2023 Form 5500 filing — Halo Branded Solutions, Inc. 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240912094446NAL0009930913001) for Halo Branded Solutions, Inc. 401(K) Savings Plan, reported by Halo Branded Solutions, Inc. under EIN 03-0509520 and plan number 001. It reports 2,481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912094446NAL0009930913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Halo Branded Solutions, Inc.
- EIN
- 03-0509520
- Plan number
- 001
- Location
- Sterling, IL
- Participants
- 2,481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,933,662
- Total liabilities (EOY)
- $43,712
- Net assets (EOY)
- $114,889,950
- Employer contributions
- $795,461
- Participant contributions
- $10,434,474
- Total income / additions
- $28,918,510
- Benefits paid
- $9,200,456
- Administrative expenses
- $269,599
- Total expenses
- $9,470,055
- Net increase / (decrease)
- $19,448,455
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, Na | TRUSTEE | $184,898 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $84,984 | not reported in the loaded dataset |