Halo Branded Solutions, Inc. 401(K) Savings Plan — Form 5500 plan (Halo Branded Solutions, 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, Halo Branded Solutions, Inc. 401(K) Savings Plan is a benefit plan reported by Halo Branded Solutions, Inc. under EIN 03-0509520 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,481 participants and $114,933,662 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Halo Branded Solutions, Inc.
EIN
03-0509520
Plan number
001
Plan type
2
Location
Sterling, IL
Latest filing year
2023
Participants
2,481
End-of-year plan assets
$114,933,662

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,481H, C20240912094446NAL0009930913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$114,933,662
Total liabilities (EOY)
$43,712
Net assets (EOY)
$114,889,950
Net assets (BOY)
$95,441,495

Income & contributions

Employer contributions
$795,461
Participant contributions
$10,434,474
Total contributions
$11,728,302
Total income / additions
$28,918,510

Expenses & distributions

Benefits paid
$9,200,456
Administrative expenses
$269,599
Total expenses
$9,470,055
Net increase / (decrease)
$19,448,455

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$184,898$02023
Mesirow Financial, Inc.INVESTMENT ADVISORY$84,984not reported in the loaded dataset2023

Related Form 5500 pages