2023 Form 5500 filing — Hallam Associates, Inc. Profit Sharing And 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 20241009162531NAL0009401651001) for Hallam Associates, Inc. Profit Sharing And Savings Plan, reported by Hallam Associates, Inc. under EIN 03-0297752 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009162531NAL0009401651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hallam Associates, Inc.
- EIN
- 03-0297752
- Plan number
- 001
- Location
- South Burlington, VT
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,139,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,139,147
- Employer contributions
- $0
- Participant contributions
- $1,563,427
- Total income / additions
- $6,168,966
- Benefits paid
- $1,966,324
- Administrative expenses
- $82,657
- Total expenses
- $2,048,981
- Net increase / (decrease)
- $4,119,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | ADVISOR | $51,559 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $23,162 | $0 |
| Newport Trust Company | TRUSTEE | $7,936 | not reported in the loaded dataset |