2023 Form 5500 filing — Hall, Estill Profit Sharing And 401(K) 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 20241002141809NAL0008907665001) for Hall, Estill Profit Sharing And 401(K) Plan, reported by Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. under EIN 73-0931831 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002141809NAL0008907665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.
- EIN
- 73-0931831
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,655,564
- Total liabilities (EOY)
- $41,277
- Net assets (EOY)
- $92,614,287
- Employer contributions
- $2,971,964
- Participant contributions
- $1,624,864
- Total income / additions
- $16,960,913
- Benefits paid
- $9,165,048
- Administrative expenses
- $59,531
- Total expenses
- $9,224,579
- Net increase / (decrease)
- $7,736,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Legacy Financial Group | NONE | $32,716 | not reported in the loaded dataset |
| Olistico Wealth | NONE | $17,328 | not reported in the loaded dataset |
| Ubs Financial Service | NONE | $0 | $15,022 |
| Bokf, Na | TRUSTEE | $5,300 | $2,322 |
| Cambridge Investment Research | NONE | $5,276 | not reported in the loaded dataset |