Hale Building Company, Inc. Profit Sharing Plan — Form 5500 plan (Hale Building Company, 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, Hale Building Company, Inc. Profit Sharing Plan is a benefit plan reported by Hale Building Company, Inc. under EIN 63-0797318 and plan number 001. The latest loaded filing year is 2023. The filing reports 28 participants and $1,009,427 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1MPlan net assets, end of year$1,009,427
Participants28Covered participants reported
Assets / participant$36.1KComputed: assets ÷ participants$36,051 (computed)
Provider compensationNone reported
Plan sponsor
Hale Building Company, Inc.
EIN
63-0797318
Plan number
001
Plan type
2
Location
Anniston, AL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328I20240315175325NAL0001144897001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1M total assets
Net assets$1MLiabilities
Money in vs. money out
Total income / additions$211K
Total expenses$26.6K
Benefits paid / distributions$20.9K
Contributions
Employer$85K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,009,427
Net assets (EOY)
$1,009,427
Net assets (BOY)
$825,101

Income & contributions

Employer contributions
$85,000
Total income / additions
$210,952

Expenses & distributions

Benefits paid
$20,927
Administrative expenses
$5,699
Total expenses
$26,626
Net increase / (decrease)
$184,326
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income10%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages