2023 Form 5500 filing — Halff Associates Inc. 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 20241014141052NAL0046307424001) for Halff Associates Inc. 401(K) Plan, reported by Halff Associates, Inc under EIN 75-1308699 and plan number 001. It reports 1,837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141052NAL0046307424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Halff Associates, Inc
- EIN
- 75-1308699
- Plan number
- 001
- Location
- Richardson, TX
- Participants
- 1,837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $168,081,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $168,081,749
- Employer contributions
- $3,334,943
- Participant contributions
- $10,519,691
- Total income / additions
- $39,398,962
- Benefits paid
- $7,457,162
- Administrative expenses
- $64,507
- Total expenses
- $7,521,669
- Net increase / (decrease)
- $31,877,293
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $59,969 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $16,909 | $0 |