401k Plan data: HALLETT & ASSOCIATES, P.S. 401(K) P/S PLAN plan

HALLETT & ASSOCIATES, P.S. 401(K) P/S PLAN 401k Plan overview

Plan Name	HALLETT & ASSOCIATES, P.S. 401(K) P/S PLAN
Plan identification number	001

HALLETT & ASSOCIATES, P.S. 401(K) P/S PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HALLETT & ASSOCIATES, P.S. has sponsored the creation of one or more 401k plans.

Company Name: HALLETT & ASSOCIATES, P.S.

Employer identification number (EIN): 911944765

NAIC Classification: 523900

Additional information about HALLETT & ASSOCIATES, P.S.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1999-01-20

Company Identification Number: 601926128

Legal Registered Office Address: 321 E 1ST ST

PORT ANGELES
United States of America (USA)
983623135

More information about HALLETT & ASSOCIATES, P.S.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALLETT & ASSOCIATES, P.S. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 JAMES HALLETT 2020-05-26
001 2019-01-01 JAMES HALLETT 2020-04-08
001 2018-01-01 JAMES HALLETT 2019-04-25
001 2017-01-01 MATTHEW MILLER 2018-04-24
001 2016-01-01 MATTHEW MILLER 2017-09-29
001 2015-01-01 JOANNE HALLETT 2016-07-26
001 2015-01-01 MATTHEW MILLER 2017-09-29
001 2014-01-01 JOANNE HALLETT 2015-05-11
001 2013-01-01 JOANNE HALLETT 2014-07-01
001 2012-01-01 JOANNE HALLETT 2014-06-12
001 2011-01-01 JOANNE HALLETT 2012-07-17
001 2010-01-01 JAMES HALLETT 2011-02-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	JAMES HALLETT	2020-05-26
001	2019-01-01	JAMES HALLETT	2020-04-08
001	2018-01-01	JAMES HALLETT	2019-04-25
001	2017-01-01	MATTHEW MILLER	2018-04-24
001	2016-01-01	MATTHEW MILLER	2017-09-29
001	2015-01-01	JOANNE HALLETT	2016-07-26
001	2015-01-01	MATTHEW MILLER	2017-09-29
001	2014-01-01	JOANNE HALLETT	2015-05-11
001	2013-01-01	JOANNE HALLETT	2014-07-01
001	2012-01-01	JOANNE HALLETT	2014-06-12
001	2011-01-01	JOANNE HALLETT	2012-07-17
001	2010-01-01	JAMES HALLETT	2011-02-14

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Company Name:	HALLETT & ASSOCIATES, P.S.
Employer identification number (EIN):	911944765
NAIC Classification:	523900

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1999-01-20
Company Identification Number:	601926128
Legal Registered Office Address:	321 E 1ST ST PORT ANGELES United States of America (USA) 983623135