401k Plan data: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN plan

THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Stock bonus
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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

THE HARTWELL CORPORATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 LISA MILLER
002 2016-01-01 LISA MILLER
002 2015-01-01 LISA MILLER
002 2014-01-01 DERAY PERRY
002 2013-01-01 DERAY PERRY
002 2012-01-01 DERAY PERRY
002 2011-01-01 DERAY PERRY
002 2009-01-01 DERAY PERRY
002 2009-01-01 PATRICIA AMOROSO

Plan Statistics for THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 54
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 65
Number of participants with account balances 2022-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 56
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 72
Number of participants with account balances 2021-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 47
Number of retired or separated participants receiving benefits 2020-01-01 9
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 60
Number of participants with account balances 2020-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 43
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 55
Number of participants with account balances 2019-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 40
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 50
Number of participants with account balances 2018-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 39
Number of retired or separated participants receiving benefits 2017-01-01 11
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 54
Number of participants with account balances 2017-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 36
Number of retired or separated participants receiving benefits 2016-01-01 9
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 50
Number of participants with account balances 2016-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 35
Number of retired or separated participants receiving benefits 2015-01-01 10
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 51
Number of participants with account balances 2015-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Number of retired or separated participants receiving benefits 2014-01-01 15
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 54
Number of participants with account balances 2014-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 35
Number of retired or separated participants receiving benefits 2013-01-01 15
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 57
Number of participants with account balances 2013-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 36
Number of retired or separated participants receiving benefits 2012-01-01 15
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 66
Number of participants with account balances 2012-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
Number of retired or separated participants receiving benefits 2011-01-01 12
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 66
Number of participants with account balances 2011-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2009: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 51
Number of retired or separated participants receiving benefits 2009-01-01 12
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 69
Number of participants with account balances 2009-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	54
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	65
Number of participants with account balances	2022-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	56
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	72
Number of participants with account balances	2021-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	47
Number of retired or separated participants receiving benefits	2020-01-01	9
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	60
Number of participants with account balances	2020-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	43
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	55
Number of participants with account balances	2019-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	40
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	50
Number of participants with account balances	2018-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	39
Number of retired or separated participants receiving benefits	2017-01-01	11
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	54
Number of participants with account balances	2017-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	36
Number of retired or separated participants receiving benefits	2016-01-01	9
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	50
Number of participants with account balances	2016-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	35
Number of retired or separated participants receiving benefits	2015-01-01	10
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	51
Number of participants with account balances	2015-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Number of retired or separated participants receiving benefits	2014-01-01	15
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	54
Number of participants with account balances	2014-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	35
Number of retired or separated participants receiving benefits	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	57
Number of participants with account balances	2013-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	36
Number of retired or separated participants receiving benefits	2012-01-01	15
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	66
Number of participants with account balances	2012-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
Number of retired or separated participants receiving benefits	2011-01-01	12
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	66
Number of participants with account balances	2011-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2009: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	51
Number of retired or separated participants receiving benefits	2009-01-01	12
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	69
Number of participants with account balances	2009-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$756,997
Expenses. Total of all expenses incurred	2022-12-31	$737,733
Benefits paid (including direct rollovers)	2022-12-31	$737,733
Total plan assets at end of year	2022-12-31	$13,921,247
Total plan assets at beginning of year	2022-12-31	$13,901,983
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Other income received	2022-12-31	$19,264
Net income (gross income less expenses)	2022-12-31	$19,264
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$13,921,247
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$13,901,983
Assets. Value of employer securities	2022-12-31	$13,921,247
Total contributions received or receivable from employer(s)	2022-12-31	$737,733
2021 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$2,340,486
Expenses. Total of all expenses incurred	2021-12-31	$899,025
Benefits paid (including direct rollovers)	2021-12-31	$895,660
Total plan assets at end of year	2021-12-31	$13,901,983
Total plan assets at beginning of year	2021-12-31	$12,460,522
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Other income received	2021-12-31	$1,444,827
Net income (gross income less expenses)	2021-12-31	$1,441,461
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,901,983
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$12,460,522
Assets. Value of employer securities	2021-12-31	$13,901,983
Total contributions received or receivable from employer(s)	2021-12-31	$895,659
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,365
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$2,145,286
Expenses. Total of all expenses incurred	2020-12-31	$702,516
Benefits paid (including direct rollovers)	2020-12-31	$702,466
Total plan assets at end of year	2020-12-31	$12,460,522
Total plan assets at beginning of year	2020-12-31	$11,017,752
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Other income received	2020-12-31	$1,442,820
Net income (gross income less expenses)	2020-12-31	$1,442,770
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$12,460,522
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$11,017,752
Assets. Value of employer securities	2020-12-31	$11,257,988
Total contributions received or receivable from employer(s)	2020-12-31	$702,466
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,352,361
Expenses. Total of all expenses incurred	2019-12-31	$724,321
Benefits paid (including direct rollovers)	2019-12-31	$724,321
Total plan assets at end of year	2019-12-31	$11,017,752
Total plan assets at beginning of year	2019-12-31	$10,389,712
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Other income received	2019-12-31	$628,041
Net income (gross income less expenses)	2019-12-31	$628,040
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$11,017,752
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$10,389,712
Assets. Value of employer securities	2019-12-31	$9,842,016
Total contributions received or receivable from employer(s)	2019-12-31	$724,320
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$797,973
Expenses. Total of all expenses incurred	2018-12-31	$671,817
Benefits paid (including direct rollovers)	2018-12-31	$671,817
Total plan assets at end of year	2018-12-31	$10,389,712
Total plan assets at beginning of year	2018-12-31	$10,263,556
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Other income received	2018-12-31	$126,156
Net income (gross income less expenses)	2018-12-31	$126,156
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$10,389,712
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,263,556
Assets. Value of employer securities	2018-12-31	$9,230,032
Total contributions received or receivable from employer(s)	2018-12-31	$671,817
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,493,982
Expenses. Total of all expenses incurred	2017-12-31	$795,159
Benefits paid (including direct rollovers)	2017-12-31	$795,139
Total plan assets at end of year	2017-12-31	$10,263,556
Total plan assets at beginning of year	2017-12-31	$9,564,733
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$699,146
Net income (gross income less expenses)	2017-12-31	$698,823
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,263,556
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,564,733
Assets. Value of employer securities	2017-12-31	$9,115,223
Total contributions received or receivable from employer(s)	2017-12-31	$794,836
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$20
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$4,736,881
Expenses. Total of all expenses incurred	2016-12-31	$198,176
Benefits paid (including direct rollovers)	2016-12-31	$198,176
Total plan assets at end of year	2016-12-31	$9,564,733
Total plan assets at beginning of year	2016-12-31	$5,026,028
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$4,430,437
Net income (gross income less expenses)	2016-12-31	$4,538,705
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,564,733
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,026,028
Assets. Value of employer securities	2016-12-31	$8,427,158
Total contributions received or receivable from employer(s)	2016-12-31	$306,444
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$1,131,352
Expenses. Total of all expenses incurred	2015-12-31	$335,237
Benefits paid (including direct rollovers)	2015-12-31	$335,177
Total plan assets at end of year	2015-12-31	$5,026,028
Total plan assets at beginning of year	2015-12-31	$4,229,913
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$480,571
Net income (gross income less expenses)	2015-12-31	$796,115
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,026,028
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,229,913
Assets. Value of employer securities	2015-12-31	$4,000,017
Total contributions received or receivable from employer(s)	2015-12-31	$650,781
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$3,109
Total income from all sources	2014-12-31	$1,075,205
Expenses. Total of all expenses incurred	2014-12-31	$190,484
Benefits paid (including direct rollovers)	2014-12-31	$190,444
Total plan assets at end of year	2014-12-31	$4,229,913
Total plan assets at beginning of year	2014-12-31	$3,348,301
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$480,198
Net income (gross income less expenses)	2014-12-31	$884,721
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,229,913
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,345,192
Assets. Value of employer securities	2014-12-31	$3,520,009
Total contributions received or receivable from employer(s)	2014-12-31	$595,007
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$3,109
Total plan liabilities at beginning of year	2013-12-31	$2,302
Total income from all sources	2013-12-31	$960,413
Expenses. Total of all expenses incurred	2013-12-31	$200,646
Benefits paid (including direct rollovers)	2013-12-31	$200,646
Total plan assets at end of year	2013-12-31	$3,348,301
Total plan assets at beginning of year	2013-12-31	$2,587,727
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$332,712
Net income (gross income less expenses)	2013-12-31	$759,767
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,345,192
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,585,425
Assets. Value of employer securities	2013-12-31	$3,040,002
Total contributions received or receivable from employer(s)	2013-12-31	$627,701
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$2,302
Total plan liabilities at beginning of year	2012-12-31	$2,236
Total income from all sources	2012-12-31	$444,831
Expenses. Total of all expenses incurred	2012-12-31	$129,712
Benefits paid (including direct rollovers)	2012-12-31	$129,712
Total plan assets at end of year	2012-12-31	$2,587,727
Total plan assets at beginning of year	2012-12-31	$2,272,542
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$315,371
Net income (gross income less expenses)	2012-12-31	$315,119
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,585,425
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,270,306
Assets. Value of employer securities	2012-12-31	$2,499,980
Total contributions received or receivable from employer(s)	2012-12-31	$129,460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$2,236
Total plan liabilities at beginning of year	2011-12-31	$8,982
Total income from all sources	2011-12-31	$54,797
Expenses. Total of all expenses incurred	2011-12-31	$137,344
Benefits paid (including direct rollovers)	2011-12-31	$137,294
Total plan assets at end of year	2011-12-31	$2,272,542
Total plan assets at beginning of year	2011-12-31	$2,361,835
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$-166,210
Net income (gross income less expenses)	2011-12-31	$-82,547
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,270,306
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,352,853
Assets. Value of employer securities	2011-12-31	$2,184,673
Total contributions received or receivable from employer(s)	2011-12-31	$221,007
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
2010 : THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$8,982
Total plan liabilities at beginning of year	2010-12-31	$1,832
Total income from all sources	2010-12-31	$372,894
Expenses. Total of all expenses incurred	2010-12-31	$328,337
Benefits paid (including direct rollovers)	2010-12-31	$328,292
Total plan assets at end of year	2010-12-31	$2,361,835
Total plan assets at beginning of year	2010-12-31	$2,310,128
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$173,065
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$44,557
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,352,853
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,308,296
Assets. Value of employer securities	2010-12-31	$2,350,883
Total contributions received or receivable from employer(s)	2010-12-31	$199,829
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$45

Form 5500 Responses for THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

2022: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE HARTWELL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

THE HARTWELL FOUNDATION 401(K) [EIN = 061468749]

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Company Name:	THE HARTWELL CORPORATION
Employer identification number (EIN):	820257435
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

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