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HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan NameHALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number 003

HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

HALFF ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01JOSEPH SAGEL2021-10-12
0032019-01-01
0032018-01-01
0032017-01-01JOSEPH SAGEL
0032016-01-01JOSEPH SAGEL
0032015-01-01JOSEPH SAGEL
0032014-01-01JOSEPH SAGEL
0032013-01-01JOSEPH SAGEL
0032012-01-01ROGER BURNS, TRUSTEE
0032011-01-01ROGER BURNS TRUSTEE
0032010-01-01ROGER BURNS TRUSTEE
0032009-01-01ROGER BURNS TRUSTEE

Plan Statistics for HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,140
Total number of active participants reported on line 7a of the Form 55002022-01-01887
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01127
Total of all active and inactive participants2022-01-011,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,014
Number of participants with account balances2022-01-011,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0174
2021: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,034
Total number of active participants reported on line 7a of the Form 55002021-01-01849
Number of retired or separated participants receiving benefits2021-01-0132
Number of other retired or separated participants entitled to future benefits2021-01-01224
Total of all active and inactive participants2021-01-011,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,109
Number of participants with account balances2021-01-011,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0149
2020: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01844
Total number of active participants reported on line 7a of the Form 55002020-01-01765
Number of retired or separated participants receiving benefits2020-01-0128
Number of other retired or separated participants entitled to future benefits2020-01-01201
Total of all active and inactive participants2020-01-01994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01995
Number of participants with account balances2020-01-01994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0144
2019: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01750
Total number of active participants reported on line 7a of the Form 55002019-01-01607
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-01179
Total of all active and inactive participants2019-01-01805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01806
Number of participants with account balances2019-01-01804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0147
2018: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01696
Total number of active participants reported on line 7a of the Form 55002018-01-01562
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-01151
Total of all active and inactive participants2018-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01734
Number of participants with account balances2018-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0137
2017: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01603
Total number of active participants reported on line 7a of the Form 55002017-01-01507
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-01134
Total of all active and inactive participants2017-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01659
Number of participants with account balances2017-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01582
Total number of active participants reported on line 7a of the Form 55002016-01-01445
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-01117
Total of all active and inactive participants2016-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01585
Number of participants with account balances2016-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0137
2015: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01512
Total number of active participants reported on line 7a of the Form 55002015-01-01425
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-01142
Total of all active and inactive participants2015-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01582
Number of participants with account balances2015-01-01542
2014: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01560
Total number of active participants reported on line 7a of the Form 55002014-01-01397
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01512
Number of participants with account balances2014-01-01494
2013: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01518
Total number of active participants reported on line 7a of the Form 55002013-01-01352
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01194
Total of all active and inactive participants2013-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01560
Number of participants with account balances2013-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0145
2012: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01547
Total number of active participants reported on line 7a of the Form 55002012-01-01368
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01146
Total of all active and inactive participants2012-01-01519
Total participants2012-01-01519
Number of participants with account balances2012-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01569
Total number of active participants reported on line 7a of the Form 55002011-01-01388
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01155
Total of all active and inactive participants2011-01-01547
Total participants2011-01-01547
Number of participants with account balances2011-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2010: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01580
Total number of active participants reported on line 7a of the Form 55002010-01-01424
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01143
Total of all active and inactive participants2010-01-01569
Total participants2010-01-01569
Number of participants with account balances2010-01-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0147
2009: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01538
Total number of active participants reported on line 7a of the Form 55002009-01-01455
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01124
Total of all active and inactive participants2009-01-01580
Total participants2009-01-01580
Number of participants with account balances2009-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0136

Financial Data on HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

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) assets2022-12-31$13,551,731
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$19,922,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$41,080,288
Value of total assets at beginning of year2022-12-31$44,474,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$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 appraiser2022-12-31No
Income. Non cash contributions2022-12-31$2,658,031
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$158,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$182,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$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 assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$38,260,355
Assets. Invements in employer securities at beginning of year2022-12-31$42,538,925
Contributions received in cash from employer2022-12-31$250,000
Employer contributions (assets) at end of year2022-12-31$2,658,031
Employer contributions (assets) at beginning of year2022-12-31$1,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,922,223
Liabilities. Value of benefit claims payable at end of year2022-12-31$13,819
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2022-12-31232846715
2021 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,150,785
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,551,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$44,474,958
Value of total assets at beginning of year2021-12-31$41,875,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$182,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$233,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$42,538,925
Assets. Invements in employer securities at beginning of year2021-12-31$40,388,140
Contributions received in cash from employer2021-12-31$2,000,000
Employer contributions (assets) at end of year2021-12-31$1,750,000
Employer contributions (assets) at beginning of year2021-12-31$1,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,551,014
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31STAMBAUGH NESS, INC.
Accountancy firm EIN2021-12-31232846715
2020 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$7,755,540
Total unrealized appreciation/depreciation of assets2020-12-31$7,755,540
Total income from all sources (including contributions)2020-12-31$9,505,865
Total of all expenses incurred2020-12-31$1,154,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$41,875,090
Value of total assets at beginning of year2020-12-31$33,523,604
Total interest from all sources2020-12-31$325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$233,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$37,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$40,388,140
Assets. Invements in employer securities at beginning of year2020-12-31$32,632,600
Contributions received in cash from employer2020-12-31$1,750,000
Employer contributions (assets) at end of year2020-12-31$1,250,000
Employer contributions (assets) at beginning of year2020-12-31$853,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$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 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31STAMBAUGH NESS INC.
Accountancy firm EIN2020-12-31232846715
2019 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,208,670
Total unrealized appreciation/depreciation of assets2019-12-31$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 incurred2019-12-31$1,416,279
Total of all expenses incurred2019-12-31$1,416,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,416,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$33,523,604
Value of total assets at beginning of year2019-12-31$27,219,826
Value of total assets at beginning of year2019-12-31$27,219,826
Total interest from all sources2019-12-31$11,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$37,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$37,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$45,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$45,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$45,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$32,632,600
Assets. Invements in employer securities at end of year2019-12-31$32,632,600
Assets. Invements in employer securities at beginning of year2019-12-31$26,423,930
Assets. Invements in employer securities at beginning of year2019-12-31$26,423,930
Contributions received in cash from employer2019-12-31$1,500,000
Employer contributions (assets) at end of year2019-12-31$853,194
Employer contributions (assets) at beginning of year2019-12-31$750,000
Employer contributions (assets) at beginning of year2019-12-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$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 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm name2019-12-31PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN2019-12-31751969466
Accountancy firm EIN2019-12-31751969466
2018 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$5,064,410
Total unrealized appreciation/depreciation of assets2018-12-31$5,064,410
Total income from all sources (including contributions)2018-12-31$6,321,643
Total of all expenses incurred2018-12-31$1,044,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$27,219,826
Value of total assets at beginning of year2018-12-31$21,943,131
Total interest from all sources2018-12-31$7,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$45,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$33,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$26,423,930
Assets. Invements in employer securities at beginning of year2018-12-31$21,359,520
Contributions received in cash from employer2018-12-31$1,250,000
Employer contributions (assets) at end of year2018-12-31$750,000
Employer contributions (assets) at beginning of year2018-12-31$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$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 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN2018-12-31751969466
2017 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,284,450
Total unrealized appreciation/depreciation of assets2017-12-31$3,284,450
Total income from all sources (including contributions)2017-12-31$3,985,680
Total of all expenses incurred2017-12-31$776,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$21,943,131
Value of total assets at beginning of year2017-12-31$18,733,619
Total interest from all sources2017-12-31$1,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$33,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$58,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$21,359,520
Assets. Invements in employer securities at beginning of year2017-12-31$18,075,070
Contributions received in cash from employer2017-12-31$700,000
Employer contributions (assets) at end of year2017-12-31$550,000
Employer contributions (assets) at beginning of year2017-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$776,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN2017-12-31751969466
2016 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,432,780
Total unrealized appreciation/depreciation of assets2016-12-31$3,432,780
Total income from all sources (including contributions)2016-12-31$4,483,687
Total of all expenses incurred2016-12-31$612,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$18,733,619
Value of total assets at beginning of year2016-12-31$14,862,093
Total interest from all sources2016-12-31$907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$58,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$19,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$18,075,070
Assets. Invements in employer securities at beginning of year2016-12-31$14,642,290
Contributions received in cash from employer2016-12-31$1,050,000
Employer contributions (assets) at end of year2016-12-31$600,000
Employer contributions (assets) at beginning of year2016-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$612,161
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN2016-12-31751969466
2015 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,599,845
Total unrealized appreciation/depreciation of assets2015-12-31$1,599,845
Total income from all sources (including contributions)2015-12-31$2,249,909
Total of all expenses incurred2015-12-31$551,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$14,862,093
Value of total assets at beginning of year2015-12-31$13,163,443
Total interest from all sources2015-12-31$64
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$19,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$20,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$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 assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$14,642,290
Assets. Invements in employer securities at beginning of year2015-12-31$13,042,445
Contributions received in cash from employer2015-12-31$650,000
Employer contributions (assets) at end of year2015-12-31$200,000
Employer contributions (assets) at beginning of year2015-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$551,259
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN2015-12-31751969466
2014 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,752,413
Total unrealized appreciation/depreciation of assets2014-12-31$1,752,413
Total income from all sources (including contributions)2014-12-31$2,303,650
Total of all expenses incurred2014-12-31$365,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$13,163,443
Value of total assets at beginning of year2014-12-31$11,224,986
Total interest from all sources2014-12-31$5
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$20,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$36,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$13,042,445
Assets. Invements in employer securities at beginning of year2014-12-31$11,188,800
Contributions received in cash from employer2014-12-31$551,232
Employer contributions (assets) at end of year2014-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$365,193
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN2014-12-31751969466
2013 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,423,800
Total unrealized appreciation/depreciation of assets2013-12-31$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 incurred2013-12-31$361,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$11,224,986
Value of total assets at beginning of year2013-12-31$9,803,006
Total interest from all sources2013-12-31$7
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$36,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$11,188,800
Assets. Invements in employer securities at beginning of year2013-12-31$9,765,000
Contributions received in cash from employer2013-12-31$360,000
Employer contributions (assets) at beginning of year2013-12-31$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$361,648
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN2013-12-31751969466
2012 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-745,500
Total unrealized appreciation/depreciation of assets2012-12-31$-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 incurred2012-12-31$349,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$9,803,006
Value of total assets at beginning of year2012-12-31$10,798,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$-177
Total interest from all sources2012-12-31$80
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$477
Administrative expenses (other) incurred2012-12-31$-177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$38,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$9,765,000
Assets. Invements in employer securities at beginning of year2012-12-31$10,510,500
Contributions received in cash from employer2012-12-31$100,000
Employer contributions (assets) at end of year2012-12-31$35,000
Employer contributions (assets) at beginning of year2012-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$350,125
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN2012-12-31751969466
2011 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,039,500
Total unrealized appreciation/depreciation of assets2011-12-31$-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 incurred2011-12-31$452,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$10,798,672
Value of total assets at beginning of year2011-12-31$11,990,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$578
Total interest from all sources2011-12-31$171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$477
Administrative expenses (other) incurred2011-12-31$578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$38,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$440,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$10,510,500
Assets. Invements in employer securities at beginning of year2011-12-31$11,550,000
Contributions received in cash from employer2011-12-31$300,000
Employer contributions (assets) at end of year2011-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$452,297
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN2011-12-31751969466
2010 : HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-577,500
Total unrealized appreciation/depreciation of assets2010-12-31$-577,500
Total income from all sources (including contributions)2010-12-31$-177,266
Total of all expenses incurred2010-12-31$440,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$11,990,399
Value of total assets at beginning of year2010-12-31$12,607,759
Total interest from all sources2010-12-31$234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$440,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$480,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$11,550,000
Assets. Invements in employer securities at beginning of year2010-12-31$12,127,500
Contributions received in cash from employer2010-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$440,094
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PERKINS, DEXTER, SINOPOLI & HAMM PC
Accountancy firm EIN2010-12-31751969466

Form 5500 Responses for HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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