401k Plan data: HALL & CO., INC. 401(K) PLAN plan

HALL & CO., INC. 401(K) PLAN 401k Plan overview

Plan Name	HALL & CO., INC. 401(K) PLAN
Plan identification number	001

HALL & CO., INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HALL & CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: HALL & CO., INC.

Employer identification number (EIN): 205945837

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALL & CO., INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-11-01 SUSAN HALL
001 2014-11-01 SUSAN HALL
001 2013-11-01 SUSAN HALL
001 2012-11-01 SUSAN HALL
001 2011-11-01 SUSAN HALL
001 2010-11-01 SUSAN HALL
001 2009-11-01 SUSAN HALL
001 2008-11-01

Plan Statistics for HALL & CO., INC. 401(K) PLAN

401k plan membership statisitcs for HALL & CO., INC. 401(K) PLAN

Measure Date Value
2015: HALL & CO., INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 34
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 0
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 0
Total of all active and inactive participants 2015-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 0
Number of participants with account balances 2015-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: HALL & CO., INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 42
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 40
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 1
Total of all active and inactive participants 2014-11-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 41
Number of participants with account balances 2014-11-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: HALL & CO., INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 44
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 39
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 1
Total of all active and inactive participants 2013-11-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 40
Number of participants with account balances 2013-11-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: HALL & CO., INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 47
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 39
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 1
Total of all active and inactive participants 2012-11-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 40
Number of participants with account balances 2012-11-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: HALL & CO., INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 4
Number of retired or separated participants receiving benefits 2011-11-01 1
Number of other retired or separated participants entitled to future benefits 2011-11-01 1
Total of all active and inactive participants 2011-11-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 6
Number of participants with account balances 2011-11-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2010: HALL & CO., INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 5
Number of retired or separated participants receiving benefits 2010-11-01 0
Number of other retired or separated participants entitled to future benefits 2010-11-01 1
Total of all active and inactive participants 2010-11-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 0
Total participants 2010-11-01 6
Number of participants with account balances 2010-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 0
2009: HALL & CO., INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 5
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 1
Total of all active and inactive participants 2009-11-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 6
Number of participants with account balances 2009-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 1

Measure	Date	Value
2015: HALL & CO., INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	34
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	0
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	0
Total of all active and inactive participants	2015-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	0
Number of participants with account balances	2015-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: HALL & CO., INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	42
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	40
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	1
Total of all active and inactive participants	2014-11-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	41
Number of participants with account balances	2014-11-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: HALL & CO., INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	44
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	39
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	1
Total of all active and inactive participants	2013-11-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	40
Number of participants with account balances	2013-11-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: HALL & CO., INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	47
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	39
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	1
Total of all active and inactive participants	2012-11-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	40
Number of participants with account balances	2012-11-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: HALL & CO., INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	4
Number of retired or separated participants receiving benefits	2011-11-01	1
Number of other retired or separated participants entitled to future benefits	2011-11-01	1
Total of all active and inactive participants	2011-11-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	6
Number of participants with account balances	2011-11-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2010: HALL & CO., INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	5
Number of retired or separated participants receiving benefits	2010-11-01	0
Number of other retired or separated participants entitled to future benefits	2010-11-01	1
Total of all active and inactive participants	2010-11-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	0
Total participants	2010-11-01	6
Number of participants with account balances	2010-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	0
2009: HALL & CO., INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	5
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	1
Total of all active and inactive participants	2009-11-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	6
Number of participants with account balances	2009-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	1

Financial Data on HALL & CO., INC. 401(K) PLAN

Measure	Date	Value
2016 : HALL & CO., INC. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$761
Expenses. Total of all expenses incurred	2016-10-31	$14,357
Benefits paid (including direct rollovers)	2016-10-31	$14,203
Total plan assets at end of year	2016-10-31	$0
Total plan assets at beginning of year	2016-10-31	$13,596
Value of fidelity bond covering the plan	2016-10-31	$30,000
Total contributions received or receivable from participants	2016-10-31	$749
Contributions received from other sources (not participants or employers)	2016-10-31	$0
Other income received	2016-10-31	$12
Net income (gross income less expenses)	2016-10-31	$-13,596
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$13,596
Total contributions received or receivable from employer(s)	2016-10-31	$0
Value of certain deemed distributions of participant loans	2016-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-31	$154
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-31	$0
2015 : HALL & CO., INC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-10-31	$-40,776
Expenses. Total of all expenses incurred	2015-10-31	$26,000
Benefits paid (including direct rollovers)	2015-10-31	$26,000
Total plan assets at end of year	2015-10-31	$13,596
Total plan assets at beginning of year	2015-10-31	$80,372
Value of fidelity bond covering the plan	2015-10-31	$30,000
Total contributions received or receivable from participants	2015-10-31	$3,236
Contributions received from other sources (not participants or employers)	2015-10-31	$0
Other income received	2015-10-31	$-44,012
Net income (gross income less expenses)	2015-10-31	$-66,776
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$13,596
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$80,372
Assets. Value of employer securities	2015-10-31	$0
Total contributions received or receivable from employer(s)	2015-10-31	$0
Value of certain deemed distributions of participant loans	2015-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-10-31	$0
2014 : HALL & CO., INC. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$-26,575
Expenses. Total of all expenses incurred	2014-10-31	$0
Benefits paid (including direct rollovers)	2014-10-31	$0
Total plan assets at end of year	2014-10-31	$80,372
Total plan assets at beginning of year	2014-10-31	$106,947
Value of fidelity bond covering the plan	2014-10-31	$30,000
Total contributions received or receivable from participants	2014-10-31	$3,213
Contributions received from other sources (not participants or employers)	2014-10-31	$0
Other income received	2014-10-31	$-29,788
Net income (gross income less expenses)	2014-10-31	$-26,575
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$80,372
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$106,947
Assets. Value of employer securities	2014-10-31	$44,118
Total contributions received or receivable from employer(s)	2014-10-31	$0
Value of certain deemed distributions of participant loans	2014-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$0
2013 : HALL & CO., INC. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-10-31	$-28,597
Expenses. Total of all expenses incurred	2013-10-31	$0
Benefits paid (including direct rollovers)	2013-10-31	$0
Total plan assets at end of year	2013-10-31	$106,947
Total plan assets at beginning of year	2013-10-31	$135,544
Value of fidelity bond covering the plan	2013-10-31	$10,000
Total contributions received or receivable from participants	2013-10-31	$3,182
Contributions received from other sources (not participants or employers)	2013-10-31	$0
Other income received	2013-10-31	$-31,779
Net income (gross income less expenses)	2013-10-31	$-28,597
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$106,947
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$135,544
Assets. Value of employer securities	2013-10-31	$76,450
Total contributions received or receivable from employer(s)	2013-10-31	$0
Value of certain deemed distributions of participant loans	2013-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$0
2012 : HALL & CO., INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$22,679
Expenses. Total of all expenses incurred	2012-10-31	$7,837
Benefits paid (including direct rollovers)	2012-10-31	$7,837
Total plan assets at end of year	2012-10-31	$135,544
Total plan assets at beginning of year	2012-10-31	$120,702
Value of fidelity bond covering the plan	2012-10-31	$10,000
Total contributions received or receivable from participants	2012-10-31	$3,581
Contributions received from other sources (not participants or employers)	2012-10-31	$0
Other income received	2012-10-31	$19,098
Net income (gross income less expenses)	2012-10-31	$14,842
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$135,544
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$120,702
Assets. Value of employer securities	2012-10-31	$113,315
Total contributions received or receivable from employer(s)	2012-10-31	$0
Value of certain deemed distributions of participant loans	2012-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$0
2011 : HALL & CO., INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$6,603
Expenses. Total of all expenses incurred	2011-10-31	$0
Benefits paid (including direct rollovers)	2011-10-31	$0
Total plan assets at end of year	2011-10-31	$120,702
Total plan assets at beginning of year	2011-10-31	$114,099
Value of fidelity bond covering the plan	2011-10-31	$10,000
Total contributions received or receivable from participants	2011-10-31	$4,983
Contributions received from other sources (not participants or employers)	2011-10-31	$0
Other income received	2011-10-31	$1,620
Net income (gross income less expenses)	2011-10-31	$6,603
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$120,702
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$114,099
Assets. Value of employer securities	2011-10-31	$95,707
Total contributions received or receivable from employer(s)	2011-10-31	$0
Value of certain deemed distributions of participant loans	2011-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$0

Form 5500 Responses for HALL & CO., INC. 401(K) PLAN

2015: HALL & CO., INC. 401(K) PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	This submission is the final filing	Yes
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: HALL & CO., INC. 401(K) PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: HALL & CO., INC. 401(K) PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: HALL & CO., INC. 401(K) PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: HALL & CO., INC. 401(K) PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Insurance	Yes
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement – Insurance	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: HALL & CO., INC. 401(K) PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	Yes
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: HALL & CO., INC. 401(K) PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement – Insurance	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: HALL & CO., INC. 401(K) PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	060974148
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA809419
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-809419
Policy instance	1

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Company Name:	HALL & CO., INC.
Employer identification number (EIN):	205945837
NAIC Classification:	541219
NAIC Description:	Other Accounting Services

Plan id#	Filing Submission Date	Name of Administrator
001	2015-11-01	SUSAN HALL
001	2014-11-01	SUSAN HALL
001	2013-11-01	SUSAN HALL
001	2012-11-01	SUSAN HALL
001	2011-11-01	SUSAN HALL
001	2010-11-01	SUSAN HALL
001	2009-11-01	SUSAN HALL
001	2008-11-01