Logo

HALE & WOOD PLLC 401(K) PLAN 401k Plan overview

Plan NameHALE & WOOD PLLC 401(K) PLAN
Plan identification number 001

HALE & WOOD PLLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

HALE & WOOD PLLC has sponsored the creation of one or more 401k plans.

Company Name:HALE & WOOD PLLC
Employer identification number (EIN):271958131
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALE & WOOD PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES F WOOD2024-09-24
0012022-01-01JAMES F WOOD2023-09-12
0012021-01-01ANTHONY HALE2022-09-21
0012020-01-01ANTHONY HALE2021-09-21
0012019-01-01ANTHONY HALE2020-10-15
0012018-01-01
0012017-01-01
0012016-01-01ANTHONY HALE2017-07-26
0012015-01-01ANTHONY HALE2016-07-22
0012014-01-01ANTHONY HALE2015-09-30
0012013-01-01ANTHONY HALE2014-07-25 ANTHONY HALE2014-07-25

Financial Data on HALE & WOOD PLLC 401(K) PLAN

Measure Date Value
2025 : HALE & WOOD PLLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-2111420
Net assets as of the end of the plan year2025-07-211728062
Total assets as of the beginning of the plan year2025-07-211400099
Value of plan covered by a fidelity bond2025-07-21500000
Participant contributions to plan in this plan year2025-07-2193689
Other expenses paid from plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-21208903
Plan net income in this plan year2025-07-21327963
Net assets as of the end of the plan year2025-07-211728062
Net assets as of the beginning of the plan year2025-07-211400099
Employer contributions to plan in this plan year2025-07-2136791
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2111420
2024 : HALE & WOOD PLLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-240
Total liabilities as of the end of the plan year2024-09-240
Total liabilities as of the beginning of the plan year2024-09-240
Total expenses incurred by plan in this plan year2024-09-2412586
Net assets as of the end of the plan year2024-09-241400099
Total assets as of the beginning of the plan year2024-09-241067440
Value of plan covered by a fidelity bond2024-09-24500000
Participant contributions to plan in this plan year2024-09-2491545
Other expenses paid from plan in this plan year2024-09-240
Other contributions to plan in this plan year2024-09-240
Other income to plan in this plan year2024-09-24218224
Plan net income in this plan year2024-09-24332659
Net assets as of the end of the plan year2024-09-241400099
Net assets as of the beginning of the plan year2024-09-241067440
Employer contributions to plan in this plan year2024-09-2435476
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-248593
2022 : HALE & WOOD PLLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-210
Total liabilities as of the end of the plan year2022-09-210
Total liabilities as of the beginning of the plan year2022-09-210
Total expenses incurred by plan in this plan year2022-09-217843
Net assets as of the end of the plan year2022-09-211269513
Total assets as of the beginning of the plan year2022-09-21977788
Value of plan covered by a fidelity bond2022-09-21500000
Participant contributions to plan in this plan year2022-09-2174276
Other expenses paid from plan in this plan year2022-09-210
Other contributions to plan in this plan year2022-09-210
Other income to plan in this plan year2022-09-21194575
Plan net income in this plan year2022-09-21291725
Net assets as of the end of the plan year2022-09-211269513
Net assets as of the beginning of the plan year2022-09-21977788
Employer contributions to plan in this plan year2022-09-2130717
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-217772

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1