Kelly Hart & Hallman Profit Sharing Plan And Trust — Form 5500 plan (Kelly Hart & Hallman Llp)
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, Kelly Hart & Hallman Profit Sharing Plan And Trust is a benefit plan reported by Kelly Hart & Hallman Llp under EIN 20-3856550 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $141,196,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelly Hart & Hallman Llp
- EIN
- 20-3856550
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 319
- End-of-year plan assets
- $141,196,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 319 | H, C | 20240731094450NAL0033655648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $141,196,291
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,196,291
- Net assets (BOY)
- $124,071,222
Income & contributions
- Employer contributions
- $4,236,232
- Participant contributions
- $2,910,667
- Total contributions
- $7,947,802
- Total income / additions
- $29,008,948
Expenses & distributions
- Benefits paid
- $11,883,879
- Administrative expenses
- $0
- Total expenses
- $11,883,879
- Net increase / (decrease)
- $17,125,069
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Oper Co. | RECORDKEEPER | $0 | $0 | 2023 |