Hallmark Inns & Resorts, Inc. Employee Stock Ownership 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 & Resorts, Inc. Employee Stock Ownership Plan is a benefit plan reported by Hallmark Inns & Resorts, Inc. under EIN 91-0852009 and plan number 002. The latest loaded filing year is 2023. The filing reports 278 participants and $5,879,708 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
002
Plan type
2
Location
Lake Oswego, OR
Latest filing year
2023
Participants
278
End-of-year plan assets
$5,879,708

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H20250405124042NAL0013420113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,879,708
Total liabilities (EOY)
$869,975
Net assets (EOY)
$5,009,733
Net assets (BOY)
$5,589,922

Income & contributions

Employer contributions
$480,000
Total contributions
$480,000
Total income / additions
-$442,282

Expenses & distributions

Benefits paid
$90,545
Administrative expenses
$0
Total expenses
$137,907
Net increase / (decrease)
-$580,189

Service provider compensation (Schedule C)

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

Related Form 5500 pages