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THE HALVORSEN CO. 401K PLAN 401k Plan overview

Plan NameTHE HALVORSEN CO. 401K PLAN
Plan identification number 002

THE HALVORSEN CO. 401K 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE HALVORSEN CO. has sponsored the creation of one or more 401k plans.

Company Name:THE HALVORSEN CO.
Employer identification number (EIN):340814826
NAIC Classification:331200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HALVORSEN CO. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JUSTIN FRICK2024-06-11 JUSTIN FRICK2024-06-11
0022022-01-01JUSTIN FRICK2023-09-18 JUSTIN FRICK2023-09-18
0022021-01-01JUSTIN FRICK2022-06-20 JUSTIN FRICK2022-06-20
0022020-01-01JEFF BADAR2021-08-12 JEFF BADAR2021-08-12
0022020-01-01JUSTIN FRICK2021-11-05 JUSTIN FRICK2021-11-05
0022019-01-01JUSTIN FRICK2020-06-22 JUSTIN FRICK2020-06-22
0022018-01-01JUSTIN FRICK2019-05-10 JUSTIN FRICK2019-05-10
0022017-01-01JUSTIN FRICK2018-07-16 JUSTIN FRICK2018-07-16
0022016-01-01JUSTIN FRICK2017-06-20
0022015-01-01JUSTIN FRICK2016-06-29
0022014-01-01JUSTIN FRICK2015-05-28 JUSTIN FRICK2015-05-28
0022013-01-01ROSS FRICK2014-03-05
0022012-01-01ROSS FRICK2013-06-13 ROSS FRICK2013-06-13
0022011-01-01ROSS FRICK2012-03-01
0022010-01-01ROSS FRICK2011-05-16

Financial Data on THE HALVORSEN CO. 401K PLAN

Measure Date Value
2025 : THE HALVORSEN CO. 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-220
Total liabilities as of the end of the plan year2025-07-220
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-2256509
Net assets as of the end of the plan year2025-07-221403237
Total assets as of the beginning of the plan year2025-07-221152987
Value of plan covered by a fidelity bond2025-07-22200000
Participant contributions to plan in this plan year2025-07-22128101
Other expenses paid from plan in this plan year2025-07-220
Other contributions to plan in this plan year2025-07-220
Other income to plan in this plan year2025-07-22130282
Plan net income in this plan year2025-07-22250250
Net assets as of the end of the plan year2025-07-221403237
Net assets as of the beginning of the plan year2025-07-221152987
Employer contributions to plan in this plan year2025-07-2248376
Fees paid to broker by Benefit Provider2025-07-221875
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-226671
2024 : THE HALVORSEN CO. 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-110
Total liabilities as of the end of the plan year2024-06-110
Total liabilities as of the beginning of the plan year2024-06-110
Total expenses incurred by plan in this plan year2024-06-1143840
Net assets as of the end of the plan year2024-06-111152987
Total assets as of the beginning of the plan year2024-06-11908215
Value of plan covered by a fidelity bond2024-06-11200000
Participant contributions to plan in this plan year2024-06-1195397
Value of participant loans at end of plan year2024-06-110
Other expenses paid from plan in this plan year2024-06-110
Other contributions to plan in this plan year2024-06-1110223
Other income to plan in this plan year2024-06-11142053
Plan net income in this plan year2024-06-11244772
Net assets as of the end of the plan year2024-06-111152987
Net assets as of the beginning of the plan year2024-06-11908215
Employer contributions to plan in this plan year2024-06-1140939
Fees paid to broker by Benefit Provider2024-06-11765
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-117149
2022 : THE HALVORSEN CO. 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-200
Total liabilities as of the end of the plan year2022-06-200
Total liabilities as of the beginning of the plan year2022-06-200
Total expenses incurred by plan in this plan year2022-06-2026851
Net assets as of the end of the plan year2022-06-201245273
Total assets as of the beginning of the plan year2022-06-201056812
Value of plan covered by a fidelity bond2022-06-20100000
Participant contributions to plan in this plan year2022-06-2057530
Value of participant loans at end of plan year2022-06-20721
Other expenses paid from plan in this plan year2022-06-200
Other contributions to plan in this plan year2022-06-200
Other income to plan in this plan year2022-06-20122027
Plan net income in this plan year2022-06-20188461
Net assets as of the end of the plan year2022-06-201245273
Net assets as of the beginning of the plan year2022-06-201056812
Employer contributions to plan in this plan year2022-06-2035755
Fees paid to broker by Benefit Provider2022-06-203942
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2010080

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