?>
Plan Name | HALFF ASSOCIATES, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HALFF ASSOCIATES, INC |
Employer identification number (EIN): | 751308699 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Additional information about HALFF ASSOCIATES, INC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1969-08-27 |
Company Identification Number: | 0026570900 |
Legal Registered Office Address: |
1201 N BOWSER RD RICHARDSON United States of America (USA) 75081 |
More information about HALFF ASSOCIATES, INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | JOSEPH SAGEL | 2021-10-12 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JOSEPH SAGEL | |||
001 | 2016-01-01 | JOSEPH SAGEL | |||
001 | 2015-01-01 | JOSEPH SAGEL | |||
001 | 2014-01-01 | JOSEPH SAGEL | |||
001 | 2013-01-01 | JOSEPH SAGEL | |||
001 | 2012-01-01 | ROGER BURNS, CFO | |||
001 | 2011-01-01 | ROGER BURNS CFO | |||
001 | 2010-01-01 | ROGER BURNS CFO | |||
001 | 2009-01-01 | ROGER BURNS CFO |
Measure | Date | Value |
---|---|---|
2022: HALFF ASSOCIATES, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,479 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,344 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 443 |
Total of all active and inactive participants | 2022-01-01 | 1,808 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1,808 |
Number of participants with account balances | 2022-01-01 | 1,749 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 215 |
2021: HALFF ASSOCIATES, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,393 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,131 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 320 |
Total of all active and inactive participants | 2021-01-01 | 1,460 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1,460 |
Number of participants with account balances | 2021-01-01 | 1,391 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 133 |
2020: HALFF ASSOCIATES, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,210 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,002 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 340 |
Total of all active and inactive participants | 2020-01-01 | 1,353 |
Total participants | 2020-01-01 | 1,353 |
Number of participants with account balances | 2020-01-01 | 1,284 |
2019: HALFF ASSOCIATES, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 957 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 908 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 290 |
Total of all active and inactive participants | 2019-01-01 | 1,210 |
Total participants | 2019-01-01 | 1,210 |
Number of participants with account balances | 2019-01-01 | 1,116 |
2018: HALFF ASSOCIATES, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 697 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 731 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 216 |
Total of all active and inactive participants | 2018-01-01 | 957 |
Total participants | 2018-01-01 | 957 |
Number of participants with account balances | 2018-01-01 | 807 |
2017: HALFF ASSOCIATES, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 594 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 689 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 172 |
Total of all active and inactive participants | 2017-01-01 | 871 |
Total participants | 2017-01-01 | 871 |
Number of participants with account balances | 2017-01-01 | 678 |
2016: HALFF ASSOCIATES, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 659 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 555 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 170 |
Total of all active and inactive participants | 2016-01-01 | 729 |
Total participants | 2016-01-01 | 729 |
Number of participants with account balances | 2016-01-01 | 594 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 37 |
2015: HALFF ASSOCIATES, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 614 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 499 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 156 |
Total of all active and inactive participants | 2015-01-01 | 659 |
Total participants | 2015-01-01 | 659 |
Number of participants with account balances | 2015-01-01 | 533 |
2014: HALFF ASSOCIATES, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 551 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 470 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 142 |
Total of all active and inactive participants | 2014-01-01 | 614 |
Total participants | 2014-01-01 | 614 |
Number of participants with account balances | 2014-01-01 | 507 |
2013: HALFF ASSOCIATES, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 553 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 407 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 142 |
Total of all active and inactive participants | 2013-01-01 | 550 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 551 |
Number of participants with account balances | 2013-01-01 | 476 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 19 |
2012: HALFF ASSOCIATES, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 563 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 413 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 139 |
Total of all active and inactive participants | 2012-01-01 | 553 |
Total participants | 2012-01-01 | 553 |
Number of participants with account balances | 2012-01-01 | 486 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 20 |
2011: HALFF ASSOCIATES, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 586 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 430 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 131 |
Total of all active and inactive participants | 2011-01-01 | 563 |
Total participants | 2011-01-01 | 563 |
Number of participants with account balances | 2011-01-01 | 492 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 46 |
2010: HALFF ASSOCIATES, INC. 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 605 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 463 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 122 |
Total of all active and inactive participants | 2010-01-01 | 586 |
Total participants | 2010-01-01 | 586 |
Number of participants with account balances | 2010-01-01 | 501 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 59 |
2009: HALFF ASSOCIATES, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 586 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 499 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 106 |
Total of all active and inactive participants | 2009-01-01 | 605 |
Total participants | 2009-01-01 | 605 |
Number of participants with account balances | 2009-01-01 | 510 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 73 |
Measure | Date | Value |
---|---|---|
2022 : HALFF ASSOCIATES, INC. 401(K) PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,185,504 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $9,255,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $9,186,580 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $22,324,397 |
Value of total assets at end of year | 2022-12-31 | $136,204,456 |
Value of total assets at beginning of year | 2022-12-31 | $146,645,479 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $68,939 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $35,300 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $5,415,420 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $5,415,420 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $9,431,986 |
Participant contributions at end of year | 2022-12-31 | $632,296 |
Participant contributions at beginning of year | 2022-12-31 | $805,914 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $9,850,706 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $68,939 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-10,441,023 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $136,204,456 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $146,645,479 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $125,064,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $136,973,129 |
Interest on participant loans | 2022-12-31 | $35,300 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $7,464,934 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $6,312,111 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $96,076 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $96,076 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-28,960,621 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $3,041,705 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,042,255 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,458,249 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $9,186,580 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | STAMBAUGH NESS, INC. |
Accountancy firm EIN | 2022-12-31 | 232846715 |
2021 : HALFF ASSOCIATES, INC. 401(K) PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $34,556,603 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $15,194,009 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $15,107,376 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $8,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $16,377,327 |
Value of total assets at end of year | 2021-12-31 | $146,645,479 |
Value of total assets at beginning of year | 2021-12-31 | $127,282,885 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $77,881 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $36,683 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $8,900,085 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $8,900,085 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $7,878,835 |
Participant contributions at end of year | 2021-12-31 | $805,914 |
Participant contributions at beginning of year | 2021-12-31 | $705,600 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $6,040,243 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $38,646 |
Administrative expenses (other) incurred | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $19,362,594 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $146,645,479 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $127,282,885 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $136,973,129 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $116,655,614 |
Interest on participant loans | 2021-12-31 | $36,683 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $6,312,111 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $7,703,671 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $96,076 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $9,083,728 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $120,134 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $2,458,249 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,458,249 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,218,000 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $15,107,376 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $77,881 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | STAMBAUGH NESS, INC. |
Accountancy firm EIN | 2021-12-31 | 232846715 |
2020 : HALFF ASSOCIATES, INC. 401(K) PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $29,733,438 |
Total of all expenses incurred | 2020-12-31 | $5,619,020 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,525,974 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $24,971 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $12,296,623 |
Value of total assets at end of year | 2020-12-31 | $127,282,885 |
Value of total assets at beginning of year | 2020-12-31 | $103,168,467 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $68,075 |
Total interest from all sources | 2020-12-31 | $34,368 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,814,591 |
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 | $3,814,591 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $6,731,919 |
Participant contributions at end of year | 2020-12-31 | $705,600 |
Participant contributions at beginning of year | 2020-12-31 | $542,369 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,346,704 |
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 | $24,114,418 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $127,282,885 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $103,168,467 |
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 | $116,655,614 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $94,641,137 |
Interest on participant loans | 2020-12-31 | $34,368 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $7,703,671 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $6,230,714 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $13,508,572 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $79,284 |
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 | $2,218,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,218,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,754,247 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,525,974 |
Contract administrator fees | 2020-12-31 | $68,075 |
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 | 2020-12-31 | No |
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 | STAMBAUGH NESS, INC. |
Accountancy firm EIN | 2020-12-31 | 232846715 |
2019 : HALFF ASSOCIATES, INC. 401(K) PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $30,277,562 |
Total of all expenses incurred | 2019-12-31 | $6,752,935 |
Total of all expenses incurred | 2019-12-31 | $6,752,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,683,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $12,203,379 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $12,203,379 |
Value of total assets at end of year | 2019-12-31 | $103,168,467 |
Value of total assets at end of year | 2019-12-31 | $103,168,467 |
Value of total assets at beginning of year | 2019-12-31 | $79,643,840 |
Value of total assets at beginning of year | 2019-12-31 | $79,643,840 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $69,829 |
Total interest from all sources | 2019-12-31 | $24,684 |
Total interest from all sources | 2019-12-31 | $24,684 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,402,269 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,402,269 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $4,402,269 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $4,402,269 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $5,655,186 |
Contributions received from participants | 2019-12-31 | $5,655,186 |
Participant contributions at end of year | 2019-12-31 | $542,369 |
Participant contributions at end of year | 2019-12-31 | $542,369 |
Participant contributions at beginning of year | 2019-12-31 | $387,984 |
Participant contributions at beginning of year | 2019-12-31 | $387,984 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,793,946 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,793,946 |
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 |
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 | $23,524,627 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $103,168,467 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $103,168,467 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $79,643,840 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $79,643,840 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 | $94,641,137 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $94,641,137 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $71,714,011 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $71,714,011 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $24,684 |
Interest on participant loans | 2019-12-31 | $24,684 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $6,230,714 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $6,230,714 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $6,213,208 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $6,213,208 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $13,517,419 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $13,517,419 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $129,811 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $1,754,247 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,754,247 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,754,247 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,328,637 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,328,637 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,683,106 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,683,106 |
Contract administrator fees | 2019-12-31 | $69,829 |
Contract administrator fees | 2019-12-31 | $69,829 |
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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2019-12-31 | 751969466 |
Accountancy firm EIN | 2019-12-31 | 751969466 |
2018 : HALFF ASSOCIATES, INC. 401(K) PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $1,197,830 |
Total of all expenses incurred | 2018-12-31 | $3,752,347 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,684,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,013,906 |
Value of total assets at end of year | 2018-12-31 | $79,643,840 |
Value of total assets at beginning of year | 2018-12-31 | $82,198,357 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $67,958 |
Total interest from all sources | 2018-12-31 | $16,359 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,690,066 |
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 | $4,690,066 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,168,374 |
Participant contributions at end of year | 2018-12-31 | $387,984 |
Participant contributions at beginning of year | 2018-12-31 | $297,314 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $516,895 |
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 | $-2,554,517 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $79,643,840 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $82,198,357 |
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 | $71,714,011 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $74,207,198 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $16,359 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $6,213,208 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $6,479,173 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-9,625,415 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $102,914 |
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 | $1,328,637 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,328,637 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,214,672 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,684,389 |
Contract administrator fees | 2018-12-31 | $67,958 |
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 | 2018-12-31 | No |
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 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2018-12-31 | 751969466 |
2017 : HALFF ASSOCIATES, INC. 401(K) PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $18,878,554 |
Total of all expenses incurred | 2017-12-31 | $5,492,998 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,433,736 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,529,196 |
Value of total assets at end of year | 2017-12-31 | $82,198,357 |
Value of total assets at beginning of year | 2017-12-31 | $68,812,801 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $59,262 |
Total interest from all sources | 2017-12-31 | $13,986 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,597,529 |
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 | $3,597,529 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,654,173 |
Participant contributions at end of year | 2017-12-31 | $297,314 |
Participant contributions at beginning of year | 2017-12-31 | $329,095 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $679,575 |
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 | $13,385,556 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $82,198,357 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $68,812,801 |
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 | $74,207,198 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $61,034,653 |
Interest on participant loans | 2017-12-31 | $13,986 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $6,479,173 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $6,375,392 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $9,657,417 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $80,426 |
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 | Yes |
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 | $1,195,448 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,214,672 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,073,661 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,433,736 |
Contract administrator fees | 2017-12-31 | $59,262 |
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 | 2017-12-31 | No |
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 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2017-12-31 | 751969466 |
2016 : HALFF ASSOCIATES, INC. 401(K) PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $9,097,797 |
Total of all expenses incurred | 2016-12-31 | $1,251,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,199,781 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,587,077 |
Value of total assets at end of year | 2016-12-31 | $68,812,801 |
Value of total assets at beginning of year | 2016-12-31 | $60,966,098 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $51,313 |
Total interest from all sources | 2016-12-31 | $14,300 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,181,418 |
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 | $2,181,418 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,056,808 |
Participant contributions at end of year | 2016-12-31 | $329,095 |
Participant contributions at beginning of year | 2016-12-31 | $313,138 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $453,050 |
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 | $7,846,703 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $68,812,801 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $60,966,098 |
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 | $61,034,653 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $53,192,854 |
Interest on participant loans | 2016-12-31 | $14,300 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $6,375,392 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $6,510,331 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,241,136 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $73,866 |
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 | Yes |
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 | $1,077,219 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,073,661 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $949,775 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,199,781 |
Contract administrator fees | 2016-12-31 | $51,313 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2016-12-31 | 751969466 |
2015 : HALFF ASSOCIATES, INC. 401(K) PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $4,297,423 |
Total of all expenses incurred | 2015-12-31 | $2,492,930 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,444,462 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,880,020 |
Value of total assets at end of year | 2015-12-31 | $60,966,098 |
Value of total assets at beginning of year | 2015-12-31 | $59,161,605 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $48,468 |
Total interest from all sources | 2015-12-31 | $11,451 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,674,889 |
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 | $2,674,889 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,796,886 |
Participant contributions at end of year | 2015-12-31 | $313,138 |
Participant contributions at beginning of year | 2015-12-31 | $190,183 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $136,424 |
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 | $1,804,493 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $60,966,098 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $59,161,605 |
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 | $53,192,854 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $53,647,376 |
Interest on participant loans | 2015-12-31 | $11,451 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $6,510,331 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,786,288 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,321,199 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $52,262 |
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 | $946,710 |
Employer contributions (assets) at end of year | 2015-12-31 | $949,775 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $537,758 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,444,462 |
Contract administrator fees | 2015-12-31 | $48,468 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2015-12-31 | 751969466 |
2014 : HALFF ASSOCIATES, INC. 401(K) PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $6,028,538 |
Total of all expenses incurred | 2014-12-31 | $3,128,320 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,082,190 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,106,846 |
Value of total assets at end of year | 2014-12-31 | $59,161,605 |
Value of total assets at beginning of year | 2014-12-31 | $56,261,387 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $46,130 |
Total interest from all sources | 2014-12-31 | $6,455 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,110,620 |
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 | $3,110,620 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,494,135 |
Participant contributions at end of year | 2014-12-31 | $190,183 |
Participant contributions at beginning of year | 2014-12-31 | $103,655 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $57,620 |
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 | $2,900,218 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $59,161,605 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $56,261,387 |
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 | $53,647,376 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $50,583,982 |
Interest on participant loans | 2014-12-31 | $6,455 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,786,288 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $5,141,288 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-237,156 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $41,773 |
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 | $555,091 |
Employer contributions (assets) at end of year | 2014-12-31 | $537,758 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $432,462 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,082,190 |
Contract administrator fees | 2014-12-31 | $46,130 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2014-12-31 | 751969466 |
2013 : HALFF ASSOCIATES, INC. 401(K) PLAN 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $12,493,942 |
Total of all expenses incurred | 2013-12-31 | $4,877,102 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,836,127 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,089,111 |
Value of total assets at end of year | 2013-12-31 | $56,261,387 |
Value of total assets at beginning of year | 2013-12-31 | $48,644,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $40,975 |
Total interest from all sources | 2013-12-31 | $6,601 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,673,160 |
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 | $1,673,160 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,193,903 |
Participant contributions at end of year | 2013-12-31 | $103,655 |
Participant contributions at beginning of year | 2013-12-31 | $148,145 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $462,746 |
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 | $7,616,840 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $56,261,387 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $48,644,547 |
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 | $50,583,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $42,131,601 |
Interest on participant loans | 2013-12-31 | $6,601 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $5,141,288 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $6,088,326 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,666,161 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $58,909 |
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 | $432,462 |
Employer contributions (assets) at end of year | 2013-12-31 | $432,462 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $276,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,836,127 |
Contract administrator fees | 2013-12-31 | $40,975 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2013-12-31 | 751969466 |
2012 : HALFF ASSOCIATES, INC. 401(K) PLAN 2012 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $986 |
Total income from all sources (including contributions) | 2012-12-31 | $8,728,088 |
Total of all expenses incurred | 2012-12-31 | $1,724,590 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,687,681 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,532,507 |
Value of total assets at end of year | 2012-12-31 | $48,644,547 |
Value of total assets at beginning of year | 2012-12-31 | $41,642,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $36,909 |
Total interest from all sources | 2012-12-31 | $7,813 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,197,139 |
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 | $1,197,139 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,160,245 |
Participant contributions at end of year | 2012-12-31 | $148,145 |
Participant contributions at beginning of year | 2012-12-31 | $148,537 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $91,812 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $986 |
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 | $7,003,498 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $48,644,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $41,641,049 |
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 | $42,131,601 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $36,524,272 |
Interest on participant loans | 2012-12-31 | $7,813 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $6,088,326 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,658,287 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $25,305 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $25,305 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,919,543 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $71,086 |
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 | $280,450 |
Employer contributions (assets) at end of year | 2012-12-31 | $276,475 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $285,634 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,687,681 |
Contract administrator fees | 2012-12-31 | $36,909 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2012-12-31 | 751969466 |
2011 : HALFF ASSOCIATES, INC. 401(K) PLAN 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $986 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $30,977 |
Total income from all sources (including contributions) | 2011-12-31 | $1,054,969 |
Total of all expenses incurred | 2011-12-31 | $3,639,564 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,639,564 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,601,190 |
Value of total assets at end of year | 2011-12-31 | $41,642,035 |
Value of total assets at beginning of year | 2011-12-31 | $44,256,621 |
Total interest from all sources | 2011-12-31 | $7,560 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $999,406 |
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 | $999,406 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,234,419 |
Participant contributions at end of year | 2011-12-31 | $148,537 |
Participant contributions at beginning of year | 2011-12-31 | $107,978 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $81,137 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $986 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $30,977 |
Other income not declared elsewhere | 2011-12-31 | $21,649 |
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 | $-2,584,595 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $41,641,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $44,225,644 |
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 | $36,524,272 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $39,748,948 |
Interest on participant loans | 2011-12-31 | $7,472 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,658,287 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $25,305 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $3,992,865 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $3,992,865 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $88 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,596,505 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $21,669 |
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 | $285,634 |
Employer contributions (assets) at end of year | 2011-12-31 | $285,634 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $406,830 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,639,564 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2011-12-31 | 751969466 |
2010 : HALFF ASSOCIATES, INC. 401(K) PLAN 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $30,977 |
Total income from all sources (including contributions) | 2010-12-31 | $7,138,057 |
Total of all expenses incurred | 2010-12-31 | $1,132,481 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,132,481 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,941,018 |
Value of total assets at end of year | 2010-12-31 | $44,256,621 |
Value of total assets at beginning of year | 2010-12-31 | $38,220,068 |
Total interest from all sources | 2010-12-31 | $6,627 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $820,654 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $820,654 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,482,369 |
Participant contributions at end of year | 2010-12-31 | $107,978 |
Participant contributions at beginning of year | 2010-12-31 | $98,637 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $51,820 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $30,977 |
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 | $6,005,576 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $44,225,644 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $38,220,068 |
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 | $39,748,948 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $33,676,980 |
Interest on participant loans | 2010-12-31 | $6,627 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $3,992,865 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,908,037 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $3,908,037 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,369,758 |
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 | $406,829 |
Employer contributions (assets) at end of year | 2010-12-31 | $406,830 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $536,414 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,132,481 |
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 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2010-12-31 | 751969466 |
2022: HALFF ASSOCIATES, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HALFF ASSOCIATES, INC. 401(K) PLAN 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 | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: HALFF ASSOCIATES, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HALFF ASSOCIATES, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HALFF ASSOCIATES, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HALFF ASSOCIATES, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HALFF ASSOCIATES, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HALFF ASSOCIATES, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HALFF ASSOCIATES, INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HALFF ASSOCIATES, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HALFF ASSOCIATES, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HALFF ASSOCIATES, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HALFF ASSOCIATES, INC. 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HALFF ASSOCIATES, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |