2023 Form 5500 filing — Halquist Stone Company, Inc. 401(K) Profit Sharing 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 20241003152417NAL0005833571001) for Halquist Stone Company, Inc. 401(K) Profit Sharing Plan, reported by Halquist Stone Company, Inc. under EIN 39-1139607 and plan number 001. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003152417NAL0005833571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Halquist Stone Company, Inc.
- EIN
- 39-1139607
- Plan number
- 001
- Location
- Sussex, WI
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,069,660
- Net assets (EOY)
- $29,069,660
- Employer contributions
- $581,464
- Participant contributions
- $962,461
- Total income / additions
- $6,036,236
- Benefits paid
- $558,085
- Administrative expenses
- $61,679
- Total expenses
- $619,764
- Net increase / (decrease)
- $5,416,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $61,679 | $0 |