2023 Form 5500 filing — Hallmark Building Supplies, Inc. Employee Stock Ownership 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 20241011130849NAL0012515955001) for Hallmark Building Supplies, Inc. Employee Stock Ownership Plan, reported by Hallmark Building Supplies, Inc. under EIN 39-1209951 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130849NAL0012515955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hallmark Building Supplies, Inc.
- EIN
- 39-1209951
- Plan number
- 001
- Location
- Waukesha, WI
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,316,496
- Total liabilities (EOY)
- $13,259,350
- Net assets (EOY)
- $35,057,146
- Employer contributions
- $581,626
- Total income / additions
- $6,780,863
- Benefits paid
- $1,957,740
- Administrative expenses
- $0
- Total expenses
- $2,094,769
- Net increase / (decrease)
- $4,686,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Goldman Sachs Fin Sq Treas Instrume | N/A | $0 | not reported in the loaded dataset |
| Valuation Research Corporation | N/A | $0 | not reported in the loaded dataset |
| Esop Partners | TPA | $0 | not reported in the loaded dataset |