Halvor Lines, Inc. Employees' 401(K) Profit Sharing Plan — Form 5500 plan (Halvor Lines, 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, Halvor Lines, Inc. Employees' 401(K) Profit Sharing Plan is a benefit plan reported by Halvor Lines, Inc. under EIN 41-0958036 and plan number 001. The latest loaded filing year is 2023. The filing reports 731 participants and $17,788,366 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Halvor Lines, Inc.
EIN
41-0958036
Plan number
001
Plan type
2
Location
Superior, WI
Latest filing year
2023
Participants
731
End-of-year plan assets
$17,788,366

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023731H, C20240731052956NAL0012460259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,788,366
Total liabilities (EOY)
$0
Net assets (EOY)
$17,788,366
Net assets (BOY)
$13,347,893

Income & contributions

Employer contributions
$967,619
Participant contributions
$2,292,907
Total contributions
$3,413,335
Total income / additions
$5,754,791

Expenses & distributions

Benefits paid
$1,174,583
Administrative expenses
$102,249
Total expenses
$1,314,318
Net increase / (decrease)
$4,440,473

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jmr Financial Group, Inc.INVESTMENT/FINANCIAL ADVI$42,195$02023
Adp, Inc.RECORD KEEPER$41,268$02023
Jmr Financial Group, Inc.INVESTMENT/FINANCIAL ADVI$18,785$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages