HALE RESERVATION, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF HALE RESERVATION, INC.
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF HALE RESERVATION, INC. 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-07-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-24 | 49237 |
| Net assets as of the end of the plan year | 2025-07-24 | 2684418 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 2176215 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-24 | 129940 |
| Value of participant loans at end of plan year | 2025-07-24 | 0 |
| Other income to plan in this plan year | 2025-07-24 | 345829 |
| Plan net income in this plan year | 2025-07-24 | 508203 |
| Net assets as of the end of the plan year | 2025-07-24 | 2684418 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 2176215 |
| Employer contributions to plan in this plan year | 2025-07-24 | 81671 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-24 | 15262 |
| 2024 : 403(B) THRIFT PLAN OF HALE RESERVATION, INC. 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-03 | 39798 |
| Net assets as of the end of the plan year | 2024-07-03 | 2176215 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 1648697 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 116468 |
| Value of participant loans at end of plan year | 2024-07-03 | 3330 |
| Other income to plan in this plan year | 2024-07-03 | 362009 |
| Plan net income in this plan year | 2024-07-03 | 527518 |
| Net assets as of the end of the plan year | 2024-07-03 | 2176215 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 1648697 |
| Employer contributions to plan in this plan year | 2024-07-03 | 88839 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 12587 |
| 2022 : 403(B) THRIFT PLAN OF HALE RESERVATION, INC. 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-09-09 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-09 | 11062 |
| Net assets as of the end of the plan year | 2022-09-09 | 1889333 |
| Total assets as of the beginning of the plan year | 2022-09-09 | 1509510 |
| Value of plan covered by a fidelity bond | 2022-09-09 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-09 | 87723 |
| Value of participant loans at end of plan year | 2022-09-09 | 17158 |
| Other income to plan in this plan year | 2022-09-09 | 222137 |
| Plan net income in this plan year | 2022-09-09 | 379823 |
| Net assets as of the end of the plan year | 2022-09-09 | 1889333 |
| Net assets as of the beginning of the plan year | 2022-09-09 | 1509510 |
| Employer contributions to plan in this plan year | 2022-09-09 | 81025 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-09 | 11062 |
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