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| Plan Name | THE HALL-PERRINE FOUNDATION RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE HALL-PERRINE FOUNDATION |
| Employer identification number (EIN): | 426057097 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about THE HALL-PERRINE FOUNDATION
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 1953-08-24 |
| Company Identification Number: | 058386 |
| Legal Registered Office Address: |
222 THIRD AVENUE SE, SUITE 400 CEDAR RAPIDS United States of America (USA) 52401 |
More information about THE HALL-PERRINE FOUNDATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JACK EVANS | 2024-04-09 | ||
| 001 | 2022-01-01 | JACK EVANS | 2023-09-13 | ||
| 001 | 2021-01-01 | JACK EVANS | 2022-08-10 | ||
| 001 | 2020-01-01 | JACK EVANS | 2021-07-08 | ||
| 001 | 2019-01-01 | JACK EVANS | 2020-10-12 | ||
| 001 | 2018-01-01 | JACK EVANS | 2019-07-08 | ||
| 001 | 2017-01-01 | JACK EVANS | 2018-06-25 | ||
| 001 | 2016-01-01 | JACK EVANS | 2017-03-02 | ||
| 001 | 2015-01-01 | JACK EVANS | 2016-02-15 | ||
| 001 | 2014-01-01 | JACK EVANS | 2015-02-26 | ||
| 001 | 2013-01-01 | JACK EVANS | 2014-07-29 | ||
| 001 | 2012-01-01 | JACK EVANS | 2013-02-25 | ||
| 001 | 2011-01-01 | JACK B. EVANS | 2012-06-07 | ||
| 001 | 2010-01-01 | KAREN PECKENSCHNEIDER | 2011-05-26 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE HALL-PERRINE FOUNDATION RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-03-26 | 717199 |
| Net assets as of the end of the plan year | 2025-03-26 | 1965470 |
| Total assets as of the beginning of the plan year | 2025-03-26 | 2422054 |
| Value of plan covered by a fidelity bond | 2025-03-26 | 500000 |
| Participant contributions to plan in this plan year | 2025-03-26 | 61000 |
| Other income to plan in this plan year | 2025-03-26 | 189359 |
| Plan net income in this plan year | 2025-03-26 | -456584 |
| Net assets as of the end of the plan year | 2025-03-26 | 1965470 |
| Net assets as of the beginning of the plan year | 2025-03-26 | 2422054 |
| Employer contributions to plan in this plan year | 2025-03-26 | 10256 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-26 | 1541 |
| 2024 : THE HALL-PERRINE FOUNDATION RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-04-09 | 4147 |
| Net assets as of the end of the plan year | 2024-04-09 | 2422054 |
| Total assets as of the beginning of the plan year | 2024-04-09 | 2125429 |
| Value of plan covered by a fidelity bond | 2024-04-09 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-09 | 60000 |
| Other income to plan in this plan year | 2024-04-09 | 231694 |
| Plan net income in this plan year | 2024-04-09 | 296625 |
| Net assets as of the end of the plan year | 2024-04-09 | 2422054 |
| Net assets as of the beginning of the plan year | 2024-04-09 | 2125429 |
| Employer contributions to plan in this plan year | 2024-04-09 | 9078 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-09 | 4147 |
| 2022 : THE HALL-PERRINE FOUNDATION RETIREMENT PLAN 2022 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2022-08-10 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-10 | 3649 |
| Net assets as of the end of the plan year | 2022-08-10 | 2223876 |
| Total assets as of the beginning of the plan year | 2022-08-10 | 1836127 |
| Value of plan covered by a fidelity bond | 2022-08-10 | 500000 |
| Participant contributions to plan in this plan year | 2022-08-10 | 32605 |
| Other income to plan in this plan year | 2022-08-10 | 351336 |
| Plan net income in this plan year | 2022-08-10 | 387749 |
| Net assets as of the end of the plan year | 2022-08-10 | 2223876 |
| Net assets as of the beginning of the plan year | 2022-08-10 | 1836127 |
| Employer contributions to plan in this plan year | 2022-08-10 | 7457 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-10 | 3649 |
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