NAL0001316881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,912,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,912,846
- Net assets (BOY)
- $36,463,593
Income & contributions
- Employer contributions
- $865,501
- Participant contributions
- $3,292,423
- Total contributions
- $4,513,517
- Total income / additions
- $11,164,410
Expenses & distributions
- Benefits paid
- $3,689,374
- Administrative expenses
- $25,783
- Total expenses
- $3,715,157
- Net increase / (decrease)
- $7,449,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Three Bell Capital LLC | INVESTMENT ADVISOR | $12,998 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,135 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,650 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hall Capital Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Three Bell Capital LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation