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Plan Name | HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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 |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | JOSEPH SAGEL | 2021-10-12 | ||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | JOSEPH SAGEL | |||
003 | 2016-01-01 | JOSEPH SAGEL | |||
003 | 2015-01-01 | JOSEPH SAGEL | |||
003 | 2014-01-01 | JOSEPH SAGEL | |||
003 | 2013-01-01 | JOSEPH SAGEL | |||
003 | 2012-01-01 | ROGER BURNS, TRUSTEE | |||
003 | 2011-01-01 | ROGER BURNS TRUSTEE | |||
003 | 2010-01-01 | ROGER BURNS TRUSTEE | |||
003 | 2009-01-01 | ROGER BURNS TRUSTEE |
Measure | Date | Value |
---|---|---|
2022: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,140 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 887 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 127 |
Total of all active and inactive participants | 2022-01-01 | 1,014 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1,014 |
Number of participants with account balances | 2022-01-01 | 1,009 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 74 |
2021: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,034 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 849 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 224 |
Total of all active and inactive participants | 2021-01-01 | 1,105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 1,109 |
Number of participants with account balances | 2021-01-01 | 1,107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 49 |
2020: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 844 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 765 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 201 |
Total of all active and inactive participants | 2020-01-01 | 994 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 995 |
Number of participants with account balances | 2020-01-01 | 994 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 44 |
2019: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 750 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 607 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 179 |
Total of all active and inactive participants | 2019-01-01 | 805 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 806 |
Number of participants with account balances | 2019-01-01 | 804 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 47 |
2018: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 696 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 562 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 151 |
Total of all active and inactive participants | 2018-01-01 | 732 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 734 |
Number of participants with account balances | 2018-01-01 | 734 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 37 |
2017: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 603 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 507 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 134 |
Total of all active and inactive participants | 2017-01-01 | 658 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 659 |
Number of participants with account balances | 2017-01-01 | 658 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 27 |
2016: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 582 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 445 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 117 |
Total of all active and inactive participants | 2016-01-01 | 583 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 585 |
Number of participants with account balances | 2016-01-01 | 584 |
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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 512 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 425 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 142 |
Total of all active and inactive participants | 2015-01-01 | 576 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 582 |
Number of participants with account balances | 2015-01-01 | 542 |
2014: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 560 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 397 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 95 |
Total of all active and inactive participants | 2014-01-01 | 507 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 512 |
Number of participants with account balances | 2014-01-01 | 494 |
2013: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 518 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 352 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 194 |
Total of all active and inactive participants | 2013-01-01 | 556 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 560 |
Number of participants with account balances | 2013-01-01 | 560 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 45 |
2012: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 547 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 368 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 146 |
Total of all active and inactive participants | 2012-01-01 | 519 |
Total participants | 2012-01-01 | 519 |
Number of participants with account balances | 2012-01-01 | 518 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 24 |
2011: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 569 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 388 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 155 |
Total of all active and inactive participants | 2011-01-01 | 547 |
Total participants | 2011-01-01 | 547 |
Number of participants with account balances | 2011-01-01 | 546 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 26 |
2010: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 580 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 424 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 143 |
Total of all active and inactive participants | 2010-01-01 | 569 |
Total participants | 2010-01-01 | 569 |
Number of participants with account balances | 2010-01-01 | 567 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 47 |
2009: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 538 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 455 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 124 |
Total of all active and inactive participants | 2009-01-01 | 580 |
Total participants | 2009-01-01 | 580 |
Number of participants with account balances | 2009-01-01 | 579 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 36 |
Measure | Date | Value |
---|---|---|
2022 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $13,551,731 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $13,551,731 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $13,819 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $16,513,734 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $19,922,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $19,922,223 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,908,031 |
Value of total assets at end of year | 2022-12-31 | $41,080,288 |
Value of total assets at beginning of year | 2022-12-31 | $44,474,958 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $53,972 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $3,140 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $3,194 |
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 | $2,658,031 |
Value of net income/loss | 2022-12-31 | $-3,408,489 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $41,066,469 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $44,474,958 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $158,762 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $182,839 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $182,839 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $53,972 |
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 | $38,260,355 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $42,538,925 |
Contributions received in cash from employer | 2022-12-31 | $250,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,658,031 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $19,922,223 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $13,819 |
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 |
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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $2,150,785 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $2,150,785 |
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 |
Total income from all sources (including contributions) | 2021-12-31 | $4,150,882 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,551,014 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,551,014 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,000,000 |
Value of total assets at end of year | 2021-12-31 | $44,474,958 |
Value of total assets at beginning of year | 2021-12-31 | $41,875,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $97 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $3,194 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $3,194 |
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 |
Value of net income/loss | 2021-12-31 | $2,599,868 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $44,474,958 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $41,875,090 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $182,839 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $233,756 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $233,756 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $97 |
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 | $42,538,925 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $40,388,140 |
Contributions received in cash from employer | 2021-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,750,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,551,014 |
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 |
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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $7,755,540 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $7,755,540 |
Total income from all sources (including contributions) | 2020-12-31 | $9,505,865 |
Total of all expenses incurred | 2020-12-31 | $1,154,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,154,379 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,750,000 |
Value of total assets at end of year | 2020-12-31 | $41,875,090 |
Value of total assets at beginning of year | 2020-12-31 | $33,523,604 |
Total interest from all sources | 2020-12-31 | $325 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $3,194 |
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 | $8,351,486 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $41,875,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $33,523,604 |
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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $233,756 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $37,810 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $37,810 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $325 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $40,388,140 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $32,632,600 |
Contributions received in cash from employer | 2020-12-31 | $1,750,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,250,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $853,194 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,154,379 |
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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $6,208,670 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $6,208,670 |
Total income from all sources (including contributions) | 2019-12-31 | $7,720,057 |
Total income from all sources (including contributions) | 2019-12-31 | $7,720,057 |
Total of all expenses incurred | 2019-12-31 | $1,416,279 |
Total of all expenses incurred | 2019-12-31 | $1,416,279 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,416,279 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,416,279 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,500,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,500,000 |
Value of total assets at end of year | 2019-12-31 | $33,523,604 |
Value of total assets at beginning of year | 2019-12-31 | $27,219,826 |
Value of total assets at beginning of year | 2019-12-31 | $27,219,826 |
Total interest from all sources | 2019-12-31 | $11,387 |
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 |
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 |
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 | $6,303,778 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $33,523,604 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $33,523,604 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $27,219,826 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $27,219,826 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $37,810 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $37,810 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $45,896 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $45,896 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $45,896 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $45,896 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $11,387 |
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 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $32,632,600 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $32,632,600 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $26,423,930 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $26,423,930 |
Contributions received in cash from employer | 2019-12-31 | $1,500,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $853,194 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,416,279 |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $5,064,410 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $5,064,410 |
Total income from all sources (including contributions) | 2018-12-31 | $6,321,643 |
Total of all expenses incurred | 2018-12-31 | $1,044,948 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,044,948 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,250,000 |
Value of total assets at end of year | 2018-12-31 | $27,219,826 |
Value of total assets at beginning of year | 2018-12-31 | $21,943,131 |
Total interest from all sources | 2018-12-31 | $7,233 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
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 |
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 | $5,276,695 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $27,219,826 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $21,943,131 |
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 pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $45,896 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $33,611 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $33,611 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $7,233 |
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 |
Assets. Invements in employer securities at end of year | 2018-12-31 | $26,423,930 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $21,359,520 |
Contributions received in cash from employer | 2018-12-31 | $1,250,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $550,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,044,948 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2018-12-31 | 751969466 |
2017 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $3,284,450 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $3,284,450 |
Total income from all sources (including contributions) | 2017-12-31 | $3,985,680 |
Total of all expenses incurred | 2017-12-31 | $776,168 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $776,168 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $700,000 |
Value of total assets at end of year | 2017-12-31 | $21,943,131 |
Value of total assets at beginning of year | 2017-12-31 | $18,733,619 |
Total interest from all sources | 2017-12-31 | $1,230 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
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 |
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 | $3,209,512 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $21,943,131 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,733,619 |
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 common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $33,611 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $58,549 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $58,549 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,230 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $21,359,520 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $18,075,070 |
Contributions received in cash from employer | 2017-12-31 | $700,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $550,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $776,168 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2017-12-31 | 751969466 |
2016 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $3,432,780 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $3,432,780 |
Total income from all sources (including contributions) | 2016-12-31 | $4,483,687 |
Total of all expenses incurred | 2016-12-31 | $612,161 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $612,161 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,050,000 |
Value of total assets at end of year | 2016-12-31 | $18,733,619 |
Value of total assets at beginning of year | 2016-12-31 | $14,862,093 |
Total interest from all sources | 2016-12-31 | $907 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
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 |
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 | $3,871,526 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,733,619 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $14,862,093 |
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 common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $58,549 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $19,803 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $19,803 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $907 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $18,075,070 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $14,642,290 |
Contributions received in cash from employer | 2016-12-31 | $1,050,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $600,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $612,161 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2016-12-31 | 751969466 |
2015 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $1,599,845 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $1,599,845 |
Total income from all sources (including contributions) | 2015-12-31 | $2,249,909 |
Total of all expenses incurred | 2015-12-31 | $551,259 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $551,259 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $650,000 |
Value of total assets at end of year | 2015-12-31 | $14,862,093 |
Value of total assets at beginning of year | 2015-12-31 | $13,163,443 |
Total interest from all sources | 2015-12-31 | $64 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
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 |
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 | $1,698,650 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $14,862,093 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,163,443 |
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 common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $19,803 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $20,998 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $20,998 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $64 |
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 |
Assets. Invements in employer securities at end of year | 2015-12-31 | $14,642,290 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $13,042,445 |
Contributions received in cash from employer | 2015-12-31 | $650,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $200,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $551,259 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2015-12-31 | 751969466 |
2014 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $1,752,413 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $1,752,413 |
Total income from all sources (including contributions) | 2014-12-31 | $2,303,650 |
Total of all expenses incurred | 2014-12-31 | $365,193 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $365,193 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $551,232 |
Value of total assets at end of year | 2014-12-31 | $13,163,443 |
Value of total assets at beginning of year | 2014-12-31 | $11,224,986 |
Total interest from all sources | 2014-12-31 | $5 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
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 |
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 | $1,938,457 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $13,163,443 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,224,986 |
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 common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $20,998 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $36,186 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $36,186 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $5 |
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 |
Assets. Invements in employer securities at end of year | 2014-12-31 | $13,042,445 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $11,188,800 |
Contributions received in cash from employer | 2014-12-31 | $551,232 |
Employer contributions (assets) at end of year | 2014-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $365,193 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2014-12-31 | 751969466 |
2013 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,423,800 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,423,800 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $179 |
Total income from all sources (including contributions) | 2013-12-31 | $1,783,807 |
Total of all expenses incurred | 2013-12-31 | $361,648 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $361,648 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $360,000 |
Value of total assets at end of year | 2013-12-31 | $11,224,986 |
Value of total assets at beginning of year | 2013-12-31 | $9,803,006 |
Total interest from all sources | 2013-12-31 | $7 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $179 |
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 | $1,422,159 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,224,986 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,802,827 |
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 common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $36,186 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,006 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,006 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $7 |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $11,188,800 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $9,765,000 |
Contributions received in cash from employer | 2013-12-31 | $360,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $35,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $361,648 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2013-12-31 | 751969466 |
2012 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-745,500 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-745,500 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $179 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $477 |
Total income from all sources (including contributions) | 2012-12-31 | $-645,420 |
Total of all expenses incurred | 2012-12-31 | $349,948 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $350,125 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $100,000 |
Value of total assets at end of year | 2012-12-31 | $9,803,006 |
Value of total assets at beginning of year | 2012-12-31 | $10,798,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $-177 |
Total interest from all sources | 2012-12-31 | $80 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $179 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $477 |
Administrative expenses (other) incurred | 2012-12-31 | $-177 |
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 | $-995,368 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,802,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,798,195 |
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 common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,006 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $38,172 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $38,172 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $80 |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $9,765,000 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $10,510,500 |
Contributions received in cash from employer | 2012-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $35,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $350,125 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2012-12-31 | 751969466 |
2011 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,039,500 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,039,500 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $477 |
Total income from all sources (including contributions) | 2011-12-31 | $-739,329 |
Total of all expenses incurred | 2011-12-31 | $452,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $452,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $300,000 |
Value of total assets at end of year | 2011-12-31 | $10,798,672 |
Value of total assets at beginning of year | 2011-12-31 | $11,990,399 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $578 |
Total interest from all sources | 2011-12-31 | $171 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $477 |
Administrative expenses (other) incurred | 2011-12-31 | $578 |
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 | $-1,192,204 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,798,195 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,990,399 |
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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $38,172 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $440,399 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $440,399 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $171 |
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 |
Assets. Invements in employer securities at end of year | 2011-12-31 | $10,510,500 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $11,550,000 |
Contributions received in cash from employer | 2011-12-31 | $300,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $452,297 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2011-12-31 | 751969466 |
2010 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-577,500 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-577,500 |
Total income from all sources (including contributions) | 2010-12-31 | $-177,266 |
Total of all expenses incurred | 2010-12-31 | $440,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $440,094 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $400,000 |
Value of total assets at end of year | 2010-12-31 | $11,990,399 |
Value of total assets at beginning of year | 2010-12-31 | $12,607,759 |
Total interest from all sources | 2010-12-31 | $234 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
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 |
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 | $-617,360 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,990,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $12,607,759 |
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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $440,399 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $480,259 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $480,259 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $234 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $11,550,000 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $12,127,500 |
Contributions received in cash from employer | 2010-12-31 | $400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $440,094 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | PERKINS, DEXTER, SINOPOLI & HAMM PC |
Accountancy firm EIN | 2010-12-31 | 751969466 |
2022: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 |