Civic Intelligence
Filing

Hale Engineering Inc. 401K Profit Sharing Plan

Hale Engineering • EIN 33-0733275 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

12 → 11

-1 • -8.33%

Assets

Up

$256,184 → $378,771

$122,587 • 47.85%

Investment Management Fee

-

Admin expenses - • Total expenses $44,489

Filing Details

Context
Net investment result
$122,587

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024110$4,219,932$123,728$12,373iApproximate average salary by contribution assumption: employee only about $309,320 at 4% or $206,213 at 6%; with 50% employer match about $206,213 at 4% or $137,476 at 6%; with 100% employer match about $154,660 at 4% or $103,107 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-10$4,219,932$123,728$12,373iApproximate average salary by contribution assumption: employee only about $309,320 at 4% or $206,213 at 6%; with 50% employer match about $206,213 at 4% or $137,476 at 6%; with 100% employer match about $154,660 at 4% or $103,107 at 6%.
2023110$3,649,120$133,839$13,384iApproximate average salary by contribution assumption: employee only about $334,598 at 4% or $223,065 at 6%; with 50% employer match about $223,065 at 4% or $148,710 at 6%; with 100% employer match about $167,299 at 4% or $111,533 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-10$3,649,120$133,839$13,384iApproximate average salary by contribution assumption: employee only about $334,598 at 4% or $223,065 at 6%; with 50% employer match about $223,065 at 4% or $148,710 at 6%; with 100% employer match about $167,299 at 4% or $111,533 at 6%.
2022111$4,258,643$135,454$12,314iApproximate average salary by contribution assumption: employee only about $307,850 at 4% or $205,233 at 6%; with 50% employer match about $205,233 at 4% or $136,822 at 6%; with 100% employer match about $153,925 at 4% or $102,617 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-11$4,258,643$135,454$12,314iApproximate average salary by contribution assumption: employee only about $307,850 at 4% or $205,233 at 6%; with 50% employer match about $205,233 at 4% or $136,822 at 6%; with 100% employer match about $153,925 at 4% or $102,617 at 6%.
2021113$3,579,930$136,445$10,496iApproximate average salary by contribution assumption: employee only about $262,394 at 4% or $174,929 at 6%; with 50% employer match about $174,929 at 4% or $116,620 at 6%; with 100% employer match about $131,197 at 4% or $87,465 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-13$3,579,930$136,445$10,496iApproximate average salary by contribution assumption: employee only about $262,394 at 4% or $174,929 at 6%; with 50% employer match about $174,929 at 4% or $116,620 at 6%; with 100% employer match about $131,197 at 4% or $87,465 at 6%.
2020116$3,045,964$126,702$7,919iApproximate average salary by contribution assumption: employee only about $197,972 at 4% or $131,981 at 6%; with 50% employer match about $131,981 at 4% or $87,988 at 6%; with 100% employer match about $98,986 at 4% or $65,991 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-16$3,045,964$126,702$7,919iApproximate average salary by contribution assumption: employee only about $197,972 at 4% or $131,981 at 6%; with 50% employer match about $131,981 at 4% or $87,988 at 6%; with 100% employer match about $98,986 at 4% or $65,991 at 6%.
2019113$3,150,051$121,655$9,358iApproximate average salary by contribution assumption: employee only about $233,952 at 4% or $155,968 at 6%; with 50% employer match about $155,968 at 4% or $103,979 at 6%; with 100% employer match about $116,976 at 4% or $77,984 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-13$3,150,051$121,655$9,358iApproximate average salary by contribution assumption: employee only about $233,952 at 4% or $155,968 at 6%; with 50% employer match about $155,968 at 4% or $103,979 at 6%; with 100% employer match about $116,976 at 4% or $77,984 at 6%.
2018113$2,536,562$115,890$8,915iApproximate average salary by contribution assumption: employee only about $222,865 at 4% or $148,577 at 6%; with 50% employer match about $148,577 at 4% or $99,051 at 6%; with 100% employer match about $111,433 at 4% or $74,288 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-13$2,536,562$115,890$8,915iApproximate average salary by contribution assumption: employee only about $222,865 at 4% or $148,577 at 6%; with 50% employer match about $148,577 at 4% or $99,051 at 6%; with 100% employer match about $111,433 at 4% or $74,288 at 6%.
2017113$2,599,909$83,323$6,409iApproximate average salary by contribution assumption: employee only about $160,237 at 4% or $106,824 at 6%; with 50% employer match about $106,824 at 4% or $71,216 at 6%; with 100% employer match about $80,118 at 4% or $53,412 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-13$2,599,909$83,323$6,409iApproximate average salary by contribution assumption: employee only about $160,237 at 4% or $106,824 at 6%; with 50% employer match about $106,824 at 4% or $71,216 at 6%; with 100% employer match about $80,118 at 4% or $53,412 at 6%.
2016111$2,151,331$93,838$8,531iApproximate average salary by contribution assumption: employee only about $213,268 at 4% or $142,179 at 6%; with 50% employer match about $142,179 at 4% or $94,786 at 6%; with 100% employer match about $106,634 at 4% or $71,089 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-11$2,151,331$93,838$8,531iApproximate average salary by contribution assumption: employee only about $213,268 at 4% or $142,179 at 6%; with 50% employer match about $142,179 at 4% or $94,786 at 6%; with 100% employer match about $106,634 at 4% or $71,089 at 6%.
2015113$2,058,630$94,430$7,264iApproximate average salary by contribution assumption: employee only about $181,596 at 4% or $121,064 at 6%; with 50% employer match about $121,064 at 4% or $80,709 at 6%; with 100% employer match about $90,798 at 4% or $60,532 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-13$2,058,630$94,430$7,264iApproximate average salary by contribution assumption: employee only about $181,596 at 4% or $121,064 at 6%; with 50% employer match about $121,064 at 4% or $80,709 at 6%; with 100% employer match about $90,798 at 4% or $60,532 at 6%.
2014119$2,206,514$79,978$4,209iApproximate average salary by contribution assumption: employee only about $105,234 at 4% or $70,156 at 6%; with 50% employer match about $70,156 at 4% or $46,771 at 6%; with 100% employer match about $52,617 at 4% or $35,078 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-19$2,206,514$79,978$4,209iApproximate average salary by contribution assumption: employee only about $105,234 at 4% or $70,156 at 6%; with 50% employer match about $70,156 at 4% or $46,771 at 6%; with 100% employer match about $52,617 at 4% or $35,078 at 6%.
2013120$2,126,139$88,339$4,417iApproximate average salary by contribution assumption: employee only about $110,424 at 4% or $73,616 at 6%; with 50% employer match about $73,616 at 4% or $49,077 at 6%; with 100% employer match about $55,212 at 4% or $36,808 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-20$2,126,139$88,339$4,417iApproximate average salary by contribution assumption: employee only about $110,424 at 4% or $73,616 at 6%; with 50% employer match about $73,616 at 4% or $49,077 at 6%; with 100% employer match about $55,212 at 4% or $36,808 at 6%.
2012114$1,799,284$96,474$6,891iApproximate average salary by contribution assumption: employee only about $172,275 at 4% or $114,850 at 6%; with 50% employer match about $114,850 at 4% or $76,567 at 6%; with 100% employer match about $86,138 at 4% or $57,425 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-14$1,799,284$96,474$6,891iApproximate average salary by contribution assumption: employee only about $172,275 at 4% or $114,850 at 6%; with 50% employer match about $114,850 at 4% or $76,567 at 6%; with 100% employer match about $86,138 at 4% or $57,425 at 6%.
2011121$1,636,753$115,675$5,508iApproximate average salary by contribution assumption: employee only about $137,708 at 4% or $91,806 at 6%; with 50% employer match about $91,806 at 4% or $61,204 at 6%; with 100% employer match about $68,854 at 4% or $45,903 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-21$1,636,753$115,675$5,508iApproximate average salary by contribution assumption: employee only about $137,708 at 4% or $91,806 at 6%; with 50% employer match about $91,806 at 4% or $61,204 at 6%; with 100% employer match about $68,854 at 4% or $45,903 at 6%.
2010125$1,643,897$97,985$3,919iApproximate average salary by contribution assumption: employee only about $97,985 at 4% or $65,323 at 6%; with 50% employer match about $65,323 at 4% or $43,549 at 6%; with 100% employer match about $48,993 at 4% or $32,662 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-25$1,643,897$97,985$3,919iApproximate average salary by contribution assumption: employee only about $97,985 at 4% or $65,323 at 6%; with 50% employer match about $65,323 at 4% or $43,549 at 6%; with 100% employer match about $48,993 at 4% or $32,662 at 6%.
2009125$1,366,604$95,721$3,829iApproximate average salary by contribution assumption: employee only about $95,721 at 4% or $63,814 at 6%; with 50% employer match about $63,814 at 4% or $42,543 at 6%; with 100% employer match about $47,861 at 4% or $31,907 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-25$1,366,604$95,721$3,829iApproximate average salary by contribution assumption: employee only about $95,721 at 4% or $63,814 at 6%; with 50% employer match about $63,814 at 4% or $42,543 at 6%; with 100% employer match about $47,861 at 4% or $31,907 at 6%.
2008128$0$0-
Hale Engineering Inc. 401K Profit Sharing Plan-28---
2007231$1,473,857$181,944$5,869iApproximate average salary by contribution assumption: employee only about $146,729 at 4% or $97,819 at 6%; with 50% employer match about $97,819 at 4% or $65,213 at 6%; with 100% employer match about $73,365 at 4% or $48,910 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-31$1,473,857$181,944$5,869iApproximate average salary by contribution assumption: employee only about $146,729 at 4% or $97,819 at 6%; with 50% employer match about $97,819 at 4% or $65,213 at 6%; with 100% employer match about $73,365 at 4% or $48,910 at 6%.
Hale Engineering & Surveying Inc Welfare Benefit Plan National Benefit Trust II-0---
2006240$1,240,077$322,535$8,063iApproximate average salary by contribution assumption: employee only about $201,584 at 4% or $134,390 at 6%; with 50% employer match about $134,390 at 4% or $89,593 at 6%; with 100% employer match about $100,792 at 4% or $67,195 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-40$1,234,101$288,425$7,211iApproximate average salary by contribution assumption: employee only about $180,266 at 4% or $120,177 at 6%; with 50% employer match about $120,177 at 4% or $80,118 at 6%; with 100% employer match about $90,133 at 4% or $60,089 at 6%.
Hale Engineering & Surveying Inc Welfare Benefit Plan National Benefit Trust II-5$5,976$34,110$6,822iApproximate average salary by contribution assumption: employee only about $170,550 at 4% or $113,700 at 6%; with 50% employer match about $113,700 at 4% or $75,800 at 6%; with 100% employer match about $85,275 at 4% or $56,850 at 6%.
2005235$864,333$245,932$7,027iApproximate average salary by contribution assumption: employee only about $175,666 at 4% or $117,110 at 6%; with 50% employer match about $117,110 at 4% or $78,074 at 6%; with 100% employer match about $87,833 at 4% or $58,555 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-35$847,111$196,002$5,600iApproximate average salary by contribution assumption: employee only about $140,001 at 4% or $93,334 at 6%; with 50% employer match about $93,334 at 4% or $62,223 at 6%; with 100% employer match about $70,001 at 4% or $46,667 at 6%.
Hale Engineering & Surveying Inc Welfare Benefit Plan National Benefit Trust II-5$17,222$49,930$9,986iApproximate average salary by contribution assumption: employee only about $249,650 at 4% or $166,433 at 6%; with 50% employer match about $166,433 at 4% or $110,956 at 6%; with 100% employer match about $124,825 at 4% or $83,217 at 6%.
2004216$550,353$128,227$8,014iApproximate average salary by contribution assumption: employee only about $200,355 at 4% or $133,570 at 6%; with 50% employer match about $133,570 at 4% or $89,047 at 6%; with 100% employer match about $100,177 at 4% or $66,785 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-16$534,533$128,227$8,014iApproximate average salary by contribution assumption: employee only about $200,355 at 4% or $133,570 at 6%; with 50% employer match about $133,570 at 4% or $89,047 at 6%; with 100% employer match about $100,177 at 4% or $66,785 at 6%.
Hale Engineering & Surveying Inc Welfare Benefit Plan National Benefit Trust II-5$15,820--
2003111$378,771$91,862$8,351iApproximate average salary by contribution assumption: employee only about $208,777 at 4% or $139,185 at 6%; with 50% employer match about $139,185 at 4% or $92,790 at 6%; with 100% employer match about $104,389 at 4% or $69,592 at 6%.
Hale Engineering Inc. 401K Profit Sharing PlanCurrent11$378,771$91,862$8,351iApproximate average salary by contribution assumption: employee only about $208,777 at 4% or $139,185 at 6%; with 50% employer match about $139,185 at 4% or $92,790 at 6%; with 100% employer match about $104,389 at 4% or $69,592 at 6%.
2002111$256,184$87,581$7,962iApproximate average salary by contribution assumption: employee only about $199,048 at 4% or $132,698 at 6%; with 50% employer match about $132,698 at 4% or $88,466 at 6%; with 100% employer match about $99,524 at 4% or $66,349 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-11$256,184$87,581$7,962iApproximate average salary by contribution assumption: employee only about $199,048 at 4% or $132,698 at 6%; with 50% employer match about $132,698 at 4% or $88,466 at 6%; with 100% employer match about $99,524 at 4% or $66,349 at 6%.
200017$221,638$64,589$9,227iApproximate average salary by contribution assumption: employee only about $230,675 at 4% or $153,783 at 6%; with 50% employer match about $153,783 at 4% or $102,522 at 6%; with 100% employer match about $115,338 at 4% or $76,892 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-7$221,638$64,589$9,227iApproximate average salary by contribution assumption: employee only about $230,675 at 4% or $153,783 at 6%; with 50% employer match about $153,783 at 4% or $102,522 at 6%; with 100% employer match about $115,338 at 4% or $76,892 at 6%.
199919$188,955$65,608$7,290iApproximate average salary by contribution assumption: employee only about $182,244 at 4% or $121,496 at 6%; with 50% employer match about $121,496 at 4% or $80,998 at 6%; with 100% employer match about $91,122 at 4% or $60,748 at 6%.
Hale Engineering Inc. 401K Profit Sharing Plan-9$188,955$65,608$7,290iApproximate average salary by contribution assumption: employee only about $182,244 at 4% or $121,496 at 6%; with 50% employer match about $121,496 at 4% or $80,998 at 6%; with 100% employer match about $91,122 at 4% or $60,748 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$378,771$122,587 change

Balance Sheet

Beginning and end of plan year.

Total assets$256,184$378,771Increase +$122,587 (47.85%)
Total liabilities$0$0No change $0
Net assets$256,184$378,771Increase +$122,587 (47.85%)

Contributions

Employer contributions$42,423
Participant contributions$49,439
Other contributions$0

Income & Expenses

Total income$167,076
Total expenses$44,489
Net income$122,587
Source fields
Schedule I source fields
Filing Id
84037183242534
Schedule I EIN
33-0733275
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$256,184
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$256,184
Small plan total assets at end of year
$378,771
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$378,771
Small plan employer contributions
$42,423
Small plan participant contributions
$49,439
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$75,214
Small plan total income
$167,076
Small plan total benefit distributions
$44,489
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$44,489
Small plan net income or loss
$122,587
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
Yes
Small 20 Percent Sngl Investment Amount
$244,584
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0