Plan5500

Hallmark University, Inc. 401(K) Plan — Form 5500 plan (Hallmark University, 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, Hallmark University, Inc. 401(K) Plan is a benefit plan reported by Hallmark University, Inc. under EIN 45-4620000 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $2,970,576 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hallmark University, Inc.
EIN
45-4620000
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
126
End-of-year plan assets
$2,970,576

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20241015152459NAL0016744563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,970,576
Total liabilities (EOY)
$0
Net assets (EOY)
$2,970,576
Net assets (BOY)
$2,664,494

Income & contributions

Employer contributions
$153,654
Participant contributions
$308,507
Total contributions
$462,161
Total income / additions
$800,514

Expenses & distributions

Benefits paid
$471,041
Administrative expenses
$10,738
Total expenses
$494,432
Net increase / (decrease)
$306,082

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PensionmarkINVESTMENT ADVISORY$13,968not reported in the loaded dataset2023
The Allocation CompanyTPA$1,379not reported in the loaded dataset2023
Voya Retirement Ins. & Annuity CoINVESTMENT ADVISORYnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages