Halff Associates Inc. 401(K) Plan — Form 5500 plan (Halff Associates, 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, Halff Associates Inc. 401(K) Plan is a benefit plan reported by Halff Associates, Inc under EIN 75-1308699 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,837 participants and $168,081,749 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Halff Associates, Inc
EIN
75-1308699
Plan number
001
Plan type
2
Location
Richardson, TX
Latest filing year
2023
Participants
1,837
End-of-year plan assets
$168,081,749

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,837H, C20241014141052NAL0046307424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$168,081,749
Total liabilities (EOY)
$0
Net assets (EOY)
$168,081,749
Net assets (BOY)
$136,204,456

Income & contributions

Employer contributions
$3,334,943
Participant contributions
$10,519,691
Total contributions
$15,841,150
Total income / additions
$39,398,962

Expenses & distributions

Benefits paid
$7,457,162
Administrative expenses
$64,507
Total expenses
$7,521,669
Net increase / (decrease)
$31,877,293

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCINVESTMENT ADVISOR$59,969not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$16,909$02023

Related Form 5500 pages