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HALESOPOLIS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHALESOPOLIS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

HALESOPOLIS, LLC 401(K) 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
  • 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.
  • 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

HALESOPOLIS, LLC has sponsored the creation of one or more 401k plans.

Company Name:HALESOPOLIS, LLC
Employer identification number (EIN):473670740
NAIC Classification:541910
NAIC Description:Marketing Research and Public Opinion Polling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALESOPOLIS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01

Financial Data on HALESOPOLIS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : HALESOPOLIS, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$29,300
Expenses. Total of all expenses incurred2018-12-31$3,892
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$145,736
Total plan assets at beginning of year2018-12-31$120,328
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$37,000
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-12,602
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$25,408
Net plan assets at end of year (total assets less liabilities)2018-12-31$145,736
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$120,328
Total contributions received or receivable from employer(s)2018-12-31$4,902
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$3,892
2017 : HALESOPOLIS, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$67,328
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$120,328
Total plan assets at beginning of year2017-12-31$53,000
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$18,000
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$8,622
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$67,328
Net plan assets at end of year (total assets less liabilities)2017-12-31$120,328
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$53,000
Total contributions received or receivable from employer(s)2017-12-31$40,706
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$0

Form 5500 Responses for HALESOPOLIS, LLC 401(K) PROFIT SHARING PLAN

2018: HALESOPOLIS, LLC 401(K) 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: HALESOPOLIS, LLC 401(K) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number463851
Policy instance 1

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