401k Plan data: HALFAKER AND ASSOCIATES, LLC plan

HALFAKER AND ASSOCIATES, LLC 401k Plan overview

Plan Name	HALFAKER AND ASSOCIATES, LLC
Plan identification number	001

HALFAKER AND ASSOCIATES, LLC Benefits

401k Plan Type

Defined 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.
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

HALFAKER AND ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: HALFAKER AND ASSOCIATES, LLC

Employer identification number (EIN): 743158969

NAIC Classification: 541600

Additional information about HALFAKER AND ASSOCIATES, LLC

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2006-01-09

Company Identification Number: S175140

Legal Registered Office Address: 2900 SOUTH QUINCY ST STE 375

ARLINGTON
United States of America (USA)
22206

More information about HALFAKER AND ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALFAKER AND ASSOCIATES, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SUZANNE PAUL
001 2016-01-01 SUZANNE PAUL SUZANNE PAUL 2017-08-16
001 2015-01-01 SUZANNE PAUL
001 2014-01-01 SUZANNE PAUL
001 2014-01-01 SUZANNE PAUL SUZANNE PAUL 2015-09-16
001 2013-01-01 SUZANNE PAUL
001 2012-01-01 JESSICA JOHNSON
001 2011-01-01 EMILY MCMAHAN
001 2010-01-01 HALFAKER AND ASSOCIATES, LLC

Plan Statistics for HALFAKER AND ASSOCIATES, LLC

401k plan membership statisitcs for HALFAKER AND ASSOCIATES, LLC

Measure Date Value
2021: HALFAKER AND ASSOCIATES, LLC 2021 401k membership
Total participants, beginning-of-year 2021-01-01 708
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HALFAKER AND ASSOCIATES, LLC 2020 401k membership
Total participants, beginning-of-year 2020-01-01 671
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 549
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 156
Total of all active and inactive participants 2020-01-01 705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 705
Number of participants with account balances 2020-01-01 537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 54
2019: HALFAKER AND ASSOCIATES, LLC 2019 401k membership
Total participants, beginning-of-year 2019-01-01 643
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 535
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 129
Total of all active and inactive participants 2019-01-01 664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 664
Number of participants with account balances 2019-01-01 459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 94
2018: HALFAKER AND ASSOCIATES, LLC 2018 401k membership
Total participants, beginning-of-year 2018-01-01 423
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 492
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 145
Total of all active and inactive participants 2018-01-01 637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 638
Number of participants with account balances 2018-01-01 466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 20
2017: HALFAKER AND ASSOCIATES, LLC 2017 401k membership
Total participants, beginning-of-year 2017-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 309
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 103
Total of all active and inactive participants 2017-01-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 412
Number of participants with account balances 2017-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 36
2016: HALFAKER AND ASSOCIATES, LLC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 186
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 80
Total of all active and inactive participants 2016-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 266
Number of participants with account balances 2016-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 13
2015: HALFAKER AND ASSOCIATES, LLC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 123
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 71
Total of all active and inactive participants 2015-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 194
Number of participants with account balances 2015-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 21
2014: HALFAKER AND ASSOCIATES, LLC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 118
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 87
Total of all active and inactive participants 2014-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 206
Number of participants with account balances 2014-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 24
2013: HALFAKER AND ASSOCIATES, LLC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 93
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 59
Total of all active and inactive participants 2013-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 152
Number of participants with account balances 2013-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 28
2012: HALFAKER AND ASSOCIATES, LLC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 115
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 40
Total of all active and inactive participants 2012-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 155
Number of participants with account balances 2012-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 24
2011: HALFAKER AND ASSOCIATES, LLC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 156
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 23
Total of all active and inactive participants 2011-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 179
Number of participants with account balances 2011-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: HALFAKER AND ASSOCIATES, LLC 2010 401k membership
Total participants, beginning-of-year 2010-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 178
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 16
Total of all active and inactive participants 2010-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 194
Number of participants with account balances 2010-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2021: HALFAKER AND ASSOCIATES, LLC 2021 401k membership
Total participants, beginning-of-year	2021-01-01	708
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HALFAKER AND ASSOCIATES, LLC 2020 401k membership
Total participants, beginning-of-year	2020-01-01	671
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	549
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	156
Total of all active and inactive participants	2020-01-01	705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	705
Number of participants with account balances	2020-01-01	537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	54
2019: HALFAKER AND ASSOCIATES, LLC 2019 401k membership
Total participants, beginning-of-year	2019-01-01	643
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	535
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	129
Total of all active and inactive participants	2019-01-01	664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	664
Number of participants with account balances	2019-01-01	459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	94
2018: HALFAKER AND ASSOCIATES, LLC 2018 401k membership
Total participants, beginning-of-year	2018-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	492
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	145
Total of all active and inactive participants	2018-01-01	637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	638
Number of participants with account balances	2018-01-01	466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	20
2017: HALFAKER AND ASSOCIATES, LLC 2017 401k membership
Total participants, beginning-of-year	2017-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	309
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	103
Total of all active and inactive participants	2017-01-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	412
Number of participants with account balances	2017-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	36
2016: HALFAKER AND ASSOCIATES, LLC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	186
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	80
Total of all active and inactive participants	2016-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	266
Number of participants with account balances	2016-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	13
2015: HALFAKER AND ASSOCIATES, LLC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	123
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	71
Total of all active and inactive participants	2015-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	194
Number of participants with account balances	2015-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	21
2014: HALFAKER AND ASSOCIATES, LLC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	118
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	87
Total of all active and inactive participants	2014-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	206
Number of participants with account balances	2014-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	24
2013: HALFAKER AND ASSOCIATES, LLC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	93
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	59
Total of all active and inactive participants	2013-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	152
Number of participants with account balances	2013-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	28
2012: HALFAKER AND ASSOCIATES, LLC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	115
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	40
Total of all active and inactive participants	2012-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	155
Number of participants with account balances	2012-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	24
2011: HALFAKER AND ASSOCIATES, LLC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	156
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	23
Total of all active and inactive participants	2011-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	179
Number of participants with account balances	2011-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: HALFAKER AND ASSOCIATES, LLC 2010 401k membership
Total participants, beginning-of-year	2010-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	178
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	16
Total of all active and inactive participants	2010-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	194
Number of participants with account balances	2010-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on HALFAKER AND ASSOCIATES, LLC

Measure	Date	Value
2021 : HALFAKER AND ASSOCIATES, LLC 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-11-30	$0
Total transfer of assets to this plan	2021-11-30	$0
Total transfer of assets from this plan	2021-11-30	$24,292,512
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-30	$0
Total income from all sources (including contributions)	2021-11-30	$8,128,262
Total loss/gain on sale of assets	2021-11-30	$0
Total of all expenses incurred	2021-11-30	$3,298,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-11-30	$3,246,987
Value of total corrective distributions	2021-11-30	$1,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-11-30	$5,662,418
Value of total assets at end of year	2021-11-30	$0
Value of total assets at beginning of year	2021-11-30	$19,462,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-11-30	$50,289
Total interest from all sources	2021-11-30	$15
Total dividends received (eg from common stock, registered investment company shares)	2021-11-30	$62,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-11-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-11-30	$62,907
Was this plan covered by a fidelity bond	2021-11-30	Yes
Value of fidelity bond cover	2021-11-30	$500,000
If this is an individual account plan, was there a blackout period	2021-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-11-30	No
Contributions received from participants	2021-11-30	$3,534,076
Income. Received or receivable in cash from other sources (including rollovers)	2021-11-30	$102,644
Other income not declared elsewhere	2021-11-30	$207
Administrative expenses (other) incurred	2021-11-30	$50,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-30	No
Value of net income/loss	2021-11-30	$4,829,842
Value of net assets at end of year (total assets less liabilities)	2021-11-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-11-30	$19,462,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-11-30	No
Were any leases to which the plan was party in default or uncollectible	2021-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-11-30	$14,788,253
Value of interest in common/collective trusts at beginning of year	2021-11-30	$4,172,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-11-30	$501,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-11-30	$501,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-11-30	$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-11-30	$1,597,921
Net investment gain or loss from common/collective trusts	2021-11-30	$804,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-11-30	No
Was there a failure to transmit to the plan any participant contributions	2021-11-30	No
Has the plan failed to provide any benefit when due under the plan	2021-11-30	No
Contributions received in cash from employer	2021-11-30	$2,025,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-11-30	$3,246,987
Did the plan have assets held for investment	2021-11-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2021-11-30	Unqualified
Accountancy firm name	2021-11-30	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2021-11-30	431947695
2020 : HALFAKER AND ASSOCIATES, LLC 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
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	$7,929,742
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,490,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,453,049
Value of total corrective distributions	2020-12-31	$292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,863,540
Value of total assets at end of year	2020-12-31	$19,462,670
Value of total assets at beginning of year	2020-12-31	$13,023,738
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$37,469
Total interest from all sources	2020-12-31	$790
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$712,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$712,216
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,606,110
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$389,871
Administrative expenses (other) incurred	2020-12-31	$37,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,438,932
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,462,670
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,023,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,788,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,906,765
Value of interest in common/collective trusts at end of year	2020-12-31	$4,172,832
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,706,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$501,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$410,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$410,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$790
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,653,557
Net investment gain or loss from common/collective trusts	2020-12-31	$699,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$867,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,453,049
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : HALFAKER AND ASSOCIATES, LLC 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$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	$0
Total income from all sources (including contributions)	2019-12-31	$6,873,630
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,646,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,583,325
Value of total corrective distributions	2019-12-31	$34,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,669,874
Value of total assets at end of year	2019-12-31	$13,023,738
Value of total assets at beginning of year	2019-12-31	$7,796,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,885
Total interest from all sources	2019-12-31	$4,146
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$442,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$442,525
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,099,582
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$795,381
Administrative expenses (other) incurred	2019-12-31	$28,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,227,043
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,023,738
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,796,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,906,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,552,711
Value of interest in common/collective trusts at end of year	2019-12-31	$2,706,675
Value of interest in common/collective trusts at beginning of year	2019-12-31	$834,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$410,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$409,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$409,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$4,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,388,071
Net investment gain or loss from common/collective trusts	2019-12-31	$369,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$774,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,583,325
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
2018 : HALFAKER AND ASSOCIATES, LLC 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$3,223,653
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$377,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$363,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,850,171
Value of total assets at end of year	2018-12-31	$7,796,695
Value of total assets at beginning of year	2018-12-31	$4,951,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$14,268
Total interest from all sources	2018-12-31	$3,866
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$489,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$489,966
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$496,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,169,758
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,366,113
Other income not declared elsewhere	2018-12-31	$66
Administrative expenses (other) incurred	2018-12-31	$14,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,845,693
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,796,695
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,951,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,552,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,063,907
Value of interest in common/collective trusts at end of year	2018-12-31	$834,874
Value of interest in common/collective trusts at beginning of year	2018-12-31	$689,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$409,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$197,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$197,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,038,726
Net investment gain or loss from common/collective trusts	2018-12-31	$-81,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$314,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$363,692
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA, LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : HALFAKER AND ASSOCIATES, LLC 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,432,363
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$888,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$851,570
Value of total corrective distributions	2017-12-31	$19,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,671,722
Value of total assets at end of year	2017-12-31	$4,951,002
Value of total assets at beginning of year	2017-12-31	$3,406,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$17,447
Total interest from all sources	2017-12-31	$264
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$153,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$153,607
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$341,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,180,520
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$229,271
Administrative expenses (other) incurred	2017-12-31	$17,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,544,143
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,951,002
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,406,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,063,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,544,863
Value of interest in common/collective trusts at end of year	2017-12-31	$689,647
Value of interest in common/collective trusts at beginning of year	2017-12-31	$779,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$197,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$82,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$82,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$264
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$448,802
Net investment gain or loss from common/collective trusts	2017-12-31	$157,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$261,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$851,570
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : HALFAKER AND ASSOCIATES, LLC 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,137,274
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$435,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$433,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$840,299
Value of total assets at end of year	2016-12-31	$3,406,859
Value of total assets at beginning of year	2016-12-31	$2,705,133
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,198
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$66,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$66,028
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$271,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$693,759
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$105,385
Other income not declared elsewhere	2016-12-31	$569
Administrative expenses (other) incurred	2016-12-31	$2,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$701,726
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,406,859
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,705,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,544,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,919,044
Value of interest in common/collective trusts at end of year	2016-12-31	$779,717
Value of interest in common/collective trusts at beginning of year	2016-12-31	$576,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$82,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$209,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$209,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$137,952
Net investment gain or loss from common/collective trusts	2016-12-31	$92,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$41,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$433,350
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA, LLP
Accountancy firm EIN	2016-12-31	135381590
2015 : HALFAKER AND ASSOCIATES, LLC 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
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	$645,960
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$229,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$227,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$713,867
Value of total assets at end of year	2015-12-31	$2,705,133
Value of total assets at beginning of year	2015-12-31	$2,288,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,201
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$85,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$85,166
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$229,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$493,568
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$55,944
Administrative expenses (other) incurred	2015-12-31	$2,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$416,245
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,705,133
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,288,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,919,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,686,964
Value of interest in common/collective trusts at end of year	2015-12-31	$576,638
Value of interest in common/collective trusts at beginning of year	2015-12-31	$451,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$209,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$150,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$150,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-147,836
Net investment gain or loss from common/collective trusts	2015-12-31	$-5,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$164,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$227,514
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA, LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : HALFAKER AND ASSOCIATES, LLC 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$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	$0
Total income from all sources (including contributions)	2014-12-31	$884,195
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$214,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$212,972
Value of total corrective distributions	2014-12-31	$57
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$792,913
Value of total assets at end of year	2014-12-31	$2,288,888
Value of total assets at beginning of year	2014-12-31	$1,618,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,052
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$90,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$90,787
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$162,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$443,727
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$201,286
Other income not declared elsewhere	2014-12-31	$112
Administrative expenses (other) incurred	2014-12-31	$1,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$670,114
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,288,888
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,618,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,686,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,416,908
Value of interest in common/collective trusts at end of year	2014-12-31	$451,077
Value of interest in common/collective trusts at beginning of year	2014-12-31	$93,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$150,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$108,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$108,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-37,253
Net investment gain or loss from common/collective trusts	2014-12-31	$37,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$147,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$212,972
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BDO USA, LLP
Accountancy firm EIN	2014-12-31	135381590
2013 : HALFAKER AND ASSOCIATES, LLC 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
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	$855,531
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$485,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$478,149
Value of total corrective distributions	2013-12-31	$5,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$609,849
Value of total assets at end of year	2013-12-31	$1,618,774
Value of total assets at beginning of year	2013-12-31	$1,248,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,524
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$37,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$37,089
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$125,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$390,667
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$51,816
Other income not declared elsewhere	2013-12-31	$10
Administrative expenses (other) incurred	2013-12-31	$1,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$369,979
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,618,774
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,248,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,416,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,136,248
Value of interest in common/collective trusts at end of year	2013-12-31	$93,569
Value of interest in common/collective trusts at beginning of year	2013-12-31	$56,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$108,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$55,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$55,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$184,825
Net investment gain or loss from common/collective trusts	2013-12-31	$23,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$167,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$478,149
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BDO USA, LLP
Accountancy firm EIN	2013-12-31	135381590
2012 : HALFAKER AND ASSOCIATES, LLC 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$659,618
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$127,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$127,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$539,832
Value of total assets at end of year	2012-12-31	$1,248,795
Value of total assets at beginning of year	2012-12-31	$717,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$856
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$29,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$29,599
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$72,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$414,350
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$17,265
Administrative expenses (other) incurred	2012-12-31	$856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$531,628
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,248,795
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$717,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,136,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$625,313
Value of interest in common/collective trusts at end of year	2012-12-31	$56,945
Value of interest in common/collective trusts at beginning of year	2012-12-31	$12,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$55,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$79,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$79,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$86,453
Net investment gain or loss from common/collective trusts	2012-12-31	$3,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$108,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$127,134
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CHERRY BEKAERT & HOLLAND, LLP
Accountancy firm EIN	2012-12-31	521297695
2011 : HALFAKER AND ASSOCIATES, LLC 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$269,321
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$30,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$30,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$282,805
Value of total assets at end of year	2011-12-31	$717,167
Value of total assets at beginning of year	2011-12-31	$478,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$480
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$12,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$12,707
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$48,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$272,639
Participant contributions at beginning of year	2011-12-31	$2,916
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,578
Administrative expenses (other) incurred	2011-12-31	$480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$238,617
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$717,167
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$478,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$625,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$424,595
Value of interest in common/collective trusts at end of year	2011-12-31	$12,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$79,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-26,547
Net investment gain or loss from common/collective trusts	2011-12-31	$356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$6,588
Employer contributions (assets) at beginning of year	2011-12-31	$51,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$30,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CHERRY BEKAERT & HOLLAND, LLP
Accountancy firm EIN	2011-12-31	521297695
2010 : HALFAKER AND ASSOCIATES, LLC 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$765
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	$240,067
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$19,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$17,718
Value of total corrective distributions	2010-12-31	$1,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$221,464
Value of total assets at end of year	2010-12-31	$478,550
Value of total assets at beginning of year	2010-12-31	$257,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$270
Total interest from all sources	2010-12-31	$0
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 year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$270
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$170,389
Participant contributions at end of year	2010-12-31	$2,916
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$36
Liabilities. Value of operating payables at end of year	2010-12-31	$765
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$220,347
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$477,785
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$257,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$424,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$257,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$18,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$51,039
Employer contributions (assets) at end of year	2010-12-31	$51,039
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$17,718
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CHERRY BEKAERT & HOLLAND, LLP
Accountancy firm EIN	2010-12-31	521297695

Form 5500 Responses for HALFAKER AND ASSOCIATES, LLC

2021: HALFAKER AND ASSOCIATES, LLC 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HALFAKER AND ASSOCIATES, LLC 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HALFAKER AND ASSOCIATES, LLC 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HALFAKER AND ASSOCIATES, LLC 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HALFAKER AND ASSOCIATES, LLC 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HALFAKER AND ASSOCIATES, LLC 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HALFAKER AND ASSOCIATES, LLC 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HALFAKER AND ASSOCIATES, LLC 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HALFAKER AND ASSOCIATES, LLC 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HALFAKER AND ASSOCIATES, LLC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HALFAKER AND ASSOCIATES, LLC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HALFAKER AND ASSOCIATES, LLC 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	HALFAKER AND ASSOCIATES, LLC
Employer identification number (EIN):	743158969
NAIC Classification:	541600

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2006-01-09
Company Identification Number:	S175140
Legal Registered Office Address:	2900 SOUTH QUINCY ST STE 375 ARLINGTON United States of America (USA) 22206