Plan5500

Bob Hall, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bob Hall, 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, Bob Hall, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bob Hall, Inc. under EIN 52-0739532 and plan number 102. The latest loaded filing year is 2023. The filing reports 135 participants and $14,371,247 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bob Hall, Inc.
EIN
52-0739532
Plan number
102
Plan type
2
Location
Upper Marlboro, MD
Latest filing year
2023
Participants
135
End-of-year plan assets
$14,371,247

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20250723120307NAL0010255154001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,371,247
Total liabilities (EOY)
$0
Net assets (EOY)
$14,371,247
Net assets (BOY)
$12,192,620

Income & contributions

Employer contributions
$445,860
Participant contributions
$368,752
Total contributions
$814,612
Total income / additions
$2,985,834

Expenses & distributions

Benefits paid
$787,999
Administrative expenses
$2,886
Total expenses
$807,207
Net increase / (decrease)
$2,178,627

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Map Retirement UsaCONTRACT ADMIN$6,940$6,6512023
Empower Annuity Insurance Of AmericRECORDKEEPER$2,995$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,069not reported in the loaded dataset2023

Related Form 5500 pages