Logo

HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameHALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN
Plan identification number 001

HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

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

Company Name:HALL & HALL ENGINEERS, INC.
Employer identification number (EIN):421308857
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about HALL & HALL ENGINEERS, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1988-02-05
Company Identification Number: 120063
Legal Registered Office Address: 115 3RD ST SE STE 1200

CEDAR RAPIDS
United States of America (USA)
52401

More information about HALL & HALL ENGINEERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHANE WICKS2024-06-12
0012022-01-01SHANE WICKS2023-05-04
0012021-01-01SHANE WICKS2022-05-26
0012020-01-01SHANE WICKS2021-04-27
0012019-01-01
0012018-01-01SHANE WICKS
0012017-01-01SHANE WICKS
0012016-01-01SHANE WICKS
0012015-01-01SHANE WICKS
0012014-01-01SHANE WICKS
0012013-01-01SHANE WICKS
0012012-01-01SHANE WICKS2013-04-30
0012011-01-01RICHARD RANSOM2012-05-14
0012010-01-01RICHARD RANSOM2011-06-27

Financial Data on HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN

Measure Date Value
2025 : HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-10351672
Net assets as of the end of the plan year2025-07-104271230
Total assets as of the beginning of the plan year2025-07-103704666
Value of plan covered by a fidelity bond2025-07-10427200
Participant contributions to plan in this plan year2025-07-10226263
Value of participant loans at end of plan year2025-07-1024527
Other income to plan in this plan year2025-07-10588741
Plan net income in this plan year2025-07-10566564
Net assets as of the end of the plan year2025-07-104271230
Net assets as of the beginning of the plan year2025-07-103704666
Employer contributions to plan in this plan year2025-07-10103232
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1021209
2024 : HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1292596
Net assets as of the end of the plan year2024-06-123704666
Total assets as of the beginning of the plan year2024-06-122947138
Value of plan covered by a fidelity bond2024-06-12370466
Participant contributions to plan in this plan year2024-06-12219874
Value of participant loans at end of plan year2024-06-1232011
Other income to plan in this plan year2024-06-12521963
Plan net income in this plan year2024-06-12757528
Net assets as of the end of the plan year2024-06-123704666
Net assets as of the beginning of the plan year2024-06-122947138
Employer contributions to plan in this plan year2024-06-12108287
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-123995
2022 : HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-26167142
Net assets as of the end of the plan year2022-05-263239709
Total assets as of the beginning of the plan year2022-05-262763612
Value of plan covered by a fidelity bond2022-05-26323971
Participant contributions to plan in this plan year2022-05-26160602
Value of participant loans at end of plan year2022-05-2610481
Other income to plan in this plan year2022-05-26403006
Plan net income in this plan year2022-05-26476097
Net assets as of the end of the plan year2022-05-263239709
Net assets as of the beginning of the plan year2022-05-262763612
Employer contributions to plan in this plan year2022-05-2679631
Fees paid to broker by Benefit Provider2022-05-267553
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-26110
2019 : HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$609,929
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$2,243,126
Total plan assets at beginning of year2019-12-31$1,633,197
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$120,959
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$415,397
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$609,929
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,243,126
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,633,197
Assets. Value of participant loans2019-12-31$36,578
Total contributions received or receivable from employer(s)2019-12-31$73,573
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$48,739
Expenses. Total of all expenses incurred2018-12-31$27,765
Benefits paid (including direct rollovers)2018-12-31$27,260
Total plan assets at end of year2018-12-31$1,633,197
Total plan assets at beginning of year2018-12-31$1,612,223
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$107,834
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-126,313
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$20,974
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,633,197
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,612,223
Assets. Value of participant loans2018-12-31$66,658
Total contributions received or receivable from employer(s)2018-12-31$67,218
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$505
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$440,042
Expenses. Total of all expenses incurred2017-12-31$573,454
Benefits paid (including direct rollovers)2017-12-31$572,826
Total plan assets at end of year2017-12-31$1,612,223
Total plan assets at beginning of year2017-12-31$1,745,635
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$108,487
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$262,460
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-133,412
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,612,223
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,745,635
Assets. Value of participant loans2017-12-31$72,611
Total contributions received or receivable from employer(s)2017-12-31$69,095
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$628
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total income from all sources2016-12-31$301,828
Expenses. Total of all expenses incurred2016-12-31$112,916
Benefits paid (including direct rollovers)2016-12-31$110,663
Total plan assets at end of year2016-12-31$1,745,635
Total plan assets at beginning of year2016-12-31$1,556,723
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$116,596
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$123,215
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$188,912
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,745,635
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,556,723
Assets. Value of participant loans2016-12-31$52,130
Total contributions received or receivable from employer(s)2016-12-31$62,017
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$1,315
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$938
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$155,253
Expenses. Total of all expenses incurred2015-12-31$530,010
Benefits paid (including direct rollovers)2015-12-31$528,212
Total plan assets at end of year2015-12-31$1,556,723
Total plan assets at beginning of year2015-12-31$1,931,480
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$104,671
Contributions received from other sources (not participants or employers)2015-12-31$11,933
Other income received2015-12-31$-16,246
Net income (gross income less expenses)2015-12-31$-374,757
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,556,723
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,931,480
Assets. Value of participant loans2015-12-31$31,792
Total contributions received or receivable from employer(s)2015-12-31$54,895
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,798
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$282,168
Expenses. Total of all expenses incurred2014-12-31$187,730
Benefits paid (including direct rollovers)2014-12-31$164,964
Total plan assets at end of year2014-12-31$1,931,480
Total plan assets at beginning of year2014-12-31$1,837,042
Value of fidelity bond covering the plan2014-12-31$180,000
Total contributions received or receivable from participants2014-12-31$112,137
Contributions received from other sources (not participants or employers)2014-12-31$2,930
Other income received2014-12-31$109,733
Net income (gross income less expenses)2014-12-31$94,438
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,931,480
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,837,042
Assets. Value of participant loans2014-12-31$51,676
Total contributions received or receivable from employer(s)2014-12-31$57,368
Value of certain deemed distributions of participant loans2014-12-31$22,633
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$494,092
Expenses. Total of all expenses incurred2013-12-31$127,109
Benefits paid (including direct rollovers)2013-12-31$125,899
Total plan assets at end of year2013-12-31$1,837,042
Total plan assets at beginning of year2013-12-31$1,470,059
Value of fidelity bond covering the plan2013-12-31$180,000
Total contributions received or receivable from participants2013-12-31$102,405
Contributions received from other sources (not participants or employers)2013-12-31$71,309
Other income received2013-12-31$265,776
Net income (gross income less expenses)2013-12-31$366,983
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,837,042
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,470,059
Assets. Value of participant loans2013-12-31$96,671
Total contributions received or receivable from employer(s)2013-12-31$54,602
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,210
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN

2019: HALL & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 & HALL ENGINEERS, INC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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 & HALL ENGINEERS, INC 401K 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 & HALL ENGINEERS, INC 401K 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 & HALL ENGINEERS, INC 401K 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 & HALL ENGINEERS, INC 401K 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873559
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873559
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873559
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873559
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873559
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873559
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1