401k Plan data: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN plan

HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan Name	HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN
Plan identification number	001

HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

HALE & COMPANY, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name: HALE & COMPANY, CPA, P.C.

Employer identification number (EIN): 731486189

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAMES R HALE 2024-07-15 JAMES R HALE 2024-07-15
001 2022-01-01 JAMES R HALE 2023-01-21 JAMES R HALE 2023-01-21
001 2021-01-01 JAMES R HALE 2022-01-29 JAMES R HALE 2022-01-29
001 2020-01-01 JAMES R HALE 2021-02-15 JAMES R HALE 2021-02-15
001 2019-01-01 JAMES R HALE 2020-10-04 JAMES R HALE 2020-10-04
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01
001 2014-01-01 JAMES R. HALE JAMES R. HALE 2015-10-10
001 2013-01-01 JAMES R. HALE JAMES R. HALE 2014-03-02
001 2012-01-01 JAMES R. HALE JAMES R. HALE 2013-12-09
001 2011-01-01 JAMES R. HALE JAMES R. HALE 2012-07-04
001 2009-01-01 JAMES R. HALE JAMES R. HALE 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JAMES R HALE	2024-07-15	JAMES R HALE	2024-07-15
001	2022-01-01	JAMES R HALE	2023-01-21	JAMES R HALE	2023-01-21
001	2021-01-01	JAMES R HALE	2022-01-29	JAMES R HALE	2022-01-29
001	2020-01-01	JAMES R HALE	2021-02-15	JAMES R HALE	2021-02-15
001	2019-01-01	JAMES R HALE	2020-10-04	JAMES R HALE	2020-10-04
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01
001	2014-01-01	JAMES R. HALE		JAMES R. HALE	2015-10-10
001	2013-01-01	JAMES R. HALE		JAMES R. HALE	2014-03-02
001	2012-01-01	JAMES R. HALE		JAMES R. HALE	2013-12-09
001	2011-01-01	JAMES R. HALE		JAMES R. HALE	2012-07-04
001	2009-01-01	JAMES R. HALE		JAMES R. HALE	2010-10-06

Plan Statistics for HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN

Measure Date Value
2023: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 26
Number of retired or separated participants receiving benefits 2023-01-01 4
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 30
Number of participants with account balances 2023-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 22
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 24
Number of participants with account balances 2022-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 23
Number of participants with account balances 2021-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 16
Number of participants with account balances 2020-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 16
Number of participants with account balances 2019-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 14
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 8

Measure	Date	Value
2023: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	26
Number of retired or separated participants receiving benefits	2023-01-01	4
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	30
Number of participants with account balances	2023-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	22
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	24
Number of participants with account balances	2022-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	23
Number of participants with account balances	2021-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	16
Number of participants with account balances	2020-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	16
Number of participants with account balances	2019-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	14
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	8

Financial Data on HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN

Measure	Date	Value
2023 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$535,283
Expenses. Total of all expenses incurred	2023-12-31	$121,475
Benefits paid (including direct rollovers)	2023-12-31	$121,185
Total plan assets at end of year	2023-12-31	$2,213,553
Total plan assets at beginning of year	2023-12-31	$1,799,745
Total contributions received or receivable from participants	2023-12-31	$178,922
Other income received	2023-12-31	$318,274
Net income (gross income less expenses)	2023-12-31	$413,808
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,213,553
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,799,745
Total contributions received or receivable from employer(s)	2023-12-31	$38,087
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$290
2022 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-207,870
Expenses. Total of all expenses incurred	2022-12-31	$30,085
Benefits paid (including direct rollovers)	2022-12-31	$30,000
Total plan assets at end of year	2022-12-31	$1,799,745
Total plan assets at beginning of year	2022-12-31	$2,037,700
Total contributions received or receivable from participants	2022-12-31	$119,068
Other income received	2022-12-31	$-372,034
Net income (gross income less expenses)	2022-12-31	$-237,955
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,799,745
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,037,700
Assets. Value of participant loans	2022-12-31	$30,930
Total contributions received or receivable from employer(s)	2022-12-31	$45,096
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$85
2021 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$389,909
Expenses. Total of all expenses incurred	2021-12-31	$3,587
Benefits paid (including direct rollovers)	2021-12-31	$3,515
Total plan assets at end of year	2021-12-31	$2,037,700
Total plan assets at beginning of year	2021-12-31	$1,651,378
Total contributions received or receivable from participants	2021-12-31	$113,108
Other income received	2021-12-31	$252,175
Net income (gross income less expenses)	2021-12-31	$386,322
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,037,700
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,651,378
Assets. Value of participant loans	2021-12-31	$44,442
Total contributions received or receivable from employer(s)	2021-12-31	$24,626
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$72
2020 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$375,442
Total plan assets at end of year	2020-12-31	$1,651,378
Total plan assets at beginning of year	2020-12-31	$1,275,936
Total contributions received or receivable from participants	2020-12-31	$110,067
Other income received	2020-12-31	$234,461
Net income (gross income less expenses)	2020-12-31	$375,442
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,651,378
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,275,936
Assets. Value of participant loans	2020-12-31	$32,564
Total contributions received or receivable from employer(s)	2020-12-31	$30,914
2019 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$222,758
Total plan assets at end of year	2019-12-31	$1,275,936
Total plan assets at beginning of year	2019-12-31	$1,053,178
Total contributions received or receivable from participants	2019-12-31	$98,041
Other income received	2019-12-31	$92,830
Net income (gross income less expenses)	2019-12-31	$222,758
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,275,936
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,053,178
Assets. Value of participant loans	2019-12-31	$54,522
Total contributions received or receivable from employer(s)	2019-12-31	$31,887
2018 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$50,059
Total plan assets at end of year	2018-12-31	$1,053,178
Total plan assets at beginning of year	2018-12-31	$1,003,119
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$81,065
Other income received	2018-12-31	$-56,710
Net income (gross income less expenses)	2018-12-31	$50,059
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,053,178
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,003,119
Assets. Value of participant loans	2018-12-31	$54,390
Total contributions received or receivable from employer(s)	2018-12-31	$25,704
2017 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$229,207
Total plan assets at end of year	2017-12-31	$1,003,119
Total plan assets at beginning of year	2017-12-31	$773,912
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$81,538
Other income received	2017-12-31	$121,537
Net income (gross income less expenses)	2017-12-31	$229,207
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,003,119
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$773,912
Assets. Value of participant loans	2017-12-31	$82,843
Total contributions received or receivable from employer(s)	2017-12-31	$26,132
2016 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$142,385
Expenses. Total of all expenses incurred	2016-12-31	$222,671
Benefits paid (including direct rollovers)	2016-12-31	$222,671
Total plan assets at end of year	2016-12-31	$773,912
Total plan assets at beginning of year	2016-12-31	$854,198
Total contributions received or receivable from participants	2016-12-31	$42,111
Other income received	2016-12-31	$58,550
Net income (gross income less expenses)	2016-12-31	$-80,286
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$773,912
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$854,198
Assets. Value of participant loans	2016-12-31	$81,995
Total contributions received or receivable from employer(s)	2016-12-31	$41,724
2015 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$75,141
Expenses. Total of all expenses incurred	2015-12-31	$24,241
Benefits paid (including direct rollovers)	2015-12-31	$24,241
Total plan assets at end of year	2015-12-31	$854,198
Total plan assets at beginning of year	2015-12-31	$803,298
Total contributions received or receivable from participants	2015-12-31	$49,678
Other income received	2015-12-31	$5,674
Net income (gross income less expenses)	2015-12-31	$50,900
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$854,198
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$803,298
Assets. Value of participant loans	2015-12-31	$50,749
Assets. Value of real-estate (other than employer real property)	2015-12-31	$220,000
Total contributions received or receivable from employer(s)	2015-12-31	$19,789
2014 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$104,050
Expenses. Total of all expenses incurred	2014-12-31	$1,314
Benefits paid (including direct rollovers)	2014-12-31	$1,298
Total plan assets at end of year	2014-12-31	$803,298
Total plan assets at beginning of year	2014-12-31	$700,562
Total contributions received or receivable from participants	2014-12-31	$36,561
Expenses. Other expenses not covered elsewhere	2014-12-31	$16
Other income received	2014-12-31	$32,054
Net income (gross income less expenses)	2014-12-31	$102,736
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$803,298
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$700,562
Assets. Value of real-estate (other than employer real property)	2014-12-31	$220,000
Total contributions received or receivable from employer(s)	2014-12-31	$35,435
2013 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$147,825
Total plan assets at end of year	2013-12-31	$700,562
Total plan assets at beginning of year	2013-12-31	$552,737
Total contributions received or receivable from participants	2013-12-31	$63,217
Other income received	2013-12-31	$65,434
Net income (gross income less expenses)	2013-12-31	$147,825
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$700,562
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$552,737
Assets. Value of real-estate (other than employer real property)	2013-12-31	$220,000
Total contributions received or receivable from employer(s)	2013-12-31	$19,174
2012 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$97,878
Total plan assets at end of year	2012-12-31	$552,737
Total plan assets at beginning of year	2012-12-31	$454,859
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$50,708
Other income received	2012-12-31	$32,366
Net income (gross income less expenses)	2012-12-31	$97,878
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$552,737
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$454,859
Assets. Value of real-estate (other than employer real property)	2012-12-31	$212,750
Total contributions received or receivable from employer(s)	2012-12-31	$14,804
2011 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$64,739
Total plan assets at end of year	2011-12-31	$454,859
Total plan assets at beginning of year	2011-12-31	$390,120
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$40,963
Other income received	2011-12-31	$9,334
Net income (gross income less expenses)	2011-12-31	$64,739
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$454,859
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$390,120
Assets. Value of real-estate (other than employer real property)	2011-12-31	$212,750
Total contributions received or receivable from employer(s)	2011-12-31	$14,442
2010 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$76,595
Expenses. Total of all expenses incurred	2010-12-31	$340
Total plan assets at end of year	2010-12-31	$390,120
Total plan assets at beginning of year	2010-12-31	$313,865
Total contributions received or receivable from participants	2010-12-31	$32,894
Expenses. Other expenses not covered elsewhere	2010-12-31	$340
Other income received	2010-12-31	$29,248
Net income (gross income less expenses)	2010-12-31	$76,255
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$390,120
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$313,865
Total contributions received or receivable from employer(s)	2010-12-31	$14,453

Form 5500 Responses for HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN

2023: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HALE & COMPANY, CPA, P.C.
Employer identification number (EIN):	731486189
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants