Master-Halco, Inc. Retirement Savings Value Plan — Form 5500 plan (Master-Halco, 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, Master-Halco, Inc. Retirement Savings Value Plan is a benefit plan reported by Master-Halco, Inc. under EIN 95-2871932 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,342 participants and $63,237,707 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Master-Halco, Inc.
EIN
95-2871932
Plan number
002
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
1,342
End-of-year plan assets
$63,237,707

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,342H, C20250115090511NAL0035380784001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,237,707
Total liabilities (EOY)
$0
Net assets (EOY)
$63,237,707
Net assets (BOY)
$53,368,554

Income & contributions

Employer contributions
$1,807,681
Participant contributions
$4,787,673
Total contributions
$6,843,717
Total income / additions
$15,592,468

Expenses & distributions

Benefits paid
$5,483,243
Administrative expenses
$177,718
Total expenses
$5,723,315
Net increase / (decrease)
$9,869,153

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$116,177$02023
Provenance Wealth Advisors LLCINVESTMENT ADVISOR$61,541not reported in the loaded dataset2023

Related Form 5500 pages