Hallmark Inns & Resorts, 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, Hallmark Inns & Resorts, Inc. (EIN 91-0852009) is a plan sponsor located in Lake Oswego, OR with 3 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
91-0852009
Location
Lake Oswego, OR
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,775,694
Total reported liabilities (EOY)
$869,975
Total reported net assets (EOY)
$9,905,719

Contributions & income

Employer contributions
$626,355
Participant contributions
$434,485
Total income / additions
$1,269,536

Expenses & distributions

Benefits paid / distributions
$1,118,405
Total expenses
$1,220,647
Net increase / (decrease)
$48,889

Coverage

Total reported participants
859
Plans with financial statements
2
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

Hallmark Inns & Resorts, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan002278$5,879,7082023
Hallmark Inns 401(K) Plan001379$4,895,9862023
Hallmark Inns & Resorts Employee Benefits Plan501202not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hallmark Inns & Resorts, Inc.
YearPlanParticipantsSchedulesFiling
2023Hallmark Inns & Resorts Employee Benefits Plan20220241010162905NAL0011732403001
2023Hallmark Inns 401(K) Plan379H, C20250226131755NAL0000455187001
2023Hallmark Inns & Resorts, Inc. Employee Stock Ownership Plan278H20250405124042NAL0013420113001

Related Form 5500 pages