Ebby Halliday, Inc. Profit Sharing Plan — Form 5500 plan (Ebby Halliday, 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, Ebby Halliday, Inc. Profit Sharing Plan is a benefit plan reported by Ebby Halliday, Inc. under EIN 75-1039207 and plan number 002. The latest loaded filing year is 2023. The filing reports 265 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ebby Halliday, Inc.
EIN
75-1039207
Plan number
002
Plan type
2
Location
Plano, TX
Latest filing year
2023
Participants
265
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20250715090008NAL0001904929003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$617,909

Income & contributions

Total income / additions
$22,198

Expenses & distributions

Benefits paid
$617,909
Administrative expenses
$22,198
Total expenses
$640,107
Net increase / (decrease)
-$617,909

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lubbock National BankTRUSTEE/ADMIN$7,887$02023

Related Form 5500 pages