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PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NamePERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PERLEY HALLADAY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERLEY HALLADAY ASSOCIATES, INC.
Employer identification number (EIN):231397500
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01H.B. HALLADAY
0012015-01-01H.B. HALLADAY
0012014-01-01H.B. HALLADAY
0012013-01-01H.B. HALLADAY
0012012-01-01H.B. HALLADAY
0012011-01-01H.B. HALLADAY
0012010-01-01H.B. HALLADAY
0012009-01-01H.B. HALLADAY

Financial Data on PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-190
Total liabilities as of the end of the plan year2025-03-190
Total liabilities as of the beginning of the plan year2025-03-190
Total expenses incurred by plan in this plan year2025-03-19414524
Net assets as of the end of the plan year2025-03-197724598
Total assets as of the beginning of the plan year2025-03-197087873
Value of plan covered by a fidelity bond2025-03-19500000
Participant contributions to plan in this plan year2025-03-19211538
Value of participant loans at end of plan year2025-03-1937400
Other expenses paid from plan in this plan year2025-03-190
Other contributions to plan in this plan year2025-03-190
Other income to plan in this plan year2025-03-19720501
Plan net income in this plan year2025-03-19636725
Net assets as of the end of the plan year2025-03-197724598
Net assets as of the beginning of the plan year2025-03-197087873
Employer contributions to plan in this plan year2025-03-19119210
Fees paid to broker by Benefit Provider2025-03-1921669
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-19510
2024 : PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-190
Total liabilities as of the end of the plan year2024-06-190
Total liabilities as of the beginning of the plan year2024-06-190
Total expenses incurred by plan in this plan year2024-06-19114233
Net assets as of the end of the plan year2024-06-197087873
Total assets as of the beginning of the plan year2024-06-196173526
Value of plan covered by a fidelity bond2024-06-19500000
Participant contributions to plan in this plan year2024-06-19197441
Value of participant loans at end of plan year2024-06-1940173
Other expenses paid from plan in this plan year2024-06-190
Other contributions to plan in this plan year2024-06-190
Other income to plan in this plan year2024-06-19719571
Plan net income in this plan year2024-06-19914347
Net assets as of the end of the plan year2024-06-197087873
Net assets as of the beginning of the plan year2024-06-196173526
Employer contributions to plan in this plan year2024-06-19111568
Fees paid to broker by Benefit Provider2024-06-1918559
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-19260
2016 : PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$478,237
Expenses. Total of all expenses incurred2016-12-31$230,974
Benefits paid (including direct rollovers)2016-12-31$202,232
Total plan assets at end of year2016-12-31$5,674,579
Total plan assets at beginning of year2016-12-31$5,427,316
Value of fidelity bond covering the plan2016-12-31$750,000
Total contributions received or receivable from participants2016-12-31$100,870
Other income received2016-12-31$312,650
Net income (gross income less expenses)2016-12-31$247,263
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,674,579
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,427,316
Total contributions received or receivable from employer(s)2016-12-31$64,717
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$28,742
2015 : PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$183,527
Expenses. Total of all expenses incurred2015-12-31$204,541
Benefits paid (including direct rollovers)2015-12-31$181,415
Total plan assets at end of year2015-12-31$5,427,316
Total plan assets at beginning of year2015-12-31$5,448,330
Value of fidelity bond covering the plan2015-12-31$750,000
Total contributions received or receivable from participants2015-12-31$119,799
Other income received2015-12-31$-1,359
Net income (gross income less expenses)2015-12-31$-21,014
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,427,316
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,448,330
Assets. Value of participant loans2015-12-31$48,885
Total contributions received or receivable from employer(s)2015-12-31$65,087
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$23,126
2014 : PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$520,260
Expenses. Total of all expenses incurred2014-12-31$199,133
Benefits paid (including direct rollovers)2014-12-31$176,993
Total plan assets at end of year2014-12-31$5,448,330
Total plan assets at beginning of year2014-12-31$5,127,203
Value of fidelity bond covering the plan2014-12-31$750,000
Total contributions received or receivable from participants2014-12-31$116,931
Other income received2014-12-31$346,591
Net income (gross income less expenses)2014-12-31$321,127
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,448,330
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,127,203
Total contributions received or receivable from employer(s)2014-12-31$56,738
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$22,140
2013 : PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$917,456
Expenses. Total of all expenses incurred2013-12-31$164,241
Benefits paid (including direct rollovers)2013-12-31$143,982
Total plan assets at end of year2013-12-31$5,127,203
Total plan assets at beginning of year2013-12-31$4,373,988
Value of fidelity bond covering the plan2013-12-31$750,000
Total contributions received or receivable from participants2013-12-31$111,577
Other income received2013-12-31$753,515
Net income (gross income less expenses)2013-12-31$753,215
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,127,203
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,373,988
Total contributions received or receivable from employer(s)2013-12-31$52,364
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$20,259
2012 : PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$547,954
Expenses. Total of all expenses incurred2012-12-31$171,138
Benefits paid (including direct rollovers)2012-12-31$152,165
Total plan assets at end of year2012-12-31$4,373,988
Total plan assets at beginning of year2012-12-31$3,997,172
Total contributions received or receivable from participants2012-12-31$101,248
Other income received2012-12-31$396,642
Net income (gross income less expenses)2012-12-31$376,816
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,373,988
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,997,172
Total contributions received or receivable from employer(s)2012-12-31$50,064
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$18,973
2011 : PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$328,989
Expenses. Total of all expenses incurred2011-12-31$146,283
Benefits paid (including direct rollovers)2011-12-31$128,157
Total plan assets at end of year2011-12-31$3,997,172
Total plan assets at beginning of year2011-12-31$3,814,466
Total contributions received or receivable from participants2011-12-31$115,833
Other income received2011-12-31$161,636
Net income (gross income less expenses)2011-12-31$182,706
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,997,172
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,814,466
Total contributions received or receivable from employer(s)2011-12-31$51,520
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$18,126
2010 : PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$574,127
Expenses. Total of all expenses incurred2010-12-31$124,812
Benefits paid (including direct rollovers)2010-12-31$108,153
Total plan assets at end of year2010-12-31$3,814,466
Total plan assets at beginning of year2010-12-31$3,365,151
Total contributions received or receivable from participants2010-12-31$109,703
Other income received2010-12-31$412,376
Net income (gross income less expenses)2010-12-31$449,315
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,814,466
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,365,151
Total contributions received or receivable from employer(s)2010-12-31$52,048
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$16,659

Form 5500 Responses for PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

2016: PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PERLEY HALLADAY ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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