401k Plan data: HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN plan

HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
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.
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.
The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

HALLEY CONSULTING GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: HALLEY CONSULTING GROUP, LLC

Employer identification number (EIN): 203070548

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01 KAREN BRIDGES
002 2017-01-01 KAREN BRIDGES
002 2016-01-01 KAREN BRIDGES
002 2015-01-01 KAREN BRIDGES
002 2014-01-01 KAREN BRIDGES
002 2013-01-01 KAREN BRIDGES
002 2012-01-01 KAREN J. BRIDGES

Financial Data on HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2020 : HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$500,414
Total income from all sources	2020-12-31	$500,420
Expenses. Total of all expenses incurred	2020-12-31	$10,721
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$10,715
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$500,420
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$489,699
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$-489,699
Total contributions received or receivable from employer(s)	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$10,721
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$500,414
Total plan liabilities at beginning of year	2019-12-31	$552,040
Total income from all sources	2019-12-31	$-259,371
Expenses. Total of all expenses incurred	2019-12-31	$16,604
Benefits paid (including direct rollovers)	2019-12-31	$2,610
Total plan assets at end of year	2019-12-31	$10,715
Total plan assets at beginning of year	2019-12-31	$338,316
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$13,984
Other income received	2019-12-31	$-324,981
Net income (gross income less expenses)	2019-12-31	$-275,975
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$-489,699
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$-213,724
Assets. Value of employer securities	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$65,610
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$552,040
Total plan liabilities at beginning of year	2018-12-31	$601,179
Total income from all sources	2018-12-31	$-219,381
Expenses. Total of all expenses incurred	2018-12-31	$18,761
Benefits paid (including direct rollovers)	2018-12-31	$2,179
Total plan assets at end of year	2018-12-31	$338,316
Total plan assets at beginning of year	2018-12-31	$625,597
Value of fidelity bond covering the plan	2018-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$16,472
Other income received	2018-12-31	$-294,991
Net income (gross income less expenses)	2018-12-31	$-238,142
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$-213,724
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$24,418
Assets. Value of employer securities	2018-12-31	$325,000
Total contributions received or receivable from employer(s)	2018-12-31	$75,610
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$601,179
Total plan liabilities at beginning of year	2017-12-31	$689,702
Total income from all sources	2017-12-31	$137,006
Expenses. Total of all expenses incurred	2017-12-31	$23,188
Total plan assets at end of year	2017-12-31	$625,597
Total plan assets at beginning of year	2017-12-31	$600,302
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$18,467
Contributions received from other sources (not participants or employers)	2017-12-31	$30,212
Other income received	2017-12-31	$30,015
Net income (gross income less expenses)	2017-12-31	$113,818
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$24,418
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$-89,400
Assets. Value of employer securities	2017-12-31	$620,000
Total contributions received or receivable from employer(s)	2017-12-31	$76,779
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,721
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$689,702
Total plan liabilities at beginning of year	2016-12-31	$761,878
Total income from all sources	2016-12-31	$208,068
Expenses. Total of all expenses incurred	2016-12-31	$25,315
Total plan assets at end of year	2016-12-31	$600,302
Total plan assets at beginning of year	2016-12-31	$489,725
Value of fidelity bond covering the plan	2016-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$20,875
Other income received	2016-12-31	$115,016
Net income (gross income less expenses)	2016-12-31	$182,753
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$-89,400
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$-272,153
Assets. Value of employer securities	2016-12-31	$590,000
Total contributions received or receivable from employer(s)	2016-12-31	$93,052
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$761,878
Total plan liabilities at beginning of year	2015-12-31	$840,927
Total income from all sources	2015-12-31	$-1,022,882
Expenses. Total of all expenses incurred	2015-12-31	$28,313
Total plan assets at end of year	2015-12-31	$489,725
Total plan assets at beginning of year	2015-12-31	$1,619,969
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$23,041
Other income received	2015-12-31	$-1,124,972
Net income (gross income less expenses)	2015-12-31	$-1,051,195
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$-272,153
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$779,042
Assets. Value of employer securities	2015-12-31	$475,000
Total contributions received or receivable from employer(s)	2015-12-31	$102,090
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,272
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$840,927
Total plan liabilities at beginning of year	2014-12-31	$925,403
Total income from all sources	2014-12-31	$-550,149
Expenses. Total of all expenses incurred	2014-12-31	$25,406
Total plan assets at end of year	2014-12-31	$1,619,969
Total plan assets at beginning of year	2014-12-31	$2,280,000
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$25,356
Other income received	2014-12-31	$-680,001
Noncash contributions received	2014-12-31	$17
Net income (gross income less expenses)	2014-12-31	$-575,555
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$779,042
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,354,597
Assets. Value of employer securities	2014-12-31	$1,600,000
Total contributions received or receivable from employer(s)	2014-12-31	$129,835
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$925,403
Total plan liabilities at beginning of year	2013-12-31	$1,000,000
Total income from all sources	2013-12-31	$1,381,997
Expenses. Total of all expenses incurred	2013-12-31	$27,400
Total plan assets at end of year	2013-12-31	$2,280,000
Total plan assets at beginning of year	2013-12-31	$1,000,000
Value of fidelity bond covering the plan	2013-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$27,400
Other income received	2013-12-31	$1,280,000
Net income (gross income less expenses)	2013-12-31	$1,354,597
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,354,597
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$2,280,000
Total contributions received or receivable from employer(s)	2013-12-31	$101,997
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,000,000
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$0
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,000,000
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$-1,000,000
Net income (gross income less expenses)	2012-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$1,000,000
Total contributions received or receivable from employer(s)	2012-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN

2020: HALLEY CONSULTING GROUP 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	Yes
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: HALLEY CONSULTING GROUP 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: HALLEY CONSULTING GROUP 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: HALLEY CONSULTING GROUP 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: HALLEY CONSULTING GROUP 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: HALLEY CONSULTING GROUP 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: HALLEY CONSULTING GROUP 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: HALLEY CONSULTING GROUP 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: HALLEY CONSULTING GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	HALLEY CONSULTING GROUP, LLC
Employer identification number (EIN):	203070548
NAIC Classification:	541219
NAIC Description:	Other Accounting Services