Original filing (PDF)20250328104911NAL0001009201001

HALLMARK MANAGEMENT INC

Name: HALLMARK MANAGEMENT INC — HALLMARK MANAGEMENT INC MCF BENEFIT PLAN, Form 5500 (2023)
Creator: HALLMARK MANAGEMENT INC

Form 5500-SF

FILING_RECEIVED

HALLMARK MANAGEMENT INC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$71K

Net assets (EOY)

$19K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALLMARK MANAGEMENT INC.

Plan sponsor

Name

HALLMARK MANAGEMENT INC

EIN

43-1848275all filings

Address

1355 E BRADFORD PKWY UNIT C · SPRINGFIELD, MO · 65804

Phone

(417) 864-8000

Industry

Real Estatesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

MILL HOUSE PROPERTIES, LLC

MILL HOUSE PROPERTIES, LLC 401(K) PROFIT SHARING PLAN

$71K · 10 participants

CG MANAGEMENT COMPANY LLC

CG MANAGEMENT COMPANY LLC 401K PROFIT SHARING PLAN

$71K · 9 participants

SKYLINE MANAGEMENT GROUP, INC.

SKYLINE MANAGEMENT 401(K) PLAN

$71K · 51 participants

BUSCH REAL ESTATE SERVICES, INC

BUSCH REAL ESTATE SERVICES, INC 401(K) PLAN

$71K · 2 participants

ARIA RESIDENTIAL LLC

ARIA RESIDENTIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.