JOHN HOADLEY & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HOADLEY COMPANIES 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : THE HOADLEY COMPANIES 401K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-31 | 173842 |
| Net assets as of the end of the plan year | 2025-08-31 | 2721448 |
| Total assets as of the beginning of the plan year | 2025-08-31 | 2243138 |
| Value of plan covered by a fidelity bond | 2025-08-31 | 224314 |
| Participant contributions to plan in this plan year | 2025-08-31 | 154857 |
| Value of participant loans at end of plan year | 2025-08-31 | 479 |
| Other contributions to plan in this plan year | 2025-08-31 | 16191 |
| Other income to plan in this plan year | 2025-08-31 | 261104 |
| Plan net income in this plan year | 2025-08-31 | 478310 |
| Net assets as of the end of the plan year | 2025-08-31 | 2721448 |
| Net assets as of the beginning of the plan year | 2025-08-31 | 2243138 |
| Employer contributions to plan in this plan year | 2025-08-31 | 220000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-31 | 15902 |
| 2024 : THE HOADLEY COMPANIES 401K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-17 | 266648 |
| Net assets as of the end of the plan year | 2024-09-17 | 2243138 |
| Total assets as of the beginning of the plan year | 2024-09-17 | 1884194 |
| Value of plan covered by a fidelity bond | 2024-09-17 | 211818 |
| Participant contributions to plan in this plan year | 2024-09-17 | 119970 |
| Value of participant loans at end of plan year | 2024-09-17 | 7646 |
| Other contributions to plan in this plan year | 2024-09-17 | 32077 |
| Other income to plan in this plan year | 2024-09-17 | 273545 |
| Plan net income in this plan year | 2024-09-17 | 358944 |
| Net assets as of the end of the plan year | 2024-09-17 | 2243138 |
| Net assets as of the beginning of the plan year | 2024-09-17 | 1884194 |
| Employer contributions to plan in this plan year | 2024-09-17 | 200000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-17 | 13021 |
| 2012 : THE HOADLEY COMPANIES 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $115,721 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $64,841 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $59,077 |
| Total plan assets at end of year | 2012-12-31 | $619,316 |
| Total plan assets at beginning of year | 2012-12-31 | $568,436 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $10,048 |
| Other income received | 2012-12-31 | $77,673 |
| Net income (gross income less expenses) | 2012-12-31 | $50,880 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $619,316 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $568,436 |
| Assets. Value of participant loans | 2012-12-31 | $9,702 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $28,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,764 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : THE HOADLEY COMPANIES 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $8,103 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $8,102 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,833 |
| Total plan assets at end of year | 2011-12-31 | $568,436 |
| Total plan assets at beginning of year | 2011-12-31 | $568,435 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $20,441 |
| Other income received | 2011-12-31 | $-12,338 |
| Net income (gross income less expenses) | 2011-12-31 | $1 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $568,436 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $568,435 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $598 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,671 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : THE HOADLEY COMPANIES 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $111,449 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $60,337 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $52,403 |
| Total plan assets at end of year | 2010-12-31 | $568,435 |
| Total plan assets at beginning of year | 2010-12-31 | $517,323 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $18,753 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $21,919 |
| Other income received | 2010-12-31 | $70,777 |
| Net income (gross income less expenses) | 2010-12-31 | $51,112 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $568,435 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $517,323 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $2,140 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,794 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : THE HOADLEY COMPANIES 401K PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2012: THE HOADLEY COMPANIES 401K PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE HOADLEY COMPANIES 401K PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE HOADLEY COMPANIES 401K PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
