401k Plan data: THE HALLEN SCHOOL PENSION PLAN plan

THE HALLEN SCHOOL PENSION PLAN 401k Plan overview

Plan Name	THE HALLEN SCHOOL PENSION PLAN
Plan identification number	002

THE HALLEN SCHOOL PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HALLEN CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: HALLEN CENTER, INC.

Employer identification number (EIN): 132708737

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HALLEN SCHOOL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-09-01 JENNIFER DICOSIMO 2024-06-10
002 2021-09-01 JENNIFER DICOSIMO 2023-06-07
002 2020-09-01 JENNIFER DICOSIMO 2022-06-06
002 2019-09-01 JENNIFER DICOSIMO 2021-06-02
002 2016-09-01 JENNIFER DICOSIMO
002 2015-09-01 JENNIFER DICOSIMO
002 2013-09-01 EDWARD LEVINE 2015-06-04
002 2012-09-01 EDWARD LEVINE 2014-06-02
002 2011-09-01 EDWARD LEVINE 2013-05-31
002 2010-09-01 EDWARD LEVINE 2012-05-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-09-01	JENNIFER DICOSIMO	2024-06-10
002	2021-09-01	JENNIFER DICOSIMO	2023-06-07
002	2020-09-01	JENNIFER DICOSIMO	2022-06-06
002	2019-09-01	JENNIFER DICOSIMO	2021-06-02
002	2016-09-01	JENNIFER DICOSIMO
002	2015-09-01	JENNIFER DICOSIMO
002	2013-09-01	EDWARD LEVINE	2015-06-04
002	2012-09-01	EDWARD LEVINE	2014-06-02
002	2011-09-01	EDWARD LEVINE	2013-05-31
002	2010-09-01	EDWARD LEVINE	2012-05-10

Plan Statistics for THE HALLEN SCHOOL PENSION PLAN

401k plan membership statisitcs for THE HALLEN SCHOOL PENSION PLAN

Measure Date Value
2025: THE HALLEN SCHOOL PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-09 14
Total number of particpants at end of year 2025-06-09 14
2023: THE HALLEN SCHOOL PENSION PLAN 2023 401k membership
Market value of plan assets 2023-08-31 2,132,860
Acturial value of plan assets 2023-08-31 2,132,860
Funding target for retired participants and beneficiaries receiving payment 2023-08-31 2,006,580
Number of terminated vested participants 2023-08-31 4
Fundng target for terminated vested participants 2023-08-31 179,306
Active participant vested funding target 2023-08-31 83,197
Number of active participants 2023-08-31 1
Total funding liabilities for active participants 2023-08-31 83,197
Total participant count 2023-08-31 14
Total funding target for all participants 2023-08-31 2,269,083
Balance at beginning of prior year after applicable adjustments 2023-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-08-31 0
Prefunding balanced used to offset prior years funding requirement 2023-08-31 0
Amount remaining of carryover balance 2023-08-31 0
Amount remaining of prefunding balance 2023-08-31 0
Present value of excess contributions 2023-08-31 4,655
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-08-31 4,655
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-08-31 0
Reductions in caryover balances due to elections or deemed elections 2023-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-08-31 0
Balance of carryovers at beginning of current year 2023-08-31 0
Balance of prefunding at beginning of current year 2023-08-31 0
Total employer contributions 2023-08-31 200,213
Total employee contributions 2023-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-08-31 195,915
Unpaid minimum required contributions for all prior years 2023-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-08-31 0
Remaining amount of unpaid minimum required contributions 2023-08-31 0
Minimum required contributions for current year target normal cost 2023-08-31 10,290
Net shortfall amortization installment of oustanding balance 2023-08-31 136,223
Waiver amortization installment 2023-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-08-31 22,879
Additional cash requirement 2023-08-31 22,879
Contributions allocatedtoward minimum required contributions for current year 2023-08-31 195,915
Unpaid minimum required contributions for current year 2023-08-31 0
Unpaid minimum required contributions for all years 2023-08-31 0
2022: THE HALLEN SCHOOL PENSION PLAN 2022 401k membership
Market value of plan assets 2022-08-31 2,170,364
Acturial value of plan assets 2022-08-31 2,170,364
Funding target for retired participants and beneficiaries receiving payment 2022-08-31 2,653,889
Number of terminated vested participants 2022-08-31 4
Fundng target for terminated vested participants 2022-08-31 165,067
Active participant vested funding target 2022-08-31 75,308
Number of active participants 2022-08-31 1
Total funding liabilities for active participants 2022-08-31 75,308
Total participant count 2022-08-31 15
Total funding target for all participants 2022-08-31 2,894,264
Balance at beginning of prior year after applicable adjustments 2022-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-08-31 0
Prefunding balanced used to offset prior years funding requirement 2022-08-31 0
Amount remaining of carryover balance 2022-08-31 0
Amount remaining of prefunding balance 2022-08-31 0
Present value of excess contributions 2022-08-31 3,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-08-31 3,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-08-31 0
Reductions in caryover balances due to elections or deemed elections 2022-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-08-31 0
Balance of carryovers at beginning of current year 2022-08-31 0
Balance of prefunding at beginning of current year 2022-08-31 0
Total employer contributions 2022-08-31 215,670
Total employee contributions 2022-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-08-31 206,097
Unpaid minimum required contributions for all prior years 2022-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-08-31 0
Remaining amount of unpaid minimum required contributions 2022-08-31 0
Minimum required contributions for current year target normal cost 2022-08-31 17,625
Net shortfall amortization installment of oustanding balance 2022-08-31 723,900
Waiver amortization installment 2022-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-08-31 201,442
Carryover balance elected to use to offset funding requirement 2022-08-31 0
Prefunding balance elected to use to offset funding requirement 2022-08-31 0
Additional cash requirement 2022-08-31 201,442
Contributions allocatedtoward minimum required contributions for current year 2022-08-31 206,097
Unpaid minimum required contributions for current year 2022-08-31 0
Unpaid minimum required contributions for all years 2022-08-31 0
2021: THE HALLEN SCHOOL PENSION PLAN 2021 401k membership
Market value of plan assets 2021-08-31 2,638,106
Acturial value of plan assets 2021-08-31 2,638,106
Funding target for retired participants and beneficiaries receiving payment 2021-08-31 2,332,765
Number of terminated vested participants 2021-08-31 4
Fundng target for terminated vested participants 2021-08-31 152,841
Active participant vested funding target 2021-08-31 453,706
Number of active participants 2021-08-31 3
Total funding liabilities for active participants 2021-08-31 453,706
Total participant count 2021-08-31 16
Total funding target for all participants 2021-08-31 2,939,312
Balance at beginning of prior year after applicable adjustments 2021-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-08-31 0
Prefunding balanced used to offset prior years funding requirement 2021-08-31 0
Amount remaining of carryover balance 2021-08-31 0
Amount remaining of prefunding balance 2021-08-31 0
Present value of excess contributions 2021-08-31 2,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-08-31 2,124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-08-31 0
Reductions in caryover balances due to elections or deemed elections 2021-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-08-31 0
Balance of carryovers at beginning of current year 2021-08-31 0
Balance of prefunding at beginning of current year 2021-08-31 0
Total employer contributions 2021-08-31 155,103
Total employee contributions 2021-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-08-31 147,202
Unpaid minimum required contributions for all prior years 2021-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-08-31 0
Remaining amount of unpaid minimum required contributions 2021-08-31 0
Minimum required contributions for current year target normal cost 2021-08-31 10,304
Net shortfall amortization installment of oustanding balance 2021-08-31 301,206
Waiver amortization installment 2021-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-08-31 143,747
Additional cash requirement 2021-08-31 143,747
Contributions allocatedtoward minimum required contributions for current year 2021-08-31 147,202
Unpaid minimum required contributions for current year 2021-08-31 0
Unpaid minimum required contributions for all years 2021-08-31 0
2020: THE HALLEN SCHOOL PENSION PLAN 2020 401k membership
Market value of plan assets 2020-08-31 2,367,163
Acturial value of plan assets 2020-08-31 2,367,163
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 2,479,610
Number of terminated vested participants 2020-08-31 4
Fundng target for terminated vested participants 2020-08-31 147,081
Active participant vested funding target 2020-08-31 438,607
Number of active participants 2020-08-31 3
Total funding liabilities for active participants 2020-08-31 438,607
Total participant count 2020-08-31 16
Total funding target for all participants 2020-08-31 3,065,298
Balance at beginning of prior year after applicable adjustments 2020-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-08-31 0
Prefunding balanced used to offset prior years funding requirement 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 0
Amount remaining of prefunding balance 2020-08-31 0
Present value of excess contributions 2020-08-31 717
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 717
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 0
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 0
Balance of carryovers at beginning of current year 2020-08-31 0
Balance of prefunding at beginning of current year 2020-08-31 0
Total employer contributions 2020-08-31 183,139
Total employee contributions 2020-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 177,607
Unpaid minimum required contributions for all prior years 2020-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-08-31 0
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 16,036
Net shortfall amortization installment of oustanding balance 2020-08-31 698,135
Waiver amortization installment 2020-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-08-31 175,483
Carryover balance elected to use to offset funding requirement 2020-08-31 0
Prefunding balance elected to use to offset funding requirement 2020-08-31 0
Additional cash requirement 2020-08-31 175,483
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 177,607
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: THE HALLEN SCHOOL PENSION PLAN 2019 401k membership
Market value of plan assets 2019-08-31 2,526,264
Acturial value of plan assets 2019-08-31 2,526,264
Funding target for retired participants and beneficiaries receiving payment 2019-08-31 2,546,972
Number of terminated vested participants 2019-08-31 4
Fundng target for terminated vested participants 2019-08-31 135,324
Active participant vested funding target 2019-08-31 405,485
Number of active participants 2019-08-31 3
Total funding liabilities for active participants 2019-08-31 405,485
Total participant count 2019-08-31 16
Total funding target for all participants 2019-08-31 3,087,781
Balance at beginning of prior year after applicable adjustments 2019-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-08-31 0
Prefunding balanced used to offset prior years funding requirement 2019-08-31 0
Amount remaining of carryover balance 2019-08-31 0
Amount remaining of prefunding balance 2019-08-31 0
Present value of excess contributions 2019-08-31 46,392
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-08-31 46,392
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-08-31 0
Reductions in caryover balances due to elections or deemed elections 2019-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-08-31 0
Balance of carryovers at beginning of current year 2019-08-31 0
Balance of prefunding at beginning of current year 2019-08-31 0
Total employer contributions 2019-08-31 49,183
Total employee contributions 2019-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-08-31 46,355
Liquidity shortfalls end of Q1 2019-08-31 0
Liquidity shortfalls end of Q2 2019-08-31 0
Liquidity shortfalls end of Q3 2019-08-31 0
Liquidity shortfalls end of Q4 2019-08-31 0
Unpaid minimum required contributions for all prior years 2019-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-08-31 0
Remaining amount of unpaid minimum required contributions 2019-08-31 0
Minimum required contributions for current year target normal cost 2019-08-31 8,600
Net shortfall amortization installment of oustanding balance 2019-08-31 561,517
Waiver amortization installment 2019-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-08-31 45,638
Carryover balance elected to use to offset funding requirement 2019-08-31 0
Prefunding balance elected to use to offset funding requirement 2019-08-31 0
Additional cash requirement 2019-08-31 45,638
Contributions allocatedtoward minimum required contributions for current year 2019-08-31 46,355
Unpaid minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for all years 2019-08-31 0
2018: THE HALLEN SCHOOL PENSION PLAN 2018 401k membership
Market value of plan assets 2018-08-31 2,608,227
Acturial value of plan assets 2018-08-31 2,608,227
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 2,620,346
Number of terminated vested participants 2018-08-31 4
Fundng target for terminated vested participants 2018-08-31 119,939
Active participant vested funding target 2018-08-31 359,499
Number of active participants 2018-08-31 3
Total funding liabilities for active participants 2018-08-31 359,499
Total participant count 2018-08-31 16
Total funding target for all participants 2018-08-31 3,099,784
Balance at beginning of prior year after applicable adjustments 2018-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-31 0
Prefunding balanced used to offset prior years funding requirement 2018-08-31 0
Amount remaining of carryover balance 2018-08-31 0
Amount remaining of prefunding balance 2018-08-31 0
Present value of excess contributions 2018-08-31 1,501
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 1,501
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-31 0
Reductions in caryover balances due to elections or deemed elections 2018-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-31 0
Balance of carryovers at beginning of current year 2018-08-31 0
Balance of prefunding at beginning of current year 2018-08-31 0
Total employer contributions 2018-08-31 139,529
Total employee contributions 2018-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 132,546
Liquidity shortfalls end of Q1 2018-08-31 0
Liquidity shortfalls end of Q2 2018-08-31 0
Liquidity shortfalls end of Q3 2018-08-31 0
Liquidity shortfalls end of Q4 2018-08-31 0
Unpaid minimum required contributions for all prior years 2018-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-31 0
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 6,560
Net shortfall amortization installment of oustanding balance 2018-08-31 491,557
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 86,154
Carryover balance elected to use to offset funding requirement 2018-08-31 0
Prefunding balance elected to use to offset funding requirement 2018-08-31 0
Additional cash requirement 2018-08-31 86,154
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 132,546
Unpaid minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for all years 2018-08-31 0
2017: THE HALLEN SCHOOL PENSION PLAN 2017 401k membership
Market value of plan assets 2017-08-31 2,809,601
Acturial value of plan assets 2017-08-31 2,809,601
Funding target for retired participants and beneficiaries receiving payment 2017-08-31 2,550,330
Number of terminated vested participants 2017-08-31 4
Fundng target for terminated vested participants 2017-08-31 109,239
Active participant vested funding target 2017-08-31 433,440
Number of active participants 2017-08-31 4
Total funding liabilities for active participants 2017-08-31 433,440
Total participant count 2017-08-31 17
Total funding target for all participants 2017-08-31 3,093,009
Balance at beginning of prior year after applicable adjustments 2017-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-08-31 0
Prefunding balanced used to offset prior years funding requirement 2017-08-31 0
Amount remaining of carryover balance 2017-08-31 0
Amount remaining of prefunding balance 2017-08-31 0
Present value of excess contributions 2017-08-31 1,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-31 1,248
Reductions in prefunding balances due to elections or deemed elections 2017-08-31 0
Balance of carryovers at beginning of current year 2017-08-31 0
Balance of prefunding at beginning of current year 2017-08-31 0
Total employer contributions 2017-08-31 99,957
Total employee contributions 2017-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-08-31 94,257
Liquidity shortfalls end of Q1 2017-08-31 0
Liquidity shortfalls end of Q2 2017-08-31 0
Liquidity shortfalls end of Q3 2017-08-31 0
Liquidity shortfalls end of Q4 2017-08-31 0
Unpaid minimum required contributions for all prior years 2017-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-08-31 0
Remaining amount of unpaid minimum required contributions 2017-08-31 0
Minimum required contributions for current year target normal cost 2017-08-31 7,785
Net shortfall amortization installment of oustanding balance 2017-08-31 283,408
Waiver amortization installment 2017-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-08-31 92,756
Carryover balance elected to use to offset funding requirement 2017-08-31 0
Prefunding balance elected to use to offset funding requirement 2017-08-31 0
Additional cash requirement 2017-08-31 92,756
Contributions allocatedtoward minimum required contributions for current year 2017-08-31 94,257
Unpaid minimum required contributions for current year 2017-08-31 0
Unpaid minimum required contributions for all years 2017-08-31 0
2016: THE HALLEN SCHOOL PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 4
Number of retired or separated participants receiving benefits 2016-09-01 9
Number of other retired or separated participants entitled to future benefits 2016-09-01 4
Total of all active and inactive participants 2016-09-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: THE HALLEN SCHOOL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 4
Number of retired or separated participants receiving benefits 2015-09-01 9
Number of other retired or separated participants entitled to future benefits 2015-09-01 4
Total of all active and inactive participants 2015-09-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0

Measure	Date	Value
2025: THE HALLEN SCHOOL PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-09	14
Total number of particpants at end of year	2025-06-09	14
2023: THE HALLEN SCHOOL PENSION PLAN 2023 401k membership
Market value of plan assets	2023-08-31	2,132,860
Acturial value of plan assets	2023-08-31	2,132,860
Funding target for retired participants and beneficiaries receiving payment	2023-08-31	2,006,580
Number of terminated vested participants	2023-08-31	4
Fundng target for terminated vested participants	2023-08-31	179,306
Active participant vested funding target	2023-08-31	83,197
Number of active participants	2023-08-31	1
Total funding liabilities for active participants	2023-08-31	83,197
Total participant count	2023-08-31	14
Total funding target for all participants	2023-08-31	2,269,083
Balance at beginning of prior year after applicable adjustments	2023-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-08-31	0
Prefunding balanced used to offset prior years funding requirement	2023-08-31	0
Amount remaining of carryover balance	2023-08-31	0
Amount remaining of prefunding balance	2023-08-31	0
Present value of excess contributions	2023-08-31	4,655
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-08-31	4,655
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-08-31	0
Reductions in caryover balances due to elections or deemed elections	2023-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-08-31	0
Balance of carryovers at beginning of current year	2023-08-31	0
Balance of prefunding at beginning of current year	2023-08-31	0
Total employer contributions	2023-08-31	200,213
Total employee contributions	2023-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-08-31	195,915
Unpaid minimum required contributions for all prior years	2023-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-08-31	0
Remaining amount of unpaid minimum required contributions	2023-08-31	0
Minimum required contributions for current year target normal cost	2023-08-31	10,290
Net shortfall amortization installment of oustanding balance	2023-08-31	136,223
Waiver amortization installment	2023-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-08-31	22,879
Additional cash requirement	2023-08-31	22,879
Contributions allocatedtoward minimum required contributions for current year	2023-08-31	195,915
Unpaid minimum required contributions for current year	2023-08-31	0
Unpaid minimum required contributions for all years	2023-08-31	0
2022: THE HALLEN SCHOOL PENSION PLAN 2022 401k membership
Market value of plan assets	2022-08-31	2,170,364
Acturial value of plan assets	2022-08-31	2,170,364
Funding target for retired participants and beneficiaries receiving payment	2022-08-31	2,653,889
Number of terminated vested participants	2022-08-31	4
Fundng target for terminated vested participants	2022-08-31	165,067
Active participant vested funding target	2022-08-31	75,308
Number of active participants	2022-08-31	1
Total funding liabilities for active participants	2022-08-31	75,308
Total participant count	2022-08-31	15
Total funding target for all participants	2022-08-31	2,894,264
Balance at beginning of prior year after applicable adjustments	2022-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-08-31	0
Prefunding balanced used to offset prior years funding requirement	2022-08-31	0
Amount remaining of carryover balance	2022-08-31	0
Amount remaining of prefunding balance	2022-08-31	0
Present value of excess contributions	2022-08-31	3,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-08-31	3,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-08-31	0
Reductions in caryover balances due to elections or deemed elections	2022-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-08-31	0
Balance of carryovers at beginning of current year	2022-08-31	0
Balance of prefunding at beginning of current year	2022-08-31	0
Total employer contributions	2022-08-31	215,670
Total employee contributions	2022-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-08-31	206,097
Unpaid minimum required contributions for all prior years	2022-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-08-31	0
Remaining amount of unpaid minimum required contributions	2022-08-31	0
Minimum required contributions for current year target normal cost	2022-08-31	17,625
Net shortfall amortization installment of oustanding balance	2022-08-31	723,900
Waiver amortization installment	2022-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-08-31	201,442
Carryover balance elected to use to offset funding requirement	2022-08-31	0
Prefunding balance elected to use to offset funding requirement	2022-08-31	0
Additional cash requirement	2022-08-31	201,442
Contributions allocatedtoward minimum required contributions for current year	2022-08-31	206,097
Unpaid minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for all years	2022-08-31	0
2021: THE HALLEN SCHOOL PENSION PLAN 2021 401k membership
Market value of plan assets	2021-08-31	2,638,106
Acturial value of plan assets	2021-08-31	2,638,106
Funding target for retired participants and beneficiaries receiving payment	2021-08-31	2,332,765
Number of terminated vested participants	2021-08-31	4
Fundng target for terminated vested participants	2021-08-31	152,841
Active participant vested funding target	2021-08-31	453,706
Number of active participants	2021-08-31	3
Total funding liabilities for active participants	2021-08-31	453,706
Total participant count	2021-08-31	16
Total funding target for all participants	2021-08-31	2,939,312
Balance at beginning of prior year after applicable adjustments	2021-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-08-31	0
Prefunding balanced used to offset prior years funding requirement	2021-08-31	0
Amount remaining of carryover balance	2021-08-31	0
Amount remaining of prefunding balance	2021-08-31	0
Present value of excess contributions	2021-08-31	2,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-31	2,124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-08-31	0
Reductions in caryover balances due to elections or deemed elections	2021-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-08-31	0
Balance of carryovers at beginning of current year	2021-08-31	0
Balance of prefunding at beginning of current year	2021-08-31	0
Total employer contributions	2021-08-31	155,103
Total employee contributions	2021-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-08-31	147,202
Unpaid minimum required contributions for all prior years	2021-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-08-31	0
Remaining amount of unpaid minimum required contributions	2021-08-31	0
Minimum required contributions for current year target normal cost	2021-08-31	10,304
Net shortfall amortization installment of oustanding balance	2021-08-31	301,206
Waiver amortization installment	2021-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-08-31	143,747
Additional cash requirement	2021-08-31	143,747
Contributions allocatedtoward minimum required contributions for current year	2021-08-31	147,202
Unpaid minimum required contributions for current year	2021-08-31	0
Unpaid minimum required contributions for all years	2021-08-31	0
2020: THE HALLEN SCHOOL PENSION PLAN 2020 401k membership
Market value of plan assets	2020-08-31	2,367,163
Acturial value of plan assets	2020-08-31	2,367,163
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	2,479,610
Number of terminated vested participants	2020-08-31	4
Fundng target for terminated vested participants	2020-08-31	147,081
Active participant vested funding target	2020-08-31	438,607
Number of active participants	2020-08-31	3
Total funding liabilities for active participants	2020-08-31	438,607
Total participant count	2020-08-31	16
Total funding target for all participants	2020-08-31	3,065,298
Balance at beginning of prior year after applicable adjustments	2020-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	0
Amount remaining of prefunding balance	2020-08-31	0
Present value of excess contributions	2020-08-31	717
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	717
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	0
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	0
Total employer contributions	2020-08-31	183,139
Total employee contributions	2020-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	177,607
Unpaid minimum required contributions for all prior years	2020-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	16,036
Net shortfall amortization installment of oustanding balance	2020-08-31	698,135
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	175,483
Carryover balance elected to use to offset funding requirement	2020-08-31	0
Prefunding balance elected to use to offset funding requirement	2020-08-31	0
Additional cash requirement	2020-08-31	175,483
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	177,607
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: THE HALLEN SCHOOL PENSION PLAN 2019 401k membership
Market value of plan assets	2019-08-31	2,526,264
Acturial value of plan assets	2019-08-31	2,526,264
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	2,546,972
Number of terminated vested participants	2019-08-31	4
Fundng target for terminated vested participants	2019-08-31	135,324
Active participant vested funding target	2019-08-31	405,485
Number of active participants	2019-08-31	3
Total funding liabilities for active participants	2019-08-31	405,485
Total participant count	2019-08-31	16
Total funding target for all participants	2019-08-31	3,087,781
Balance at beginning of prior year after applicable adjustments	2019-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-08-31	0
Prefunding balanced used to offset prior years funding requirement	2019-08-31	0
Amount remaining of carryover balance	2019-08-31	0
Amount remaining of prefunding balance	2019-08-31	0
Present value of excess contributions	2019-08-31	46,392
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	46,392
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-31	0
Reductions in caryover balances due to elections or deemed elections	2019-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-08-31	0
Balance of carryovers at beginning of current year	2019-08-31	0
Balance of prefunding at beginning of current year	2019-08-31	0
Total employer contributions	2019-08-31	49,183
Total employee contributions	2019-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-31	46,355
Liquidity shortfalls end of Q1	2019-08-31	0
Liquidity shortfalls end of Q2	2019-08-31	0
Liquidity shortfalls end of Q3	2019-08-31	0
Liquidity shortfalls end of Q4	2019-08-31	0
Unpaid minimum required contributions for all prior years	2019-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-08-31	0
Remaining amount of unpaid minimum required contributions	2019-08-31	0
Minimum required contributions for current year target normal cost	2019-08-31	8,600
Net shortfall amortization installment of oustanding balance	2019-08-31	561,517
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	45,638
Carryover balance elected to use to offset funding requirement	2019-08-31	0
Prefunding balance elected to use to offset funding requirement	2019-08-31	0
Additional cash requirement	2019-08-31	45,638
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	46,355
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: THE HALLEN SCHOOL PENSION PLAN 2018 401k membership
Market value of plan assets	2018-08-31	2,608,227
Acturial value of plan assets	2018-08-31	2,608,227
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	2,620,346
Number of terminated vested participants	2018-08-31	4
Fundng target for terminated vested participants	2018-08-31	119,939
Active participant vested funding target	2018-08-31	359,499
Number of active participants	2018-08-31	3
Total funding liabilities for active participants	2018-08-31	359,499
Total participant count	2018-08-31	16
Total funding target for all participants	2018-08-31	3,099,784
Balance at beginning of prior year after applicable adjustments	2018-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-31	0
Prefunding balanced used to offset prior years funding requirement	2018-08-31	0
Amount remaining of carryover balance	2018-08-31	0
Amount remaining of prefunding balance	2018-08-31	0
Present value of excess contributions	2018-08-31	1,501
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	1,501
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-31	0
Reductions in caryover balances due to elections or deemed elections	2018-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-31	0
Balance of carryovers at beginning of current year	2018-08-31	0
Balance of prefunding at beginning of current year	2018-08-31	0
Total employer contributions	2018-08-31	139,529
Total employee contributions	2018-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	132,546
Liquidity shortfalls end of Q1	2018-08-31	0
Liquidity shortfalls end of Q2	2018-08-31	0
Liquidity shortfalls end of Q3	2018-08-31	0
Liquidity shortfalls end of Q4	2018-08-31	0
Unpaid minimum required contributions for all prior years	2018-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-31	0
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	6,560
Net shortfall amortization installment of oustanding balance	2018-08-31	491,557
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	86,154
Carryover balance elected to use to offset funding requirement	2018-08-31	0
Prefunding balance elected to use to offset funding requirement	2018-08-31	0
Additional cash requirement	2018-08-31	86,154
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	132,546
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0
2017: THE HALLEN SCHOOL PENSION PLAN 2017 401k membership
Market value of plan assets	2017-08-31	2,809,601
Acturial value of plan assets	2017-08-31	2,809,601
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	2,550,330
Number of terminated vested participants	2017-08-31	4
Fundng target for terminated vested participants	2017-08-31	109,239
Active participant vested funding target	2017-08-31	433,440
Number of active participants	2017-08-31	4
Total funding liabilities for active participants	2017-08-31	433,440
Total participant count	2017-08-31	17
Total funding target for all participants	2017-08-31	3,093,009
Balance at beginning of prior year after applicable adjustments	2017-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-08-31	0
Prefunding balanced used to offset prior years funding requirement	2017-08-31	0
Amount remaining of carryover balance	2017-08-31	0
Amount remaining of prefunding balance	2017-08-31	0
Present value of excess contributions	2017-08-31	1,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	1,248
Reductions in prefunding balances due to elections or deemed elections	2017-08-31	0
Balance of carryovers at beginning of current year	2017-08-31	0
Balance of prefunding at beginning of current year	2017-08-31	0
Total employer contributions	2017-08-31	99,957
Total employee contributions	2017-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-31	94,257
Liquidity shortfalls end of Q1	2017-08-31	0
Liquidity shortfalls end of Q2	2017-08-31	0
Liquidity shortfalls end of Q3	2017-08-31	0
Liquidity shortfalls end of Q4	2017-08-31	0
Unpaid minimum required contributions for all prior years	2017-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-08-31	0
Remaining amount of unpaid minimum required contributions	2017-08-31	0
Minimum required contributions for current year target normal cost	2017-08-31	7,785
Net shortfall amortization installment of oustanding balance	2017-08-31	283,408
Waiver amortization installment	2017-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-08-31	92,756
Carryover balance elected to use to offset funding requirement	2017-08-31	0
Prefunding balance elected to use to offset funding requirement	2017-08-31	0
Additional cash requirement	2017-08-31	92,756
Contributions allocatedtoward minimum required contributions for current year	2017-08-31	94,257
Unpaid minimum required contributions for current year	2017-08-31	0
Unpaid minimum required contributions for all years	2017-08-31	0
2016: THE HALLEN SCHOOL PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	4
Number of retired or separated participants receiving benefits	2016-09-01	9
Number of other retired or separated participants entitled to future benefits	2016-09-01	4
Total of all active and inactive participants	2016-09-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: THE HALLEN SCHOOL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	4
Number of retired or separated participants receiving benefits	2015-09-01	9
Number of other retired or separated participants entitled to future benefits	2015-09-01	4
Total of all active and inactive participants	2015-09-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0

Financial Data on THE HALLEN SCHOOL PENSION PLAN

Measure	Date	Value
2025 : THE HALLEN SCHOOL PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-06-09	0
Total liabilities as of the end of the plan year	2025-06-09	0
Total liabilities as of the beginning of the plan year	2025-06-09	0
Total expenses incurred by plan in this plan year	2025-06-09	254506
Net assets as of the end of the plan year	2025-06-09	2480054
Total assets as of the beginning of the plan year	2025-06-09	2333076
Value of plan covered by a fidelity bond	2025-06-09	500000
Participant contributions to plan in this plan year	2025-06-09	0
Other expenses paid from plan in this plan year	2025-06-09	16372
Other contributions to plan in this plan year	2025-06-09	0
Other income to plan in this plan year	2025-06-09	333510
Plan net income in this plan year	2025-06-09	146978
Net assets as of the end of the plan year	2025-06-09	2480054
Net assets as of the beginning of the plan year	2025-06-09	2333076
Employer contributions to plan in this plan year	2025-06-09	67974
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-09	0
2018 : THE HALLEN SCHOOL PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
2017 : THE HALLEN SCHOOL PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-08-31	$0
Total plan liabilities at beginning of year	2017-08-31	$0
Total income from all sources	2017-08-31	$309,076
Expenses. Total of all expenses incurred	2017-08-31	$317,874
Benefits paid (including direct rollovers)	2017-08-31	$290,030
Total plan assets at end of year	2017-08-31	$2,887,914
Total plan assets at beginning of year	2017-08-31	$2,896,712
Value of fidelity bond covering the plan	2017-08-31	$500,000
Total contributions received or receivable from participants	2017-08-31	$0
Expenses. Other expenses not covered elsewhere	2017-08-31	$20,059
Contributions received from other sources (not participants or employers)	2017-08-31	$0
Other income received	2017-08-31	$209,119
Net income (gross income less expenses)	2017-08-31	$-8,798
Net plan assets at end of year (total assets less liabilities)	2017-08-31	$2,887,914
Net plan assets at beginning of year (total assets less liabilities)	2017-08-31	$2,896,712
Total contributions received or receivable from employer(s)	2017-08-31	$99,957
Expenses. Administrative service providers (salaries,fees and commissions)	2017-08-31	$7,785
2016 : THE HALLEN SCHOOL PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-08-31	$0
Total plan liabilities at beginning of year	2016-08-31	$18,804
Total income from all sources	2016-08-31	$327,077
Expenses. Total of all expenses incurred	2016-08-31	$311,118
Benefits paid (including direct rollovers)	2016-08-31	$282,244
Total plan assets at end of year	2016-08-31	$2,896,712
Total plan assets at beginning of year	2016-08-31	$2,899,557
Value of fidelity bond covering the plan	2016-08-31	$500,000
Total contributions received or receivable from participants	2016-08-31	$0
Assets. Value of loans (other than to participants)	2016-08-31	$0
Expenses. Other expenses not covered elsewhere	2016-08-31	$22,889
Contributions received from other sources (not participants or employers)	2016-08-31	$0
Other income received	2016-08-31	$246,973
Noncash contributions received	2016-08-31	$0
Net income (gross income less expenses)	2016-08-31	$15,959
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$2,896,712
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$2,880,753
Total contributions received or receivable from employer(s)	2016-08-31	$80,104
Expenses. Administrative service providers (salaries,fees and commissions)	2016-08-31	$5,985
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0

Form 5500 Responses for THE HALLEN SCHOOL PENSION PLAN

2016: THE HALLEN SCHOOL PENSION PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: THE HALLEN SCHOOL PENSION PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	HALLEN CENTER, INC.
Employer identification number (EIN):	132708737
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services