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THE HALE CORPORATION 401(K) PLAN 401k Plan overview

Plan NameTHE HALE CORPORATION 401(K) PLAN
Plan identification number 002

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

Company Name:THE HALE CORPORATION
Employer identification number (EIN):953114192
NAIC Classification:236110

Additional information about THE HALE CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0808733

More information about THE HALE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HALE CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-02-01JEANNE NUGENT2024-08-06
0022022-02-01JEANNE NUGENT2023-06-15
0022021-02-01JEANNE NUGENT2022-03-09 JEANNE NUGENT2022-03-09
0022020-02-01JEANNE NUGENT2021-05-20 JEANNE NUGENT2021-05-20
0022019-02-01JEANNE NUGENT2020-04-24 JEANNE NUGENT2020-04-24
0022018-02-01JEANNE NUGENT2019-08-21 JEANNE NUGENT2019-08-21
0022017-02-01JEANNE NUGENT2018-06-12 JEANNE NUGENT2018-06-12
0022016-02-01JEANNE NUGENT2017-11-08 JEANNE NUGENT2017-11-08

Financial Data on THE HALE CORPORATION 401(K) PLAN

Measure Date Value
2025 : THE HALE CORPORATION 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-1251649
Net assets as of the end of the plan year2025-08-12406689
Total assets as of the beginning of the plan year2025-08-12377023
Value of plan covered by a fidelity bond2025-08-12100000
Participant contributions to plan in this plan year2025-08-1225407
Other expenses paid from plan in this plan year2025-08-120
Other income to plan in this plan year2025-08-1238670
Plan net income in this plan year2025-08-1229666
Net assets as of the end of the plan year2025-08-12406689
Net assets as of the beginning of the plan year2025-08-12377023
Employer contributions to plan in this plan year2025-08-1217238
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-126140
2024 : THE HALE CORPORATION 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-067976
Net assets as of the end of the plan year2024-08-06377023
Total assets as of the beginning of the plan year2024-08-06312167
Value of plan covered by a fidelity bond2024-08-06100000
Participant contributions to plan in this plan year2024-08-0627271
Other expenses paid from plan in this plan year2024-08-060
Other contributions to plan in this plan year2024-08-060
Other income to plan in this plan year2024-08-0627602
Plan net income in this plan year2024-08-0664856
Net assets as of the end of the plan year2024-08-06377023
Net assets as of the beginning of the plan year2024-08-06312167
Employer contributions to plan in this plan year2024-08-0617959
Fees paid to broker by Benefit Provider2024-08-061485
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-065995
2022 : THE HALE CORPORATION 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-093742
Net assets as of the end of the plan year2022-03-09292901
Total assets as of the beginning of the plan year2022-03-09234685
Value of plan covered by a fidelity bond2022-03-09100000
Participant contributions to plan in this plan year2022-03-0927545
Other expenses paid from plan in this plan year2022-03-090
Other income to plan in this plan year2022-03-0917552
Plan net income in this plan year2022-03-0958216
Net assets as of the end of the plan year2022-03-09292901
Net assets as of the beginning of the plan year2022-03-09234685
Employer contributions to plan in this plan year2022-03-0916861
Fees paid to broker by Benefit Provider2022-03-09754
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-092444

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