Halma Holdings Inc. Profit Sharing/Savings Retirement Plan — Form 5500 plan (Halma Holdings 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, Halma Holdings Inc. Profit Sharing/Savings Retirement Plan is a benefit plan reported by Halma Holdings Inc. under EIN 61-0962400 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,046 participants and $267,667,778 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Halma Holdings Inc.
EIN
61-0962400
Plan number
001
Plan type
2
Location
Summit, NJ
Latest filing year
2023
Participants
4,046
End-of-year plan assets
$267,667,778

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,046H, C20241008154940NAL0030423584001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$267,667,778
Total liabilities (EOY)
$0
Net assets (EOY)
$267,667,778
Net assets (BOY)
$215,074,057

Income & contributions

Employer contributions
$11,008,562
Participant contributions
$17,840,457
Total contributions
$33,726,447
Total income / additions
$70,732,753

Expenses & distributions

Benefits paid
$22,003,510
Administrative expenses
$467,863
Total expenses
$22,505,893
Net increase / (decrease)
$48,226,860

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$378,091not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$89,772$02023

Related Form 5500 pages