Plan5500

Hallam Associates, Inc. Profit Sharing And Savings Plan — Form 5500 plan (Hallam Associates, Inc.)

Plain-English plan 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, Hallam Associates, Inc. Profit Sharing And Savings Plan is a benefit plan reported by Hallam Associates, Inc. under EIN 03-0297752 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $29,139,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hallam Associates, Inc.
EIN
03-0297752
Plan number
001
Plan type
2
Location
South Burlington, VT
Latest filing year
2023
Participants
170
End-of-year plan assets
$29,139,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241009162531NAL0009401651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,139,147
Total liabilities (EOY)
$0
Net assets (EOY)
$29,139,147
Net assets (BOY)
$25,019,162

Income & contributions

Employer contributions
$0
Participant contributions
$1,563,427
Total contributions
$1,906,063
Total income / additions
$6,168,966

Expenses & distributions

Benefits paid
$1,966,324
Administrative expenses
$82,657
Total expenses
$2,048,981
Net increase / (decrease)
$4,119,985

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley GlobalADVISOR$51,559not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$23,162$02023
Newport Trust CompanyTRUSTEE$7,936not reported in the loaded dataset2023

Related Form 5500 pages