2023 Form 5500 filing — Halff Associates, Inc. Employee Stock Ownership Plan And Trust
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 20241015084928NAL0029056801001) for Halff Associates, Inc. Employee Stock Ownership Plan And Trust, reported by Halff Associates, Inc. under EIN 75-1308699 and plan number 003. It reports 1,108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015084928NAL0029056801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Halff Associates, Inc.
- EIN
- 75-1308699
- Plan number
- 003
- Location
- Richardson, TX
- Participants
- 1,108
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,461,500
- Total liabilities (EOY)
- $13,819
- Net assets (EOY)
- $53,447,681
- Employer contributions
- $135,000
- Total income / additions
- $13,324,865
- Benefits paid
- $772,207
- Administrative expenses
- $3,140
- Total expenses
- $775,347
- Net increase / (decrease)
- $12,549,518
- Schedule source
- Schedule H