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| Plan Name | THE HALO FOUNDATION 403(B) RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | HALO FOUNDATION |
| Employer identification number (EIN): | 201794209 |
| NAIC Classification: | 624200 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | JOYCE NEUENSWANDER | 2024-08-07 | ||
| 001 | 2023-01-01 | JOYCE NEUENSWANDER | 2024-08-07 | ||
| 001 | 2022-01-01 | NICOLE GERKEN | 2023-06-21 | ||
| 001 | 2021-01-01 | JOYCE NEUENSWANDER | 2022-07-26 |
| Measure | Date | Value |
|---|---|---|
| 2024: THE HALO FOUNDATION 403(B) RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-08-07 | 32 |
| Total number of particpants at end of year | 2024-08-07 | 0 |
| Number of Participants With Account Balances | 2024-08-07 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE HALO FOUNDATION 403(B) RETIREMENT PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-08-07 | -208875 |
| Total liabilities as of the end of the plan year | 2024-08-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-07 | 2903 |
| Net assets as of the end of the plan year | 2024-08-07 | 0 |
| Total assets as of the beginning of the plan year | 2024-08-07 | 135775 |
| Participant contributions to plan in this plan year | 2024-08-07 | 8505 |
| Other expenses paid from plan in this plan year | 2024-08-07 | 0 |
| Other contributions to plan in this plan year | 2024-08-07 | 40020 |
| Other income to plan in this plan year | 2024-08-07 | 22993 |
| Plan net income in this plan year | 2024-08-07 | 73100 |
| Net assets as of the end of the plan year | 2024-08-07 | 0 |
| Net assets as of the beginning of the plan year | 2024-08-07 | 135775 |
| Employer contributions to plan in this plan year | 2024-08-07 | 4485 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-07 | 100 |
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