Halvik Corp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Halvik Corp (EIN 13-4367307) is a plan sponsor located in Vienna, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-4367307
Location
Vienna, VA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,567,023
Total reported liabilities (EOY)
$171,681
Total reported net assets (EOY)
$16,395,342

Contributions & income

Employer contributions
$2,686,772
Participant contributions
$3,147,558
Total income / additions
$8,309,885

Expenses & distributions

Benefits paid / distributions
$3,493,639
Total expenses
$4,248,396
Net increase / (decrease)
$4,061,489

Coverage

Total reported participants
849
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Halvik Corp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Halvik Corp. 401(K) Plan001359$16,145,2322023
Halvik Corp. Group Medical Plan501177$421,7912023
Halvik Corp. Group Insurance Plan502313not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Halvik Corp
YearPlanParticipantsSchedulesFiling
2023Halvik Corp. Group Medical Plan177H, C20240930180004NAL0005881873001
2023Halvik Corp. Group Insurance Plan31320241003085844NAL0004726483001
2023Halvik Corp. 401(K) Plan359H, C20241015111318NAL0014461395001

Related Form 5500 pages