| Plan Name | THE HARTWELL CORPORATION PROFIT SHARING PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE HARTWELL CORPORATION |
| Employer identification number (EIN): | 820257435 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about THE HARTWELL CORPORATION
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2004-07-16 |
| Company Identification Number: | 0800367165 |
| Legal Registered Office Address: |
PO BOX 51019 IDAHO FALLS United States of America (USA) 83405 |
More information about THE HARTWELL CORPORATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | THAD COWARD | 2024-09-09 | ||
| 001 | 2022-01-01 | THAD COWARD | 2023-10-13 | ||
| 001 | 2021-01-01 | LISA MILLER | 2022-06-27 | ||
| 001 | 2020-01-01 | LISA MILLER | 2021-06-09 | ||
| 001 | 2019-01-01 | LISA MILLER | 2020-09-18 | ||
| 001 | 2018-01-01 | LISA MILLER | 2019-10-08 | ||
| 001 | 2017-01-01 | LISA MILLER | 2018-10-15 | ||
| 001 | 2016-01-01 | LISA MILLER | 2017-10-11 | ||
| 001 | 2015-01-01 | LISA MILLER | 2016-10-10 | ||
| 001 | 2014-01-01 | DERAY PERRY | 2015-10-13 | ||
| 001 | 2013-01-01 | DERAY PERRY | 2014-10-07 | ||
| 001 | 2012-01-01 | DERAY PERRY | 2013-10-04 | ||
| 001 | 2011-01-01 | DERAY PERRY | 2012-09-29 | ||
| 001 | 2010-01-01 | DERAY PERRY | 2011-10-05 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE HARTWELL CORPORATION PROFIT SHARING PLAN AND TRUST 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-08-11 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-11 | 203786 |
| Net assets as of the end of the plan year | 2025-08-11 | 6921785 |
| Total assets as of the beginning of the plan year | 2025-08-11 | 5960266 |
| Value of plan covered by a fidelity bond | 2025-08-11 | 1500000 |
| Participant contributions to plan in this plan year | 2025-08-11 | 476599 |
| Other contributions to plan in this plan year | 2025-08-11 | 18110 |
| Other income to plan in this plan year | 2025-08-11 | 670596 |
| Plan net income in this plan year | 2025-08-11 | 961519 |
| Net assets as of the end of the plan year | 2025-08-11 | 6921785 |
| Net assets as of the beginning of the plan year | 2025-08-11 | 5960266 |
| Value of contributions failed to transmitted timely | 2025-08-11 | 20003 |
| Employer contributions to plan in this plan year | 2025-08-11 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-11 | 34739 |
| 2024 : THE HARTWELL CORPORATION PROFIT SHARING PLAN AND TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-09 | 281977 |
| Net assets as of the end of the plan year | 2024-09-09 | 5960266 |
| Total assets as of the beginning of the plan year | 2024-09-09 | 4974705 |
| Value of plan covered by a fidelity bond | 2024-09-09 | 1000000 |
| Participant contributions to plan in this plan year | 2024-09-09 | 453137 |
| Other contributions to plan in this plan year | 2024-09-09 | 23001 |
| Other income to plan in this plan year | 2024-09-09 | 791400 |
| Plan net income in this plan year | 2024-09-09 | 985561 |
| Net assets as of the end of the plan year | 2024-09-09 | 5960266 |
| Net assets as of the beginning of the plan year | 2024-09-09 | 4974705 |
| Value of contributions failed to transmitted timely | 2024-09-09 | 2720 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-09 | 34224 |