2023 Form 5500 filing — Ebby Halliday, Inc. Profit Sharing 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 20250715090008NAL0001904929003) for Ebby Halliday, Inc. Profit Sharing Plan, reported by Ebby Halliday, Inc. under EIN 75-1039207 and plan number 002. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715090008NAL0001904929003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ebby Halliday, Inc.
- EIN
- 75-1039207
- Plan number
- 002
- Location
- Plano, TX
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $22,198
- Benefits paid
- $617,909
- Administrative expenses
- $22,198
- Total expenses
- $640,107
- Net increase / (decrease)
- -$617,909
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lubbock National Bank | TRUSTEE/ADMIN | $7,887 | $0 |