2023 Form 5500 filing — Hallmark Inns 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 20250226131755NAL0000455187001) for Hallmark Inns 401(K) Plan, reported by Hallmark Inns & Resorts, Inc. under EIN 91-0852009 and plan number 001. It reports 379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226131755NAL0000455187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hallmark Inns & Resorts, Inc.
- EIN
- 91-0852009
- Plan number
- 001
- Location
- Lake Oswego, OR
- Participants
- 379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,895,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,895,986
- Employer contributions
- $146,355
- Participant contributions
- $434,485
- Total income / additions
- $1,711,818
- Benefits paid
- $1,027,860
- Administrative expenses
- $46,756
- Total expenses
- $1,082,740
- Net increase / (decrease)
- $629,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $24,324 | $0 |
| Foster & Wood | NONE | $22,432 | not reported in the loaded dataset |