Halvor Lines, Inc. — 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, Halvor Lines, Inc. (EIN 41-0958036) is a plan sponsor located in Superior, WI with 2 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
41-0958036
Location
Superior, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,788,366
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$17,788,366

Contributions & income

Employer contributions
$967,619
Participant contributions
$2,292,907
Total income / additions
$5,754,791

Expenses & distributions

Benefits paid / distributions
$1,174,583
Total expenses
$1,314,318
Net increase / (decrease)
$4,440,473

Coverage

Total reported participants
1,250
Plans with financial statements
1
Plans with provider compensation
1

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

Halvor Lines, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Halvor Lines, Inc. Employees' 401(K) Profit Sharing Plan001731$17,788,3662023
Halvor Lines Inc. Benefits Plan501519not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Halvor Lines, Inc.
YearPlanParticipantsSchedulesFiling
2023Halvor Lines Inc. Benefits Plan51920240719105141NAL0004289539001
2023Halvor Lines, Inc. Employees' 401(K) Profit Sharing Plan731H, C20240731052956NAL0012460259001

Related Form 5500 pages