Hallmark Aviation Services, Lp 401(K) Plan — Form 5500 plan (Hallmark Aviation Services, Lp)
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 Aviation Services, Lp 401(K) Plan is a benefit plan reported by Hallmark Aviation Services, Lp under EIN 95-4217627 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,519 participants and $17,882,089 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.9MPlan net assets, end of year$17,882,089
Participants1.5KCovered participants reported1,519
Assets / participant$11.8KComputed: assets ÷ participants$11,772 (computed)
Provider compensation$138.8K4 Schedule C provider row(s)$138,830
- Plan sponsor
- Hallmark Aviation Services, Lp
- EIN
- 95-4217627
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,519 | H, C | 20241014142734NAL0052671586001 |
Schedule H · 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)$17.9M total assets
Net assets$17.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $17,882,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,882,089
- Net assets (BOY)
- $14,928,315
Income & contributions
- Employer contributions
- $1,039,496
- Participant contributions
- $2,208,193
- Total contributions
- $3,302,797
- Total income / additions
- $5,648,673
Expenses & distributions
- Benefits paid
- $2,544,094
- Administrative expenses
- $110,825
- Total expenses
- $2,694,899
- Net increase / (decrease)
- $2,953,774
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.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $60,555 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $53,126 | $0 | 2023 |
| Pentegra Services Inc | CONTRACT ADMIN | $21,149 | not reported in the loaded dataset | 2023 |
| Hallmark Aviation Services, L.P. | OTHER | $4,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hallmark Aviation Services, Lp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Pentegra Services Inc — Schedule C compensation
- Hallmark Aviation Services, L.P. — Schedule C compensation