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HALE & HALE, P.A. 401(K) PLAN 401k Plan overview

Plan NameHALE & HALE, P.A. 401(K) PLAN
Plan identification number 001

HALE & HALE, P.A. 401(K) 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
  • 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.

401k Sponsoring company profile

HALE & HALE, P.A. has sponsored the creation of one or more 401k plans.

Company Name:HALE & HALE, P.A.
Employer identification number (EIN):900448143
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALE & HALE, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01RICHARD O. HALE2017-06-12
0012015-01-01RICHARD O. HALE2016-04-22
0012014-01-01RICHARD O. HALE2015-05-29
0012013-01-01RICHARD O. HALE2014-03-27 RICHARD O. HALE2014-03-27
0012012-01-01RICHARD O. HALE2013-07-24 RICHARD O. HALE2013-07-24
0012011-01-01RICHARD O. HALE2012-10-05 RICHARD O. HALE2012-10-05

Financial Data on HALE & HALE, P.A. 401(K) PLAN

Measure Date Value
2025 : HALE & HALE, P.A. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-11-033494992
Net assets as of the end of the plan year2025-11-030
Total assets as of the beginning of the plan year2025-11-033087052
Value of plan covered by a fidelity bond2025-11-03250000
Participant contributions to plan in this plan year2025-11-030
Other expenses paid from plan in this plan year2025-11-0325048
Other income to plan in this plan year2025-11-03407940
Plan net income in this plan year2025-11-03-3087052
Net assets as of the end of the plan year2025-11-030
Net assets as of the beginning of the plan year2025-11-033087052
Employer contributions to plan in this plan year2025-11-030
Total expenses incurred by plan in this plan year2025-07-2553308
Net assets as of the end of the plan year2025-07-253087052
Total assets as of the beginning of the plan year2025-07-252597900
Value of plan covered by a fidelity bond2025-07-25250000
Participant contributions to plan in this plan year2025-07-2562376
Value of participant loans at end of plan year2025-07-250
Other expenses paid from plan in this plan year2025-07-2520212
Other income to plan in this plan year2025-07-25457553
Plan net income in this plan year2025-07-25489152
Net assets as of the end of the plan year2025-07-253087052
Net assets as of the beginning of the plan year2025-07-252597900
Employer contributions to plan in this plan year2025-07-2522531
Total expenses incurred by plan in this plan year2025-05-2771143
Net assets as of the end of the plan year2025-05-272597900
Total assets as of the beginning of the plan year2025-05-272125007
Value of plan covered by a fidelity bond2025-05-27250000
Participant contributions to plan in this plan year2025-05-2763781
Value of participant loans at end of plan year2025-05-272144
Other expenses paid from plan in this plan year2025-05-2719346
Other income to plan in this plan year2025-05-27447669
Plan net income in this plan year2025-05-27472893
Net assets as of the end of the plan year2025-05-272597900
Net assets as of the beginning of the plan year2025-05-272125007
Employer contributions to plan in this plan year2025-05-2732586

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