THE HARTLEY COMPANY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : THE HARTLEY COMPANY 401K PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-10 | 29170 |
| Net assets as of the end of the plan year | 2025-10-10 | 1842786 |
| Total assets as of the beginning of the plan year | 2025-10-10 | 1564392 |
| Value of plan covered by a fidelity bond | 2025-10-10 | 250000 |
| Participant contributions to plan in this plan year | 2025-10-10 | 33517 |
| Value of participant loans at end of plan year | 2025-10-10 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-10 | 0 |
| Other contributions to plan in this plan year | 2025-10-10 | 0 |
| Other income to plan in this plan year | 2025-10-10 | 262238 |
| Plan net income in this plan year | 2025-10-10 | 278394 |
| Net assets as of the end of the plan year | 2025-10-10 | 1842786 |
| Net assets as of the beginning of the plan year | 2025-10-10 | 1564392 |
| Employer contributions to plan in this plan year | 2025-10-10 | 11809 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-10 | 12445 |
| 2024 : THE HARTLEY COMPANY 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-08 | 24272 |
| Net assets as of the end of the plan year | 2024-10-08 | 1564392 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 1278873 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 250000 |
| Participant contributions to plan in this plan year | 2024-10-08 | 51210 |
| Value of participant loans at end of plan year | 2024-10-08 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-08 | 11023 |
| Other income to plan in this plan year | 2024-10-08 | 236241 |
| Plan net income in this plan year | 2024-10-08 | 285519 |
| Net assets as of the end of the plan year | 2024-10-08 | 1564392 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 1278873 |
| Employer contributions to plan in this plan year | 2024-10-08 | 22340 |
| 2022 : THE HARTLEY COMPANY 401K PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-05-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-05 | 80572 |
| Net assets as of the end of the plan year | 2022-05-05 | 1467079 |
| Total assets as of the beginning of the plan year | 2022-05-05 | 1246963 |
| Value of plan covered by a fidelity bond | 2022-05-05 | 250000 |
| Participant contributions to plan in this plan year | 2022-05-05 | 62178 |
| Value of participant loans at end of plan year | 2022-05-05 | 22111 |
| Other income to plan in this plan year | 2022-05-05 | 208954 |
| Plan net income in this plan year | 2022-05-05 | 220116 |
| Net assets as of the end of the plan year | 2022-05-05 | 1467079 |
| Net assets as of the beginning of the plan year | 2022-05-05 | 1246963 |
| Employer contributions to plan in this plan year | 2022-05-05 | 29556 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-05 | 8151 |
| 2019 : THE HARTLEY COMPANY 401K PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $341,271 |
| Total income from all sources (including contributions) | 2019-12-31 | $341,271 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $148,949 |
| Total of all expenses incurred | 2019-12-31 | $148,949 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $142,904 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $142,904 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $183,611 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $183,611 |
| Value of total assets at end of year | 2019-12-31 | $889,715 |
| Value of total assets at end of year | 2019-12-31 | $889,715 |
| Value of total assets at beginning of year | 2019-12-31 | $697,393 |
| Value of total assets at beginning of year | 2019-12-31 | $697,393 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,045 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,045 |
| Total interest from all sources | 2019-12-31 | $3,191 |
| Total interest from all sources | 2019-12-31 | $3,191 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $19,299 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $19,299 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $19,299 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $19,299 |
| Administrative expenses professional fees incurred | 2019-12-31 | $6,045 |
| Administrative expenses professional fees incurred | 2019-12-31 | $6,045 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $250,000 |
| Value of fidelity bond cover | 2019-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $115,253 |
| Contributions received from participants | 2019-12-31 | $115,253 |
| Participant contributions at end of year | 2019-12-31 | $37,958 |
| Participant contributions at end of year | 2019-12-31 | $37,958 |
| Participant contributions at beginning of year | 2019-12-31 | $2,468 |
| Participant contributions at beginning of year | 2019-12-31 | $2,468 |
| Other income not declared elsewhere | 2019-12-31 | $135,170 |
| Other income not declared elsewhere | 2019-12-31 | $135,170 |
| Total non interest bearing cash at end of year | 2019-12-31 | $375 |
| Total non interest bearing cash at end of year | 2019-12-31 | $375 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $37 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $37 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $192,322 |
| Value of net income/loss | 2019-12-31 | $192,322 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $889,715 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $889,715 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $697,393 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $697,393 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $851,056 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $851,056 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $694,668 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $694,668 |
| Interest on participant loans | 2019-12-31 | $2,529 |
| Interest on participant loans | 2019-12-31 | $2,529 |
| Interest earned on other investments | 2019-12-31 | $662 |
| Interest earned on other investments | 2019-12-31 | $662 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $326 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $326 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $220 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $220 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $220 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $220 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $68,358 |
| Contributions received in cash from employer | 2019-12-31 | $68,358 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $142,904 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $142,904 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm name | 2019-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2019-12-31 | 341310124 |
| Accountancy firm EIN | 2019-12-31 | 341310124 |
| 2018 : THE HARTLEY COMPANY 401K PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $138,270 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $97,847 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $91,632 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,411 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $177,712 |
| Value of total assets at end of year | 2018-12-31 | $697,393 |
| Value of total assets at beginning of year | 2018-12-31 | $656,970 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,804 |
| Total interest from all sources | 2018-12-31 | $713 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $21,219 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $21,219 |
| Administrative expenses professional fees incurred | 2018-12-31 | $4,804 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $108,575 |
| Participant contributions at end of year | 2018-12-31 | $2,468 |
| Participant contributions at beginning of year | 2018-12-31 | $25,000 |
| Other income not declared elsewhere | 2018-12-31 | $-61,374 |
| Total non interest bearing cash at end of year | 2018-12-31 | $37 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $40,423 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $697,393 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $656,970 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $694,668 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $631,876 |
| Interest on participant loans | 2018-12-31 | $288 |
| Interest earned on other investments | 2018-12-31 | $425 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $220 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $94 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $94 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $69,137 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $91,632 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2018-12-31 | 341310124 |
| 2017 : THE HARTLEY COMPANY 401K PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $241,879 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $74,775 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $70,850 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $154,551 |
| Value of total assets at end of year | 2017-12-31 | $656,970 |
| Value of total assets at beginning of year | 2017-12-31 | $489,866 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,925 |
| Total interest from all sources | 2017-12-31 | $114 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $13,475 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $13,475 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $91,574 |
| Participant contributions at end of year | 2017-12-31 | $25,000 |
| Participant contributions at beginning of year | 2017-12-31 | $2,549 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $167,104 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $656,970 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $489,866 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $3,925 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $631,876 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $487,258 |
| Interest on participant loans | 2017-12-31 | $36 |
| Interest earned on other investments | 2017-12-31 | $78 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $94 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $59 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $59 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $73,739 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $62,977 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $70,850 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2017-12-31 | 341310124 |
