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THE HADLEY GROUP RETIREMENT PLAN 401k Plan overview

Plan NameTHE HADLEY GROUP RETIREMENT PLAN
Plan identification number 001

THE HADLEY GROUP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

THE HADLEY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE HADLEY GROUP, INC.
Employer identification number (EIN):934269861
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HADLEY GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01SCOTT HADLEY
0012023-11-06
0012023-11-06SCOTT HADLEY

Financial Data on THE HADLEY GROUP RETIREMENT PLAN

Measure Date Value
2024 : THE HADLEY GROUP RETIREMENT PLAN 2024 401k financial data
Total income from all sources2024-01-01$66,771
Expenses. Total of all expenses incurred2024-01-01$0
Total plan assets at end of year2024-01-01$841,565
Total plan assets at beginning of year2024-01-01$774,794
Other income received2024-01-01$66,771
Net income (gross income less expenses)2024-01-01$66,771
Net plan assets at end of year (total assets less liabilities)2024-01-01$841,565
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$774,794
Assets. Value of employer securities2024-01-01$500,000
2023 : THE HADLEY GROUP RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$774,794
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$774,794
Total plan assets at beginning of year2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$774,708
Other income received2023-12-31$86
Net income (gross income less expenses)2023-12-31$774,794
Net plan assets at end of year (total assets less liabilities)2023-12-31$774,794
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$0
Assets. Value of employer securities2023-12-31$500,000

Form 5500 Responses for THE HADLEY GROUP RETIREMENT PLAN

2023: THE HADLEY GROUP RETIREMENT PLAN 2023 form 5500 responses
2023-11-06Type of plan entitySingle employer plan
2023-11-06First time form 5500 has been submittedYes
2023-11-06Submission has been amendedNo
2023-11-06This submission is the final filingNo
2023-11-06This return/report is a short plan year return/report (less than 12 months)Yes
2023-11-06Plan is a collectively bargained planNo
2023-11-06Plan funding arrangement – TrustYes
2023-11-06Plan benefit arrangement - TrustYes

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