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THE HALIFAX PROFIT SHARING AND 401K PLAN 401k Plan overview

Plan NameTHE HALIFAX PROFIT SHARING AND 401K PLAN
Plan identification number 001

THE HALIFAX PROFIT SHARING AND 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE HALIFAX GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE HALIFAX GROUP, LLC
Employer identification number (EIN):562117185
NAIC Classification:523900

Additional information about THE HALIFAX GROUP, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2003-06-02
Company Identification Number: L03000019756
Legal Registered Office Address: 110 JOHN ANDERSON DRIVE

ORMOND BEACH

32176

More information about THE HALIFAX GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HALIFAX PROFIT SHARING AND 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS HIGH2024-07-14
0012022-01-01THOMAS HIGH2023-07-24
0012021-01-01THOMAS HIGH2022-07-05
0012020-01-01THOMAS HIGH2021-04-19
0012019-01-01MICHAEL MARSHALL2020-05-08
0012018-01-01MICHAEL MARSHALL2019-10-09
0012017-01-01MICHAEL MARSHALL2018-09-28
0012016-01-01MICHAEL MARSHALL2017-07-31 MICHAEL MARSHALL2017-07-31
0012015-01-01MICHAEL MARSHALL2016-07-20 MICHAEL MARSHALL2016-07-20
0012014-01-01MICHAEL MARSHALL2015-07-31 MICHAEL MARSHALL2015-07-31
0012013-01-01MICHAEL MARSHALL2014-07-22 MICHAEL MARSHALL2014-07-22
0012012-01-01MICHAEL T. MARSHALL2013-07-19 MICHAEL T. MARSHALL2013-07-19
0012011-01-01MICHAEL T. MARSHALL2012-05-29 MICHAEL T. MARSHALL2012-05-29
0012010-01-01MICHAEL MARSHALL2011-05-31 MICHAEL MARSHALL2011-05-31

Financial Data on THE HALIFAX PROFIT SHARING AND 401K PLAN

Measure Date Value
2025 : THE HALIFAX PROFIT SHARING AND 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-190
Total liabilities as of the end of the plan year2025-03-190
Total liabilities as of the beginning of the plan year2025-03-190
Total expenses incurred by plan in this plan year2025-03-19205614
Net assets as of the end of the plan year2025-03-198902051
Total assets as of the beginning of the plan year2025-03-197449740
Value of plan covered by a fidelity bond2025-03-19500000
Participant contributions to plan in this plan year2025-03-19344043
Other expenses paid from plan in this plan year2025-03-190
Other contributions to plan in this plan year2025-03-190
Other income to plan in this plan year2025-03-191080810
Plan net income in this plan year2025-03-191452311
Net assets as of the end of the plan year2025-03-198902051
Net assets as of the beginning of the plan year2025-03-197449740
Employer contributions to plan in this plan year2025-03-19233072
Fees paid to broker by Benefit Provider2025-03-1922
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1945311
2024 : THE HALIFAX PROFIT SHARING AND 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-140
Total liabilities as of the end of the plan year2024-07-140
Total liabilities as of the beginning of the plan year2024-07-140
Total expenses incurred by plan in this plan year2024-07-143737058
Net assets as of the end of the plan year2024-07-147449740
Total assets as of the beginning of the plan year2024-07-149124904
Value of plan covered by a fidelity bond2024-07-14500000
Participant contributions to plan in this plan year2024-07-14348482
Value of participant loans at end of plan year2024-07-141664
Other expenses paid from plan in this plan year2024-07-140
Other contributions to plan in this plan year2024-07-1485310
Other income to plan in this plan year2024-07-141396820
Plan net income in this plan year2024-07-14-1675164
Net assets as of the end of the plan year2024-07-147449740
Net assets as of the beginning of the plan year2024-07-149124904
Employer contributions to plan in this plan year2024-07-14231282
Fees paid to broker by Benefit Provider2024-07-1414
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1436944

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