2023 Form 5500 filing — Halo 401k Profit Sharing Plan & 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 20241015182100NAL0017034483001) for Halo 401k Profit Sharing Plan & Trust, reported by Health And Life Organization Inc under EIN 02-0714551 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182100NAL0017034483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health And Life Organization Inc
- EIN
- 02-0714551
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,493,020
- Total liabilities (EOY)
- $174
- Net assets (EOY)
- $5,492,846
- Employer contributions
- $571,833
- Participant contributions
- $498,119
- Total income / additions
- $1,801,571
- Benefits paid
- $981,376
- Administrative expenses
- $55,402
- Total expenses
- $1,039,753
- Net increase / (decrease)
- $761,818
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $52,020 | $0 |
| Next Financial Group Inc | BROKER/ADVISO R | $0 | $14,883 |