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THE HARTLEY COMPANY PENSION PLAN AND TRUST 401k Plan overview

Plan NameTHE HARTLEY COMPANY PENSION PLAN AND TRUST
Plan identification number 001

THE HARTLEY COMPANY PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.
  • 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

THE HARTLEY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE HARTLEY COMPANY
Employer identification number (EIN):314201640
NAIC Classification:424700

Additional information about THE HARTLEY COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1925-03-26
Company Identification Number: 115753
Legal Registered Office Address: 319 WHEELING AVE
-
CAMBRIDGE
United States of America (USA)
43725

More information about THE HARTLEY COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HARTLEY COMPANY PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUGLAS HARTLEY
0012016-01-01DOUGLAS HARTLEY
0012016-01-01 DOUGLAS HARTLEY2017-09-13
0012015-01-01DOUGLAS HARTLEY
0012015-01-01DOUGLAS HARTLEY DOUGLAS HARTLEY2016-10-17
0012015-01-01 DOUGLAS HARTLEY2016-10-17
0012014-01-01DOUGLAS HARTLEY
0012014-01-01DOUGLAS HARTLEY DOUGLAS HARTLEY2015-10-15
0012013-01-01DOUGLAS HARTLEY
0012012-01-01DOUGLAS HARTLEY DOUGLAS HARTLEY2013-10-15
0012011-01-01DOUGLAS HARTLEY
0012009-01-01THOMAS HARTLEY THOMAS HARTLEY2010-10-11

Plan Statistics for THE HARTLEY COMPANY PENSION PLAN AND TRUST

401k plan membership statisitcs for THE HARTLEY COMPANY PENSION PLAN AND TRUST

Measure Date Value
2020: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01118
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-311,458,217
Acturial value of plan assets2019-12-311,526,372
Funding target for retired participants and beneficiaries receiving payment2019-12-31978,408
Number of terminated vested participants2019-12-3182
Fundng target for terminated vested participants2019-12-31447,569
Active participant vested funding target2019-12-31459,788
Number of active participants2019-12-3133
Total funding liabilities for active participants2019-12-31460,742
Total participant count2019-12-31119
Total funding target for all participants2019-12-311,886,719
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3179
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3179
Present value of excess contributions2019-12-3121,860
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3123,130
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-3176
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,000,556
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31946,722
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-31360,347
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3168,841
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3168,841
Contributions allocatedtoward minimum required contributions for current year2019-12-31946,722
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-0133
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0182
Total of all active and inactive participants2019-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-311,704,482
Acturial value of plan assets2018-12-311,640,852
Funding target for retired participants and beneficiaries receiving payment2018-12-31974,867
Number of terminated vested participants2018-12-3186
Fundng target for terminated vested participants2018-12-31435,006
Active participant vested funding target2018-12-31525,702
Number of active participants2018-12-3139
Total funding liabilities for active participants2018-12-31526,566
Total participant count2018-12-31128
Total funding target for all participants2018-12-311,936,439
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3170
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3170
Present value of excess contributions2018-12-3120,496
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3121,716
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3179
Total employer contributions2018-12-3166,050
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3162,795
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31295,666
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3140,935
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3140,935
Contributions allocatedtoward minimum required contributions for current year2018-12-3162,795
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01127
Total number of active participants reported on line 7a of the Form 55002018-01-0133
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-311,574,640
Acturial value of plan assets2017-12-311,615,433
Funding target for retired participants and beneficiaries receiving payment2017-12-31259,879
Number of terminated vested participants2017-12-3183
Fundng target for terminated vested participants2017-12-31349,191
Active participant vested funding target2017-12-311,224,845
Number of active participants2017-12-3148
Total funding liabilities for active participants2017-12-311,225,625
Total participant count2017-12-31133
Total funding target for all participants2017-12-311,834,695
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3166
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3166
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3170
Total employer contributions2017-12-3193,493
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3188,796
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3169
Net shortfall amortization installment of oustanding balance2017-12-31219,332
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3168,300
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3168,300
Contributions allocatedtoward minimum required contributions for current year2017-12-3188,796
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01133
Total number of active participants reported on line 7a of the Form 55002017-01-0139
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0185
Total of all active and inactive participants2017-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-311,525,480
Acturial value of plan assets2016-12-311,600,342
Funding target for retired participants and beneficiaries receiving payment2016-12-31262,994
Number of terminated vested participants2016-12-3182
Fundng target for terminated vested participants2016-12-31360,887
Active participant vested funding target2016-12-311,145,209
Number of active participants2016-12-3152
Total funding liabilities for active participants2016-12-311,145,911
Total participant count2016-12-31136
Total funding target for all participants2016-12-311,769,792
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3166
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3166
Present value of excess contributions2016-12-313,515
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-313,739
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3166
Total employer contributions2016-12-3178,193
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3172,342
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3149
Net shortfall amortization installment of oustanding balance2016-12-31169,516
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3172,342
Additional cash requirement2016-12-3172,342
Contributions allocatedtoward minimum required contributions for current year2016-12-3172,342
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01136
Total number of active participants reported on line 7a of the Form 55002016-01-0148
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0183
Total of all active and inactive participants2016-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of participants with account balances2016-01-0183
2015: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-0152
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0182
Total of all active and inactive participants2015-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of participants with account balances2015-01-0148
2014: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01154
Total number of active participants reported on line 7a of the Form 55002014-01-0168
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0176
Total of all active and inactive participants2014-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
Number of participants with account balances2014-01-0157
2013: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01181
Total number of active participants reported on line 7a of the Form 55002013-01-0180
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01207
Total number of active participants reported on line 7a of the Form 55002012-01-01113
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01132
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01243
Total number of active participants reported on line 7a of the Form 55002009-01-01169
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0132

Financial Data on THE HARTLEY COMPANY PENSION PLAN AND TRUST

Measure Date Value
2020 : THE HARTLEY COMPANY PENSION PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-04$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-04$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-04$0
Total income from all sources (including contributions)2020-06-04$8,346
Total loss/gain on sale of assets2020-06-04$0
Total of all expenses incurred2020-06-04$2,580,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-04$2,573,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-04$0
Value of total assets at end of year2020-06-04$0
Value of total assets at beginning of year2020-06-04$2,572,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-04$7,070
Total interest from all sources2020-06-04$8,346
Total dividends received (eg from common stock, registered investment company shares)2020-06-04$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-04Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-06-04$0
Administrative expenses professional fees incurred2020-06-04$2,345
Was this plan covered by a fidelity bond2020-06-04Yes
Value of fidelity bond cover2020-06-04$250,000
If this is an individual account plan, was there a blackout period2020-06-04No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-04$0
Were there any nonexempt tranactions with any party-in-interest2020-06-04No
Participant contributions at end of year2020-06-04$0
Participant contributions at beginning of year2020-06-04$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-04$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-04$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-04$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-04$0
Administrative expenses (other) incurred2020-06-04$1,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-04No
Value of net income/loss2020-06-04$-2,572,091
Value of net assets at end of year (total assets less liabilities)2020-06-04$0
Value of net assets at beginning of year (total assets less liabilities)2020-06-04$2,572,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-04No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-04No
Were any leases to which the plan was party in default or uncollectible2020-06-04No
Investment advisory and management fees2020-06-04$3,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-04$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-04$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-04$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-04$1,637,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-04$1,637,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-04$8,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-04Yes
Was there a failure to transmit to the plan any participant contributions2020-06-04No
Has the plan failed to provide any benefit when due under the plan2020-06-04No
Employer contributions (assets) at end of year2020-06-04$0
Employer contributions (assets) at beginning of year2020-06-04$934,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-04$2,573,367
Did the plan have assets held for investment2020-06-04No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-04No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-04Yes
Opinion of an independent qualified public accountant for this plan2020-06-04Disclaimer
Accountancy firm name2020-06-04REA & ASSOCIATES, INC.
Accountancy firm EIN2020-06-04341310124
2019 : THE HARTLEY COMPANY PENSION PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,216,287
Total income from all sources (including contributions)2019-12-31$1,216,287
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$102,799
Total of all expenses incurred2019-12-31$102,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$92,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$92,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,000,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,000,556
Value of total assets at end of year2019-12-31$2,572,091
Value of total assets at end of year2019-12-31$2,572,091
Value of total assets at beginning of year2019-12-31$1,458,603
Value of total assets at beginning of year2019-12-31$1,458,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,107
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$28,263
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$28,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$500
Administrative expenses professional fees incurred2019-12-31$500
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$250,000
Value of fidelity bond cover2019-12-31$250,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
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$1,113,488
Value of net income/loss2019-12-31$1,113,488
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,572,091
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,572,091
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,458,603
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,458,603
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
Investment advisory and management fees2019-12-31$9,607
Investment advisory and management fees2019-12-31$9,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,355,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,355,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,637,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,637,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$73,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$73,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$73,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$73,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$187,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$187,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$1,000,556
Contributions received in cash from employer2019-12-31$1,000,556
Employer contributions (assets) at end of year2019-12-31$934,600
Employer contributions (assets) at end of year2019-12-31$934,600
Employer contributions (assets) at beginning of year2019-12-31$29,210
Employer contributions (assets) at beginning of year2019-12-31$29,210
Income. Dividends from common stock2019-12-31$28,263
Income. Dividends from common stock2019-12-31$28,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$92,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$92,692
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REA & ASSOCIATES, INC.
Accountancy firm name2019-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2019-12-31341310124
Accountancy firm EIN2019-12-31341310124
2018 : THE HARTLEY COMPANY PENSION PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$13,397
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$259,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$248,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$66,050
Value of total assets at end of year2018-12-31$1,458,603
Value of total assets at beginning of year2018-12-31$1,704,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,810
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$52,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-245,918
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,458,603
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,704,521
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
Investment advisory and management fees2018-12-31$9,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,355,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,635,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$73,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$53,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$53,424
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-105,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Contributions received in cash from employer2018-12-31$66,050
Employer contributions (assets) at end of year2018-12-31$29,210
Employer contributions (assets) at beginning of year2018-12-31$15,371
Income. Dividends from common stock2018-12-31$52,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$248,505
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2018-12-31341310124
2017 : THE HARTLEY COMPANY PENSION PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$290,103
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$160,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$118,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$93,493
Value of total assets at end of year2017-12-31$1,704,521
Value of total assets at beginning of year2017-12-31$1,575,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,630
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$39,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$39,390
Administrative expenses professional fees incurred2017-12-31$10,659
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$30,971
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$129,511
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,704,521
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,575,010
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$1,635,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,470,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$53,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$65,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$65,676
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$157,220
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
Contributions received in cash from employer2017-12-31$93,493
Employer contributions (assets) at end of year2017-12-31$15,371
Employer contributions (assets) at beginning of year2017-12-31$38,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$118,962
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2017-12-31341310124
2016 : THE HARTLEY COMPANY PENSION PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$200,736
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$171,263
Value of total assets at end of year2016-12-31$489,866
Value of total assets at beginning of year2016-12-31$302,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,645
Total interest from all sources2016-12-31$337
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$9,129
Administrative expenses professional fees incurred2016-12-31$9,718
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$102,028
Participant contributions at end of year2016-12-31$2,549
Participant contributions at beginning of year2016-12-31$2,816
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,672
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
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$187,190
Value of net assets at end of year (total assets less liabilities)2016-12-31$489,866
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$302,676
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
Investment advisory and management fees2016-12-31$2,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$487,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$294,833
Interest on participant loans2016-12-31$138
Interest earned on other investments2016-12-31$199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$59
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$73
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$73
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$20,007
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
Contributions received in cash from employer2016-12-31$69,235
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$3,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,901
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REA & ASSOCIATES, INC
Accountancy firm EIN2016-12-31341310124
2015 : THE HARTLEY COMPANY PENSION PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$112,715
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$51,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$49,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$114,637
Value of total assets at end of year2015-12-31$302,676
Value of total assets at beginning of year2015-12-31$241,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,738
Total interest from all sources2015-12-31$252
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,470
Administrative expenses professional fees incurred2015-12-31$36,442
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$69,056
Participant contributions at end of year2015-12-31$2,816
Participant contributions at beginning of year2015-12-31$11,831
Participant contributions at end of year2015-12-31$1,672
Participant contributions at beginning of year2015-12-31$1,058
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$45,581
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$61,131
Value of net assets at end of year (total assets less liabilities)2015-12-31$302,676
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$241,545
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
Investment advisory and management fees2015-12-31$1,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$294,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$227,986
Interest on participant loans2015-12-31$252
Income. Interest from US Government securities2015-12-31$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$73
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$23
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,644
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$57,143
Employer contributions (assets) at end of year2015-12-31$3,282
Employer contributions (assets) at beginning of year2015-12-31$647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$49,846
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
Aggregate proceeds on sale of assets2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REA & ASSOCIATES, INC
Accountancy firm EIN2015-12-31341310124
2014 : THE HARTLEY COMPANY PENSION PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,790
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$179,476
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$108,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$96,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$66,992
Value of total assets at end of year2014-12-31$1,806,360
Value of total assets at beginning of year2014-12-31$1,735,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,039
Total interest from all sources2014-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$56,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$56,866
Administrative expenses professional fees incurred2014-12-31$12,039
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
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
Contributions received from participants2014-12-31$71,116
Participant contributions at end of year2014-12-31$11,831
Participant contributions at end of year2014-12-31$1,058
Participant contributions at beginning of year2014-12-31$9,228
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$71,079
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,806,360
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,735,281
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
Investment advisory and management fees2014-12-31$2,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,705,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,632,090
Interest on participant loans2014-12-31$159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$73,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$81,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$81,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$55,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Contributions received in cash from employer2014-12-31$66,992
Employer contributions (assets) at end of year2014-12-31$27,081
Employer contributions (assets) at beginning of year2014-12-31$21,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$96,358
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
Aggregate proceeds on sale of assets2014-12-31$3,681
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2014-12-31341310124
2013 : THE HARTLEY COMPANY PENSION PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,341
Total unrealized appreciation/depreciation of assets2013-12-31$6,341
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$134,963
Total loss/gain on sale of assets2013-12-31$374
Total of all expenses incurred2013-12-31$1,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$124,678
Value of total assets at end of year2013-12-31$133,320
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$332
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,570
Administrative expenses professional fees incurred2013-12-31$11,379
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$66,963
Participant contributions at end of year2013-12-31$9,228
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,185
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$133,320
Value of net assets at end of year (total assets less liabilities)2013-12-31$133,320
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
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
Investment advisory and management fees2013-12-31$332
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$117,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,658,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$61
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$43,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$43,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$181,175
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
Contributions received in cash from employer2013-12-31$47,530
Employer contributions (assets) at end of year2013-12-31$6,515
Employer contributions (assets) at beginning of year2013-12-31$98,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,311
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
Aggregate proceeds on sale of assets2013-12-31$27,784
Aggregate carrying amount (costs) on sale of assets2013-12-31$27,410
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REA & ASSOCIATES,INC
Accountancy firm EIN2013-12-31341310124
2012 : THE HARTLEY COMPANY PENSION PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$266,234
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$242,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$198,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$98,853
Value of total assets at end of year2012-12-31$1,800,962
Value of total assets at beginning of year2012-12-31$1,776,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,959
Total interest from all sources2012-12-31$39
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$51,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$51,526
Administrative expenses professional fees incurred2012-12-31$40,625
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$30
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$24,096
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,800,962
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,776,866
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
Investment advisory and management fees2012-12-31$3,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,658,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,522,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$43,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$45,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$45,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$115,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Contributions received in cash from employer2012-12-31$98,853
Employer contributions (assets) at end of year2012-12-31$98,853
Employer contributions (assets) at beginning of year2012-12-31$208,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$198,179
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 name2012-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2012-12-31341310124
2011 : THE HARTLEY COMPANY PENSION PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$260,352
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$222,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$183,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$223,075
Value of total assets at end of year2011-12-31$1,776,866
Value of total assets at beginning of year2011-12-31$1,739,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,209
Total interest from all sources2011-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$57,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$57,070
Administrative expenses professional fees incurred2011-12-31$38,459
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$37,585
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,776,866
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,739,281
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
Investment advisory and management fees2011-12-31$750
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,522,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,508,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$45,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$176,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$176,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-19,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$223,075
Employer contributions (assets) at end of year2011-12-31$208,600
Employer contributions (assets) at beginning of year2011-12-31$54,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$183,558
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 name2011-12-31FRUSH & ASSOCITES, INC.
Accountancy firm EIN2011-12-31311308134
2010 : THE HARTLEY COMPANY PENSION PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$221,160
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$453,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$409,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$54,094
Value of total assets at end of year2010-12-31$1,739,281
Value of total assets at beginning of year2010-12-31$1,971,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$44,519
Total interest from all sources2010-12-31$66
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$55,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$55,855
Administrative expenses professional fees incurred2010-12-31$43,769
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-232,465
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,739,281
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,971,746
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
Investment advisory and management fees2010-12-31$750
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,508,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,909,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$176,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$62,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$62,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$66
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$110,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$54,094
Employer contributions (assets) at end of year2010-12-31$54,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$409,106
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 name2010-12-31FRUSH & ASSOCIATES, INC.
Accountancy firm EIN2010-12-31311308134
2009 : THE HARTLEY COMPANY PENSION PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE HARTLEY COMPANY PENSION PLAN AND TRUST

2020: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE HARTLEY COMPANY PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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