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Plan Name | HALE & ASSOCIATES, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HALE & ASSOCIATES, INC. |
Employer identification number (EIN): | 205406513 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about HALE & ASSOCIATES, INC.
Jurisdiction of Incorporation: | Alaska Department Commerce, Community & Economic Development |
Incorporation Date: | 2006-08-18 |
Company Identification Number: | 102982 |
Legal Registered Office Address: |
100 CUSHMAN STREET #200 FAIRBANKS United States of America (USA) 99701 |
More information about HALE & ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | DAVID HALE | 2022-02-15 | ||
001 | 2020-01-01 | DAVID HALE | 2021-08-24 | ||
001 | 2018-01-01 | DAVID HALE | 2019-07-24 | ||
001 | 2017-01-01 | DAVID HALE | 2018-07-11 | DAVID HALE | 2018-07-11 |
001 | 2016-01-01 | DAVID HALE | 2017-06-12 | DAVID HALE | 2017-06-12 |
001 | 2015-01-01 | DAVID HALE | 2016-08-15 | DAVID HALE | 2016-08-15 |
001 | 2014-01-01 | DAVID HALE | 2015-07-27 | DAVID HALE | 2015-07-27 |
001 | 2013-01-01 | DAVID HALE | 2014-07-17 | ||
001 | 2012-01-01 | DAVID HALE | 2013-06-07 | ||
001 | 2011-01-01 | DAVID HALE | 2012-07-09 | ||
001 | 2009-01-01 | DAVID HALE | |||
001 | 2009-01-01 | DAVID HALE | 2010-06-23 |
Measure | Date | Value |
---|---|---|
2009: HALE & ASSOCIATES, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 9 |
Number of participants with account balances | 2009-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : HALE & ASSOCIATES, INC. 401(K) PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $195,586 |
Expenses. Total of all expenses incurred | 2010-12-31 | $7,324 |
Total plan assets at end of year | 2010-12-31 | $640,922 |
Total plan assets at beginning of year | 2010-12-31 | $452,660 |
Total contributions received or receivable from participants | 2010-12-31 | $57,508 |
Other income received | 2010-12-31 | $110,358 |
Net income (gross income less expenses) | 2010-12-31 | $188,262 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $640,922 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $452,660 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $27,720 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $7,324 |
2009: HALE & ASSOCIATES, INC. 401(K) PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |