Hallmark Inns 401(K) Plan — Form 5500 plan (Hallmark Inns & Resorts, 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, Hallmark Inns 401(K) Plan is a benefit plan reported by Hallmark Inns & Resorts, Inc. under EIN 91-0852009 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $4,895,986 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hallmark Inns & Resorts, Inc.
EIN
91-0852009
Plan number
001
Plan type
2
Location
Lake Oswego, OR
Latest filing year
2023
Participants
379
End-of-year plan assets
$4,895,986

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023379H, C20250226131755NAL0000455187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,895,986
Total liabilities (EOY)
$0
Net assets (EOY)
$4,895,986
Net assets (BOY)
$4,266,908

Income & contributions

Employer contributions
$146,355
Participant contributions
$434,485
Total contributions
$688,592
Total income / additions
$1,711,818

Expenses & distributions

Benefits paid
$1,027,860
Administrative expenses
$46,756
Total expenses
$1,082,740
Net increase / (decrease)
$629,078

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$24,324$02023
Foster & WoodNONE$22,432not reported in the loaded dataset2023

Related Form 5500 pages