How big is Hall and Associates' plan?

Hall and Associates' plan reported $768K in assets and 16 participants for 2023.

Original filing (PDF)20240528100450NAL0017958176001

Hall and Associates

Name: Hall and Associates — Hall and Associates 401(k), Form 5500 (2023)
Creator: Hall and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hall and Associates 401(k) Plan

401(k) retirement plan · Hall and Associates' Hall and Associates 401(k) Plan held $768K in plan assets for 16 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$768K

Net assets (EOY)

$768K

People on this filing

M. Wesley Hall III signed Hall and Associates' 2023 Form 5500 as plan administrator.

M. Wesley Hall III — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hall and Associates' EIN is 62-1136738.

EIN 62-1136738

Plan number 001

Plan year 2023

ACK ID 20240528100450NAL0017958176001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Hall and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Hall and Associates' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALL AND ASSOCIATES.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score