401k Plan data: BRAD HALL COMPANIES 401(K) PLAN plan

BRAD HALL COMPANIES 401(K) PLAN 401k Plan overview

Plan Name	BRAD HALL COMPANIES 401(K) PLAN
Plan identification number	001

BRAD HALL COMPANIES 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

BRAD HALL & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BRAD HALL & ASSOCIATES, INC.

Employer identification number (EIN): 200477677

NAIC Classification: 424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRAD HALL COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01 GLENN YEARSLEY 2021-10-13
001 2019-01-01
001 2018-01-01
001 2017-01-01 GLENN YEARSLEY GLENN YEARSLEY 2018-10-15
001 2016-01-01 GLENN YEARSLEY GLENN YEARSLEY 2017-10-16
001 2015-01-01 GLENN YEARSLEY GLENN YEARSLEY 2016-10-14
001 2015-01-01 GLENN YEARSLEY GLENN YEARSLEY 2017-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01	GLENN YEARSLEY	2021-10-13
001	2019-01-01
001	2018-01-01
001	2017-01-01	GLENN YEARSLEY		GLENN YEARSLEY	2018-10-15
001	2016-01-01	GLENN YEARSLEY		GLENN YEARSLEY	2017-10-16
001	2015-01-01	GLENN YEARSLEY		GLENN YEARSLEY	2016-10-14
001	2015-01-01	GLENN YEARSLEY		GLENN YEARSLEY	2017-06-30

Plan Statistics for BRAD HALL COMPANIES 401(K) PLAN

401k plan membership statisitcs for BRAD HALL COMPANIES 401(K) PLAN

Measure Date Value
2021: BRAD HALL COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 681
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 710
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 64
Total of all active and inactive participants 2021-01-01 774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 774
Number of participants with account balances 2021-01-01 396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2019: BRAD HALL COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 417
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 421
Number of participants with account balances 2019-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BRAD HALL COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 375
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 392
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 394
Number of participants with account balances 2018-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BRAD HALL COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 348
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 350
Number of participants with account balances 2017-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BRAD HALL COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 245
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 247
Number of participants with account balances 2016-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BRAD HALL COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 184
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 187
Number of participants with account balances 2015-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2021: BRAD HALL COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	681
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	710
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	64
Total of all active and inactive participants	2021-01-01	774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	774
Number of participants with account balances	2021-01-01	396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2019: BRAD HALL COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	417
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	421
Number of participants with account balances	2019-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BRAD HALL COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	375
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	392
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	394
Number of participants with account balances	2018-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BRAD HALL COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	348
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	350
Number of participants with account balances	2017-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BRAD HALL COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	245
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	247
Number of participants with account balances	2016-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BRAD HALL COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	184
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	187
Number of participants with account balances	2015-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on BRAD HALL COMPANIES 401(K) PLAN

Measure	Date	Value
2021 : BRAD HALL COMPANIES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$997
Total income from all sources (including contributions)	2021-12-31	$5,976,020
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$536,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$472,164
Expenses. Certain deemed distributions of participant loans	2021-12-31	$434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,261,211
Value of total assets at end of year	2021-12-31	$16,697,634
Value of total assets at beginning of year	2021-12-31	$11,257,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$63,947
Total interest from all sources	2021-12-31	$9,833
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,761,017
Participant contributions at end of year	2021-12-31	$248,399
Participant contributions at beginning of year	2021-12-31	$153,909
Participant contributions at end of year	2021-12-31	$4,210
Participant contributions at beginning of year	2021-12-31	$11,516
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,537,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,439,475
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,696,446
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,256,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$15,080,673
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$9,965,436
Interest on participant loans	2021-12-31	$9,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,361,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,125,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$11,184
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,693,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$962,680
Employer contributions (assets) at end of year	2021-12-31	$3,185
Employer contributions (assets) at beginning of year	2021-12-31	$1,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$472,164
Contract administrator fees	2021-12-31	$63,947
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	RUDD & COMPANY
Accountancy firm EIN	2021-12-31	820467399
2019 : BRAD HALL COMPANIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$560,305
Total income from all sources (including contributions)	2019-12-31	$560,305
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$499,547
Total of all expenses incurred	2019-12-31	$499,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$480,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$480,088
Value of total corrective distributions	2019-12-31	$14,307
Value of total corrective distributions	2019-12-31	$14,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$165,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$165,093
Value of total assets at end of year	2019-12-31	$2,034,288
Value of total assets at end of year	2019-12-31	$2,034,288
Value of total assets at beginning of year	2019-12-31	$1,970,658
Value of total assets at beginning of year	2019-12-31	$1,970,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,152
Total interest from all sources	2019-12-31	$5,660
Total interest from all sources	2019-12-31	$5,660
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$5,152
Administrative expenses professional fees incurred	2019-12-31	$5,152
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$240,000
Value of fidelity bond cover	2019-12-31	$240,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$165,093
Contributions received from participants	2019-12-31	$165,093
Participant contributions at end of year	2019-12-31	$86,405
Participant contributions at end of year	2019-12-31	$86,405
Participant contributions at beginning of year	2019-12-31	$105,064
Participant contributions at beginning of year	2019-12-31	$105,064
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$2,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$2,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$60,758
Value of net income/loss	2019-12-31	$60,758
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,031,416
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,031,416
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,970,658
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,970,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,947,883
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,947,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,865,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,865,594
Interest on participant loans	2019-12-31	$5,660
Interest on participant loans	2019-12-31	$5,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$389,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$389,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$480,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$480,088
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RUDD & COMPANY
Accountancy firm name	2019-12-31	RUDD & COMPANY
Accountancy firm EIN	2019-12-31	820467399
Accountancy firm EIN	2019-12-31	820467399
2018 : BRAD HALL COMPANIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-38,703
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$222,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$217,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$136,546
Value of total assets at end of year	2018-12-31	$1,970,658
Value of total assets at beginning of year	2018-12-31	$2,231,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,252
Total interest from all sources	2018-12-31	$4,148
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$5,252
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$240,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$136,546
Participant contributions at end of year	2018-12-31	$105,064
Participant contributions at beginning of year	2018-12-31	$99,563
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-261,104
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,970,658
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,231,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,865,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,131,900
Interest on participant loans	2018-12-31	$4,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-179,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$217,149
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RUDD & COMPANY
Accountancy firm EIN	2018-12-31	820467399
2017 : BRAD HALL COMPANIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$397,056
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$30,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$17,222
Value of total corrective distributions	2017-12-31	$8,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$110,183
Value of total assets at end of year	2017-12-31	$2,231,762
Value of total assets at beginning of year	2017-12-31	$1,865,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,683
Total interest from all sources	2017-12-31	$3,977
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$4,683
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$240,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$110,183
Participant contributions at end of year	2017-12-31	$99,563
Participant contributions at beginning of year	2017-12-31	$104,406
Participant contributions at end of year	2017-12-31	$299
Participant contributions at beginning of year	2017-12-31	$73
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$366,560
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,231,762
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,865,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,131,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,760,723
Interest on participant loans	2017-12-31	$3,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$282,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$17,222
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RUDD & COMPANY
Accountancy firm EIN	2017-12-31	820467399
2016 : BRAD HALL COMPANIES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$247,282
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$38,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$33,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$137,005
Value of total assets at end of year	2016-12-31	$1,865,202
Value of total assets at beginning of year	2016-12-31	$1,656,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,762
Total interest from all sources	2016-12-31	$5,286
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$4,648
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$240,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$137,005
Participant contributions at end of year	2016-12-31	$104,406
Participant contributions at beginning of year	2016-12-31	$138,967
Participant contributions at end of year	2016-12-31	$73
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$209,078
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,865,202
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,656,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$114
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,760,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,517,157
Interest on participant loans	2016-12-31	$5,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$104,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$33,442
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RUDD & COMPANY
Accountancy firm EIN	2016-12-31	820467399
2015 : BRAD HALL COMPANIES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$78,792
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$738,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$733,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$108,542
Value of total assets at end of year	2015-12-31	$1,656,124
Value of total assets at beginning of year	2015-12-31	$2,315,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,914
Total interest from all sources	2015-12-31	$2,463
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$4,914
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$240,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$108,542
Participant contributions at end of year	2015-12-31	$138,967
Participant contributions at beginning of year	2015-12-31	$50,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-659,477
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,656,124
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,315,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,517,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,265,587
Interest on participant loans	2015-12-31	$2,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-32,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$733,355
Contract administrator fees	2015-12-31	$4,914
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RUDD & COMPANY
Accountancy firm EIN	2015-12-31	820467399

Form 5500 Responses for BRAD HALL COMPANIES 401(K) PLAN

2021: BRAD HALL COMPANIES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2019: BRAD HALL COMPANIES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple 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: BRAD HALL COMPANIES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple 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: BRAD HALL COMPANIES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple 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: BRAD HALL COMPANIES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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: BRAD HALL COMPANIES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

860606

Policy instance

Insurance contract or identification number	860606
Number of Individuals Covered	397
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

BRAD HALL DMD, PA 401(K) PLAN [EIN = 460489028]

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Company Name:	BRAD HALL & ASSOCIATES, INC.
Employer identification number (EIN):	200477677
NAIC Classification:	424700