Hal Leonard LLC Deferred Compensation Profit Sharing Plan — Form 5500 plan (Hal Leonard 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, Hal Leonard LLC Deferred Compensation Profit Sharing Plan is a benefit plan reported by Hal Leonard LLC under EIN 39-1776304 and plan number 001. The latest loaded filing year is 2023. The filing reports 578 participants and $49,874,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hal Leonard LLC
- EIN
- 39-1776304
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 578
- End-of-year plan assets
- $49,874,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 578 | H, C | 20241014143338NAL0015112131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,874,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,874,254
- Net assets (BOY)
- $47,225,898
Income & contributions
- Employer contributions
- $654,831
- Participant contributions
- $1,812,297
- Total contributions
- $2,489,097
- Total income / additions
- $10,719,091
Expenses & distributions
- Benefits paid
- $7,939,738
- Administrative expenses
- $130,997
- Total expenses
- $8,070,735
- Net increase / (decrease)
- $2,648,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $73,999 | not reported in the loaded dataset | 2023 |
| The Hays Financial Group | NONE | $56,948 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |