401k Plan data: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST plan

HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	HALL & FOREMAN, INC. 401(K) PLAN AND TRUST
Plan identification number	002

HALL & FOREMAN, INC. 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

HALL & FOREMAN, INC. has sponsored the creation of one or more 401k plans.

Company Name: HALL & FOREMAN, INC.

Employer identification number (EIN): 952263400

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about HALL & FOREMAN, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2014-06-20

Company Identification Number: 102872892

Legal Registered Office Address: 888 SW FIFTH AVENUE

PORTLAND
United States of America (USA)
97204

More information about HALL & FOREMAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALL & FOREMAN, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-06-01
002 2013-06-01
002 2012-06-01 JOHN C. HOGAN JOHN C. HOGAN 2013-12-10
002 2011-06-01 JOHN C. HOGAN JOHN C. HOGAN 2013-03-12
002 2010-06-01 JOHN C. HOGAN JOHN C. HOGAN 2012-02-29
002 2009-06-01 JOHN C. HOGAN JOHN C. HOGAN 2011-03-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-06-01
002	2013-06-01
002	2012-06-01	JOHN C. HOGAN	JOHN C. HOGAN	2013-12-10
002	2011-06-01	JOHN C. HOGAN	JOHN C. HOGAN	2013-03-12
002	2010-06-01	JOHN C. HOGAN	JOHN C. HOGAN	2012-02-29
002	2009-06-01	JOHN C. HOGAN	JOHN C. HOGAN	2011-03-02

Plan Statistics for HALL & FOREMAN, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for HALL & FOREMAN, INC. 401(K) PLAN AND TRUST

Measure Date Value
2012: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-06-01 101
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 62
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 34
Total of all active and inactive participants 2012-06-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 96
Number of participants with account balances 2012-06-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 3
2011: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-06-01 103
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 58
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 42
Total of all active and inactive participants 2011-06-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 100
Number of participants with account balances 2011-06-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2010: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-06-01 121
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 44
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 55
Total of all active and inactive participants 2010-06-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 99
Number of participants with account balances 2010-06-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 1
2009: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-06-01 176
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 37
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 85
Total of all active and inactive participants 2009-06-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 122
Number of participants with account balances 2009-06-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2012: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-06-01	101
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	62
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	34
Total of all active and inactive participants	2012-06-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	96
Number of participants with account balances	2012-06-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	3
2011: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-06-01	103
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	58
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	42
Total of all active and inactive participants	2011-06-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	100
Number of participants with account balances	2011-06-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2010: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-06-01	121
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	44
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	55
Total of all active and inactive participants	2010-06-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	99
Number of participants with account balances	2010-06-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	1
2009: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-06-01	176
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	37
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	85
Total of all active and inactive participants	2009-06-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	122
Number of participants with account balances	2009-06-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on HALL & FOREMAN, INC. 401(K) PLAN AND TRUST

Measure	Date	Value
2013 : HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$19,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$15,477
Total income from all sources (including contributions)	2013-05-31	$1,891,679
Total of all expenses incurred	2013-05-31	$1,017,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$990,093
Value of total corrective distributions	2013-05-31	$19,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$516,527
Value of total assets at end of year	2013-05-31	$8,159,062
Value of total assets at beginning of year	2013-05-31	$7,280,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$7,671
Total interest from all sources	2013-05-31	$3,211
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$24,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-05-31	$24,832
Administrative expenses professional fees incurred	2013-05-31	$1,037
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$500,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Contributions received from participants	2013-05-31	$291,057
Participant contributions at end of year	2013-05-31	$73,548
Participant contributions at beginning of year	2013-05-31	$35,164
Participant contributions at end of year	2013-05-31	$11,237
Participant contributions at beginning of year	2013-05-31	$9,604
Income. Received or receivable in cash from other sources (including rollovers)	2013-05-31	$205,437
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-05-31	$19,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-05-31	$10,500
Liabilities. Value of operating payables at beginning of year	2013-05-31	$4,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$874,397
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$8,139,544
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$7,265,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$3,034,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$2,441,079
Value of interest in pooled separate accounts at end of year	2013-05-31	$4,566,450
Value of interest in pooled separate accounts at beginning of year	2013-05-31	$4,134,261
Interest on participant loans	2013-05-31	$3,211
Value of interest in common/collective trusts at end of year	2013-05-31	$473,086
Value of interest in common/collective trusts at beginning of year	2013-05-31	$500,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$490,392
Net investment gain/loss from pooled separate accounts	2013-05-31	$852,986
Net investment gain or loss from common/collective trusts	2013-05-31	$3,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$20,033
Employer contributions (assets) at end of year	2013-05-31	$0
Employer contributions (assets) at beginning of year	2013-05-31	$159,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$990,093
Contract administrator fees	2013-05-31	$6,634
Did the plan have assets held for investment	2013-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN	2013-05-31	330155525
2012 : HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-05-31	$0
Total unrealized appreciation/depreciation of assets	2012-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$15,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$2,470
Total income from all sources (including contributions)	2012-05-31	$136,070
Total of all expenses incurred	2012-05-31	$1,003,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$964,368
Value of total corrective distributions	2012-05-31	$10,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$377,403
Value of total assets at end of year	2012-05-31	$7,280,624
Value of total assets at beginning of year	2012-05-31	$8,135,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$29,033
Total interest from all sources	2012-05-31	$1,925
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$27,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$27,323
Administrative expenses professional fees incurred	2012-05-31	$19,707
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$500,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$217,735
Participant contributions at end of year	2012-05-31	$35,164
Participant contributions at beginning of year	2012-05-31	$44,706
Participant contributions at end of year	2012-05-31	$9,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-05-31	$10,500
Liabilities. Value of operating payables at end of year	2012-05-31	$4,977
Liabilities. Value of operating payables at beginning of year	2012-05-31	$2,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$-867,831
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$7,265,147
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$8,132,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$2,441,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$2,633,366
Value of interest in pooled separate accounts at end of year	2012-05-31	$4,134,261
Value of interest in pooled separate accounts at beginning of year	2012-05-31	$4,724,029
Interest on participant loans	2012-05-31	$1,925
Value of interest in common/collective trusts at end of year	2012-05-31	$500,848
Value of interest in common/collective trusts at beginning of year	2012-05-31	$728,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-182,885
Net investment gain/loss from pooled separate accounts	2012-05-31	$-97,547
Net investment gain or loss from common/collective trusts	2012-05-31	$9,851
Net gain/loss from 103.12 investment entities	2012-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$159,668
Employer contributions (assets) at end of year	2012-05-31	$159,668
Employer contributions (assets) at beginning of year	2012-05-31	$4,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$964,368
Contract administrator fees	2012-05-31	$9,326
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN	2012-05-31	330155525
2011 : HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$2,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$30,152
Total income from all sources (including contributions)	2011-05-31	$1,661,594
Total loss/gain on sale of assets	2011-05-31	$0
Total of all expenses incurred	2011-05-31	$702,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$647,213
Expenses. Certain deemed distributions of participant loans	2011-05-31	$30,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$198,143
Value of total assets at end of year	2011-05-31	$8,135,448
Value of total assets at beginning of year	2011-05-31	$7,203,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$24,509
Total interest from all sources	2011-05-31	$1,854
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$31,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-05-31	$31,539
Administrative expenses professional fees incurred	2011-05-31	$14,613
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$500,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Contributions received from participants	2011-05-31	$193,684
Participant contributions at end of year	2011-05-31	$44,706
Participant contributions at beginning of year	2011-05-31	$60,800
Liabilities. Value of operating payables at end of year	2011-05-31	$2,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$959,232
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$8,132,978
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$7,173,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$2,633,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$1,830,351
Value of interest in pooled separate accounts at end of year	2011-05-31	$4,724,029
Value of interest in pooled separate accounts at beginning of year	2011-05-31	$4,543,191
Interest on participant loans	2011-05-31	$1,854
Value of interest in common/collective trusts at end of year	2011-05-31	$728,888
Value of interest in common/collective trusts at beginning of year	2011-05-31	$769,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$485,469
Net investment gain/loss from pooled separate accounts	2011-05-31	$926,767
Net investment gain or loss from common/collective trusts	2011-05-31	$17,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$4,459
Employer contributions (assets) at end of year	2011-05-31	$4,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$647,213
Contract administrator fees	2011-05-31	$9,896
Liabilities. Value of benefit claims payable at beginning of year	2011-05-31	$30,152
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN	2011-05-31	330155525
2010 : HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for HALL & FOREMAN, INC. 401(K) PLAN AND TRUST

2012: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Insurance	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement – Insurance	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Insurance	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement – Insurance	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: HALL & FOREMAN, INC. 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-05527

Policy instance

Insurance contract or identification number	7-05527
Number of Individuals Covered	82
Insurance policy start date	2011-06-01
Insurance policy end date	2012-05-31
Total amount of commissions paid to insurance broker	USD $5,963
Total amount of fees paid to insurance company	USD $10,110

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

7-05527

Policy instance

Insurance contract or identification number	7-05527
Number of Individuals Covered	99
Insurance policy start date	2010-06-01
Insurance policy end date	2011-05-31
Total amount of commissions paid to insurance broker	USD $7,548
Total amount of fees paid to insurance company	USD $10,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	HALL & FOREMAN, INC.
Employer identification number (EIN):	952263400
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2014-06-20
Company Identification Number:	102872892
Legal Registered Office Address:	888 SW FIFTH AVENUE PORTLAND United States of America (USA) 97204