2023 Form 5500 filing — Hallmark University, 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 20241015152459NAL0016744563001) for Hallmark University, Inc. 401(K) Plan, reported by Hallmark University, Inc. under EIN 45-4620000 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152459NAL0016744563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hallmark University, Inc.
- EIN
- 45-4620000
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,970,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,970,576
- Employer contributions
- $153,654
- Participant contributions
- $308,507
- Total income / additions
- $800,514
- Benefits paid
- $471,041
- Administrative expenses
- $10,738
- Total expenses
- $494,432
- Net increase / (decrease)
- $306,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark | INVESTMENT ADVISORY | $13,968 | not reported in the loaded dataset |
| The Allocation Company | TPA | $1,379 | not reported in the loaded dataset |
| Voya Retirement Ins. & Annuity Co | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset |