Hall Drilling, LLC 401(K) Retirement Plan — Form 5500 plan (Hall Drilling, LLC)
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, Hall Drilling, LLC 401(K) Retirement Plan is a benefit plan reported by Hall Drilling, LLC under EIN 20-4722143 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $9,223,856 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hall Drilling, LLC
- EIN
- 20-4722143
- Plan number
- 001
- Plan type
- 2
- Location
- Ellenboro, WV
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $9,223,856
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20241004151748NAL0022994322001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,223,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,223,856
- Net assets (BOY)
- $6,893,097
Income & contributions
- Employer contributions
- $831,225
- Participant contributions
- $996,869
- Total contributions
- $1,883,703
- Total income / additions
- $3,163,819
Expenses & distributions
- Benefits paid
- $772,612
- Administrative expenses
- $60,448
- Total expenses
- $833,060
- Net increase / (decrease)
- $2,330,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $36,852 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Services | FINANCIAL ADVISOR | $13,596 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits And Insurance Service | FINANCIAL ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $6,422 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hall Drilling, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ellenboro, WV
- Alliance Pension Consultants, LLC — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Cbiz Benefits And Insurance Service — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation