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

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

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

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES R HALE2024-07-15 JAMES R HALE2024-07-15
0012022-01-01JAMES R HALE2023-01-21 JAMES R HALE2023-01-21
0012021-01-01JAMES R HALE2022-01-29 JAMES R HALE2022-01-29
0012020-01-01JAMES R HALE2021-02-15 JAMES R HALE2021-02-15
0012019-01-01JAMES R HALE2020-10-04 JAMES R HALE2020-10-04
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01JAMES R. HALE JAMES R. HALE2015-10-10
0012013-01-01JAMES R. HALE JAMES R. HALE2014-03-02
0012012-01-01JAMES R. HALE JAMES R. HALE2013-12-09
0012011-01-01JAMES R. HALE JAMES R. HALE2012-07-04
0012009-01-01JAMES R. HALE JAMES R. HALE2010-10-06

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

Measure Date Value
2024 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2024 401k financial data
Total income from all sources2024-01-01$438,189
Expenses. Total of all expenses incurred2024-01-01$688,604
Benefits paid (including direct rollovers)2024-01-01$673,183
Total plan assets at end of year2024-01-01$1,963,138
Total plan assets at beginning of year2024-01-01$2,213,553
Total contributions received or receivable from participants2024-01-01$128,303
Other income received2024-01-01$264,923
Net income (gross income less expenses)2024-01-01$-250,415
Net plan assets at end of year (total assets less liabilities)2024-01-01$1,963,138
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$2,213,553
Total contributions received or receivable from employer(s)2024-01-01$44,963
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$15,421
2023 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$535,283
Expenses. Total of all expenses incurred2023-12-31$121,475
Benefits paid (including direct rollovers)2023-12-31$121,185
Total plan assets at end of year2023-12-31$2,213,553
Total plan assets at beginning of year2023-12-31$1,799,745
Total contributions received or receivable from participants2023-12-31$178,922
Other income received2023-12-31$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$290
2022 : HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-207,870
Expenses. Total of all expenses incurred2022-12-31$30,085
Benefits paid (including direct rollovers)2022-12-31$30,000
Total plan assets at end of year2022-12-31$1,799,745
Total plan assets at beginning of year2022-12-31$2,037,700
Total contributions received or receivable from participants2022-12-31$119,068
Other income received2022-12-31$-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 loans2022-12-31$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 sources2021-12-31$389,909
Expenses. Total of all expenses incurred2021-12-31$3,587
Benefits paid (including direct rollovers)2021-12-31$3,515
Total plan assets at end of year2021-12-31$2,037,700
Total plan assets at beginning of year2021-12-31$1,651,378
Total contributions received or receivable from participants2021-12-31$113,108
Other income received2021-12-31$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 loans2021-12-31$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 sources2020-12-31$375,442
Total plan assets at end of year2020-12-31$1,651,378
Total plan assets at beginning of year2020-12-31$1,275,936
Total contributions received or receivable from participants2020-12-31$110,067
Other income received2020-12-31$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 loans2020-12-31$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 sources2019-12-31$222,758
Total plan assets at end of year2019-12-31$1,275,936
Total plan assets at beginning of year2019-12-31$1,053,178
Total contributions received or receivable from participants2019-12-31$98,041
Other income received2019-12-31$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 loans2019-12-31$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 sources2018-12-31$50,059
Total plan assets at end of year2018-12-31$1,053,178
Total plan assets at beginning of year2018-12-31$1,003,119
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$81,065
Other income received2018-12-31$-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 loans2018-12-31$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 sources2017-12-31$229,207
Total plan assets at end of year2017-12-31$1,003,119
Total plan assets at beginning of year2017-12-31$773,912
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$81,538
Other income received2017-12-31$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 loans2017-12-31$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 sources2016-12-31$142,385
Expenses. Total of all expenses incurred2016-12-31$222,671
Benefits paid (including direct rollovers)2016-12-31$222,671
Total plan assets at end of year2016-12-31$773,912
Total plan assets at beginning of year2016-12-31$854,198
Total contributions received or receivable from participants2016-12-31$42,111
Other income received2016-12-31$58,550
Net income (gross income less expenses)2016-12-31$-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 loans2016-12-31$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 sources2015-12-31$75,141
Expenses. Total of all expenses incurred2015-12-31$24,241
Benefits paid (including direct rollovers)2015-12-31$24,241
Total plan assets at end of year2015-12-31$854,198
Total plan assets at beginning of year2015-12-31$803,298
Total contributions received or receivable from participants2015-12-31$49,678
Other income received2015-12-31$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 loans2015-12-31$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 sources2014-12-31$104,050
Expenses. Total of all expenses incurred2014-12-31$1,314
Benefits paid (including direct rollovers)2014-12-31$1,298
Total plan assets at end of year2014-12-31$803,298
Total plan assets at beginning of year2014-12-31$700,562
Total contributions received or receivable from participants2014-12-31$36,561
Expenses. Other expenses not covered elsewhere2014-12-31$16
Other income received2014-12-31$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 sources2013-12-31$147,825
Total plan assets at end of year2013-12-31$700,562
Total plan assets at beginning of year2013-12-31$552,737
Total contributions received or receivable from participants2013-12-31$63,217
Other income received2013-12-31$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 sources2012-12-31$97,878
Total plan assets at end of year2012-12-31$552,737
Total plan assets at beginning of year2012-12-31$454,859
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$50,708
Other income received2012-12-31$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 sources2011-12-31$64,739
Total plan assets at end of year2011-12-31$454,859
Total plan assets at beginning of year2011-12-31$390,120
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$40,963
Other income received2011-12-31$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 sources2010-12-31$76,595
Expenses. Total of all expenses incurred2010-12-31$340
Total plan assets at end of year2010-12-31$390,120
Total plan assets at beginning of year2010-12-31$313,865
Total contributions received or receivable from participants2010-12-31$32,894
Expenses. Other expenses not covered elsewhere2010-12-31$340
Other income received2010-12-31$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
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HALE & COMPANY, CPA, P.C. EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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