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HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

HALL INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HALL INDUSTRIES, INC.
Employer identification number (EIN):251154920
NAIC Classification:332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOHN SCHLAFHAUSER2023-09-29
0022021-01-01JOHN SCHLAFHAUSER2022-10-13
0022020-01-01JOHN SCHLAFHAUSER2021-10-13
0022019-01-01JOHN SCHLAFHAUSER2020-09-18
0022018-01-01JOHN SCHLAFHAUSER2019-10-03
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01JOHN SCHLAFHAUSER
0022013-01-01JOHN SCHLAFHAUSER
0022012-01-01JOHN SCHLAFHAUSER
0022011-01-01JOHN SCHLAFHAUSER
0022010-01-01JOHN SCHLAFHAUSER
0022009-01-01JOHN SCHLAFHAUSER

Plan Statistics for HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01293
Total number of active participants reported on line 7a of the Form 55002022-01-01206
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01282
Number of participants with account balances2022-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0137
2021: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01284
Total number of active participants reported on line 7a of the Form 55002021-01-01220
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01286
Number of participants with account balances2021-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01293
Total number of active participants reported on line 7a of the Form 55002020-01-01213
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01276
Number of participants with account balances2020-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0146
2019: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01257
Total number of active participants reported on line 7a of the Form 55002019-01-01223
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01275
Number of participants with account balances2019-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0141
2018: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01244
Total number of active participants reported on line 7a of the Form 55002018-01-01190
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01244
Number of participants with account balances2018-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0146
2017: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01192
Total number of active participants reported on line 7a of the Form 55002017-01-01182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01221
Number of participants with account balances2017-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0131
2016: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01130
Total number of active participants reported on line 7a of the Form 55002016-01-01139
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01155
Number of participants with account balances2016-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01133
Total number of active participants reported on line 7a of the Form 55002015-01-01107
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01127
Number of participants with account balances2015-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01123
Total number of active participants reported on line 7a of the Form 55002014-01-01113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01129
Number of participants with account balances2014-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01117
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01120
Number of participants with account balances2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01116
Total number of active participants reported on line 7a of the Form 55002012-01-01101
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01112
Number of participants with account balances2012-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01112
Total number of active participants reported on line 7a of the Form 55002011-01-01104
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01113
Number of participants with account balances2011-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01108
Total number of active participants reported on line 7a of the Form 55002010-01-0196
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01112
Number of participants with account balances2010-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01124
Total number of active participants reported on line 7a of the Form 55002009-01-0192
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01108
Number of participants with account balances2009-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,187
Total income from all sources (including contributions)2022-12-31$-999,038
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$609,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$549,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,267,543
Value of total assets at end of year2022-12-31$10,117,043
Value of total assets at beginning of year2022-12-31$11,726,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,007
Total interest from all sources2022-12-31$9,297
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$5,790
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$901,132
Participant contributions at end of year2022-12-31$217,412
Participant contributions at beginning of year2022-12-31$166,074
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$28,544
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$1,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,608,357
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,117,043
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,725,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,391,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,145,074
Interest on participant loans2022-12-31$9,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$503,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$376,053
Net investment gain/loss from pooled separate accounts2022-12-31$-2,275,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$366,411
Employer contributions (assets) at end of year2022-12-31$4,677
Employer contributions (assets) at beginning of year2022-12-31$10,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$549,312
Contract administrator fees2022-12-31$54,217
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31H2R CPA
Accountancy firm EIN2022-12-31251031723
2021 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$43,542
Total income from all sources (including contributions)2021-12-31$2,716,227
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,668,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,594,275
Value of total corrective distributions2021-12-31$1,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,214,930
Value of total assets at end of year2021-12-31$11,726,587
Value of total assets at beginning of year2021-12-31$10,721,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,194
Total interest from all sources2021-12-31$7,327
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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$3,735
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$840,740
Participant contributions at end of year2021-12-31$166,074
Participant contributions at beginning of year2021-12-31$151,542
Participant contributions at end of year2021-12-31$28,544
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$89,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$12
Liabilities. Value of operating payables at end of year2021-12-31$1,187
Liabilities. Value of operating payables at beginning of year2021-12-31$43,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,047,571
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,725,400
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,677,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,145,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,473,936
Interest on participant loans2021-12-31$7,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$376,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$95,893
Net investment gain/loss from pooled separate accounts2021-12-31$1,493,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$285,056
Employer contributions (assets) at end of year2021-12-31$10,842
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,594,275
Contract administrator fees2021-12-31$69,459
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31H2R CPA
Accountancy firm EIN2021-12-31251031723
2020 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$43,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,831,346
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,060,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$975,039
Value of total corrective distributions2020-12-31$43,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,031,340
Value of total assets at end of year2020-12-31$10,721,371
Value of total assets at beginning of year2020-12-31$8,907,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,113
Total interest from all sources2020-12-31$19,105
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$5,326
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$748,863
Participant contributions at end of year2020-12-31$151,542
Participant contributions at beginning of year2020-12-31$158,120
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$36,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$12
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$44
Liabilities. Value of operating payables at end of year2020-12-31$43,530
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,770,664
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,677,829
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,907,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,473,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,748,853
Interest on participant loans2020-12-31$9,056
Interest earned on other investments2020-12-31$10,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$95,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$192
Net investment gain/loss from pooled separate accounts2020-12-31$1,780,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$245,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$975,039
Contract administrator fees2020-12-31$36,787
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31H2R CPA
Accountancy firm EIN2020-12-31251031723
2019 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end 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$3,049
Total income from all sources (including contributions)2019-12-31$2,875,800
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,291,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,253,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$912,389
Value of total assets at end of year2019-12-31$8,907,165
Value of total assets at beginning of year2019-12-31$8,325,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,358
Total interest from all sources2019-12-31$19,024
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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$6,216
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$686,573
Participant contributions at end of year2019-12-31$158,120
Participant contributions at beginning of year2019-12-31$169,978
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,070
Other income not declared elsewhere2019-12-31$8,651
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$3,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$584,232
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,907,165
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,322,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,748,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,150,740
Interest on participant loans2019-12-31$8,752
Interest earned on other investments2019-12-31$10,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,264
Net investment gain/loss from pooled separate accounts2019-12-31$1,935,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$224,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,253,210
Contract administrator fees2019-12-31$32,142
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31H2R CPA
Accountancy firm EIN2019-12-31251031723
2018 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,100
Total income from all sources (including contributions)2018-12-31$85,612
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$831,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$790,292
Value of total corrective distributions2018-12-31$3,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$726,673
Value of total assets at end of year2018-12-31$8,325,982
Value of total assets at beginning of year2018-12-31$9,069,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,796
Total interest from all sources2018-12-31$17,604
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,397
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$602,840
Participant contributions at end of year2018-12-31$169,978
Participant contributions at beginning of year2018-12-31$154,535
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,174
Other income not declared elsewhere2018-12-31$-361
Liabilities. Value of operating payables at end of year2018-12-31$3,049
Liabilities. Value of operating payables at beginning of year2018-12-31$1,100
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$4,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-745,525
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,322,933
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,068,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,150,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,907,247
Interest on participant loans2018-12-31$7,716
Interest earned on other investments2018-12-31$9,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,946
Net investment gain/loss from pooled separate accounts2018-12-31$-658,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$113,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$790,292
Contract administrator fees2018-12-31$32,399
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31H2R CPA
Accountancy firm EIN2018-12-31251031723
2017 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,687
Total income from all sources (including contributions)2017-12-31$1,974,247
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$159,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$135,474
Value of total corrective distributions2017-12-31$1,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$595,804
Value of total assets at end of year2017-12-31$9,069,558
Value of total assets at beginning of year2017-12-31$7,257,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,077
Total interest from all sources2017-12-31$7,521
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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,295
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$485,262
Participant contributions at end of year2017-12-31$154,535
Participant contributions at beginning of year2017-12-31$190,688
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,287
Other income not declared elsewhere2017-12-31$-160
Liabilities. Value of operating payables at end of year2017-12-31$1,100
Liabilities. Value of operating payables at beginning of year2017-12-31$3,687
Total non interest bearing cash at end of year2017-12-31$4,830
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,814,596
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,068,458
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,253,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,907,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,066,861
Interest on participant loans2017-12-31$7,503
Interest earned on other investments2017-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,371,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$102,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$135,474
Contract administrator fees2017-12-31$20,782
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31H2R CPA
Accountancy firm EIN2017-12-31251031723
2016 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,192
Total income from all sources (including contributions)2016-12-31$944,144
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$540,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$516,355
Value of total corrective distributions2016-12-31$3,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$423,459
Value of total assets at end of year2016-12-31$7,257,549
Value of total assets at beginning of year2016-12-31$6,856,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,259
Total interest from all sources2016-12-31$8,702
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,965
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$349,639
Participant contributions at end of year2016-12-31$190,688
Participant contributions at beginning of year2016-12-31$239,145
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,674
Liabilities. Value of operating payables at end of year2016-12-31$3,687
Liabilities. Value of operating payables at beginning of year2016-12-31$6,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$403,843
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,253,862
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,850,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,066,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,617,066
Interest on participant loans2016-12-31$8,702
Net investment gain/loss from pooled separate accounts2016-12-31$511,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$70,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$516,355
Contract administrator fees2016-12-31$18,294
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SOBOL VELTUM & ASSOCIATES
Accountancy firm EIN2016-12-31251898696
2015 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,192
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$401,129
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$618,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$587,322
Value of total corrective distributions2015-12-31$6,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$438,628
Value of total assets at end of year2015-12-31$6,856,211
Value of total assets at beginning of year2015-12-31$7,066,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,524
Total interest from all sources2015-12-31$9,366
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 year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,528
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$365,688
Participant contributions at end of year2015-12-31$239,145
Participant contributions at beginning of year2015-12-31$230,789
Liabilities. Value of operating payables at end of year2015-12-31$6,192
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-216,909
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,850,019
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,066,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,617,066
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,836,139
Interest on participant loans2015-12-31$9,366
Net investment gain/loss from pooled separate accounts2015-12-31$-46,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$72,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$587,322
Contract administrator fees2015-12-31$21,996
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SOBOL VELTUM & ASSOCIATES
Accountancy firm EIN2015-12-31251898696
2014 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$866
Total income from all sources (including contributions)2014-12-31$852,830
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$243,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$219,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$443,964
Value of total assets at end of year2014-12-31$7,066,928
Value of total assets at beginning of year2014-12-31$6,458,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,542
Total interest from all sources2014-12-31$9,399
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,513
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$334,696
Participant contributions at end of year2014-12-31$230,789
Participant contributions at beginning of year2014-12-31$233,317
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$40,090
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$609,571
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,066,928
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,457,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,836,139
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,224,906
Interest on participant loans2014-12-31$9,399
Net investment gain/loss from pooled separate accounts2014-12-31$399,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$69,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$219,717
Contract administrator fees2014-12-31$21,029
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SOBOL VELTUM & ASSOCIATES
Accountancy firm EIN2014-12-31251898696
2013 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,588,495
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$237,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$213,387
Value of total corrective distributions2013-12-31$866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$430,626
Value of total assets at end of year2013-12-31$6,458,223
Value of total assets at beginning of year2013-12-31$5,105,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,818
Total interest from all sources2013-12-31$8,644
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$960
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$294,866
Participant contributions at end of year2013-12-31$233,317
Participant contributions at beginning of year2013-12-31$166,606
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$75,000
Liabilities. Value of operating payables at end of year2013-12-31$866
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,351,424
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,457,357
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,105,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$6,224,906
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,938,872
Interest on participant loans2013-12-31$8,644
Net investment gain/loss from pooled separate accounts2013-12-31$1,149,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$60,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$213,387
Contract administrator fees2013-12-31$21,858
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SOBOL VELTUM & ASSOCIATES
Accountancy firm EIN2013-12-31251898696
2012 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$977,524
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$416,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$396,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$346,291
Value of total assets at end of year2012-12-31$5,105,933
Value of total assets at beginning of year2012-12-31$4,544,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,105
Total interest from all sources2012-12-31$7,425
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$480
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$286,529
Participant contributions at end of year2012-12-31$166,606
Participant contributions at beginning of year2012-12-31$168,050
Total non interest bearing cash at end of year2012-12-31$455
Total non interest bearing cash at beginning of year2012-12-31$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$561,181
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,105,933
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,544,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,938,872
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,376,670
Interest on participant loans2012-12-31$7,425
Net investment gain/loss from pooled separate accounts2012-12-31$623,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$59,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$396,238
Contract administrator fees2012-12-31$19,625
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SOBOL VELTUM & ASSOCIATES
Accountancy firm EIN2012-12-31251898696
2011 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$163,093
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$156,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$136,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$332,117
Value of total assets at end of year2011-12-31$4,544,752
Value of total assets at beginning of year2011-12-31$4,538,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,947
Total interest from all sources2011-12-31$6,213
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$840
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$267,670
Participant contributions at end of year2011-12-31$168,050
Participant contributions at beginning of year2011-12-31$118,017
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,651
Administrative expenses (other) incurred2011-12-31$4
Total non interest bearing cash at end of year2011-12-31$32
Total non interest bearing cash at beginning of year2011-12-31$1,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$6,404
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,544,752
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,538,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$4,376,670
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,419,308
Interest on participant loans2011-12-31$6,213
Net investment gain/loss from pooled separate accounts2011-12-31$-175,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$55,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$136,742
Contract administrator fees2011-12-31$19,103
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SOBOL VELTUM & ASSOCIATES
Accountancy firm EIN2011-12-31251898696
2010 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$933,120
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$110,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$93,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$326,204
Value of total assets at end of year2010-12-31$4,538,348
Value of total assets at beginning of year2010-12-31$3,715,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,030
Total interest from all sources2010-12-31$5,413
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$720
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$258,119
Participant contributions at end of year2010-12-31$118,017
Participant contributions at beginning of year2010-12-31$89,306
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,303
Administrative expenses (other) incurred2010-12-31$8
Total non interest bearing cash at end of year2010-12-31$1,023
Total non interest bearing cash at beginning of year2010-12-31$3,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$822,612
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,538,348
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,715,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,419,308
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,622,852
Interest on participant loans2010-12-31$5,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$601,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$49,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$93,478
Contract administrator fees2010-12-31$16,302
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SOBOL VELTUM & ASSOCIATES
Accountancy firm EIN2010-12-31251898696
2009 : HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

2022: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HALL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12828
Policy instance 1
Insurance contract or identification number12828
Number of Individuals Covered264
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $30,675
Total amount of fees paid to insurance companyUSD $5,267
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $30,675
Insurance broker organization code?4
Amount paid for insurance broker fees5267
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM PAYMENTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12828
Policy instance 1
Insurance contract or identification number12828
Number of Individuals Covered269
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $30,090
Total amount of fees paid to insurance companyUSD $5,538
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $30,090
Insurance broker organization code?4
Amount paid for insurance broker fees5538
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM PAYMENTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12828
Policy instance 1
Insurance contract or identification number12828
Number of Individuals Covered258
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $29,581
Total amount of fees paid to insurance companyUSD $4,470
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $29,581
Insurance broker organization code?4
Amount paid for insurance broker fees4470
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM PAYMENTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12828
Policy instance 1
Insurance contract or identification number12828
Number of Individuals Covered247
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $31,128
Total amount of fees paid to insurance companyUSD $4,453
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $31,128
Insurance broker organization code?4
Amount paid for insurance broker fees4453
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM PAYMENTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12828
Policy instance 1
Insurance contract or identification number12828
Number of Individuals Covered230
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $31,941
Total amount of fees paid to insurance companyUSD $4,569
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $31,941
Insurance broker organization code?4
Amount paid for insurance broker fees4569
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM PAYMENTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12828
Policy instance 1
Insurance contract or identification number12828
Number of Individuals Covered200
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28,423
Total amount of fees paid to insurance companyUSD $4,065
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $28,423
Insurance broker organization code?4
Amount paid for insurance broker fees4065
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM PAYMENTS
Insurance broker nameWALKER BENEFITS INC.

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