BARRETT HALE & ALAMO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN
| Measure | Date | Value |
|---|
| 2012: BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 13 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 0 |
| Total of all active and inactive participants | 2012-10-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
| Total participants | 2012-10-01 | 13 |
| Number of participants with account balances | 2012-10-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
| 2011: BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 13 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
| Total of all active and inactive participants | 2011-10-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
| Total participants | 2011-10-01 | 13 |
| Number of participants with account balances | 2011-10-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
| 2010: BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 13 |
| Number of retired or separated participants receiving benefits | 2010-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 0 |
| Total of all active and inactive participants | 2010-10-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
| Total participants | 2010-10-01 | 13 |
| Number of participants with account balances | 2010-10-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
| 2009: BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 12 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 3 |
| Total of all active and inactive participants | 2009-10-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 15 |
| Number of participants with account balances | 2009-10-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-03-31 | $-410,939 |
| Total plan liabilities at end of year | 2013-03-31 | $0 |
| Total plan liabilities at beginning of year | 2013-03-31 | $0 |
| Total income from all sources | 2013-03-31 | $6,266 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $22,686 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $22,686 |
| Total plan assets at end of year | 2013-03-31 | $0 |
| Total plan assets at beginning of year | 2013-03-31 | $427,359 |
| Value of fidelity bond covering the plan | 2013-03-31 | $0 |
| Assets. Value of tangible personal property | 2013-03-31 | $0 |
| Total contributions received or receivable from participants | 2013-03-31 | $0 |
| Assets. Value of loans (other than to participants) | 2013-03-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-03-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-03-31 | $0 |
| Other income received | 2013-03-31 | $6,266 |
| Noncash contributions received | 2013-03-31 | $0 |
| Net income (gross income less expenses) | 2013-03-31 | $-16,420 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $427,359 |
| Assets. Value of participant loans | 2013-03-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-03-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2013-03-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-03-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2013-03-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-03-31 | $0 |
| Assets. Value of employer securities | 2013-03-31 | $0 |
| Assets. Value of employer real property | 2013-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-03-31 | $0 |
| Value of corrective distributions | 2013-03-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $0 |
| 2012 : BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-09-30 | $-433,776 |
| Total plan liabilities at end of year | 2012-09-30 | $0 |
| Total plan liabilities at beginning of year | 2012-09-30 | $0 |
| Total income from all sources | 2012-09-30 | $18,828 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $0 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $0 |
| Total plan assets at end of year | 2012-09-30 | $427,359 |
| Total plan assets at beginning of year | 2012-09-30 | $842,307 |
| Value of fidelity bond covering the plan | 2012-09-30 | $0 |
| Assets. Value of tangible personal property | 2012-09-30 | $0 |
| Total contributions received or receivable from participants | 2012-09-30 | $0 |
| Assets. Value of loans (other than to participants) | 2012-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-09-30 | $0 |
| Other income received | 2012-09-30 | $18,828 |
| Noncash contributions received | 2012-09-30 | $0 |
| Net income (gross income less expenses) | 2012-09-30 | $18,828 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $427,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $842,307 |
| Assets. Value of participant loans | 2012-09-30 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-09-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2012-09-30 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-09-30 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2012-09-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-09-30 | $0 |
| Assets. Value of employer securities | 2012-09-30 | $0 |
| Assets. Value of employer real property | 2012-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2012-09-30 | $0 |
| Value of corrective distributions | 2012-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $0 |
| 2011 : BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-09-30 | $0 |
| Total plan liabilities at end of year | 2011-09-30 | $0 |
| Total plan liabilities at beginning of year | 2011-09-30 | $0 |
| Total income from all sources | 2011-09-30 | $37,161 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $433,777 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $433,777 |
| Total plan assets at end of year | 2011-09-30 | $842,307 |
| Total plan assets at beginning of year | 2011-09-30 | $1,238,923 |
| Value of fidelity bond covering the plan | 2011-09-30 | $0 |
| Assets. Value of tangible personal property | 2011-09-30 | $0 |
| Total contributions received or receivable from participants | 2011-09-30 | $0 |
| Assets. Value of loans (other than to participants) | 2011-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-09-30 | $0 |
| Other income received | 2011-09-30 | $37,161 |
| Noncash contributions received | 2011-09-30 | $0 |
| Net income (gross income less expenses) | 2011-09-30 | $-396,616 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $842,307 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,238,923 |
| Assets. Value of participant loans | 2011-09-30 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2011-09-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2011-09-30 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-09-30 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2011-09-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-09-30 | $0 |
| Assets. Value of employer securities | 2011-09-30 | $0 |
| Assets. Value of employer real property | 2011-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2011-09-30 | $0 |
| Value of corrective distributions | 2011-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $0 |
| 2010 : BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN 2010 401k financial data |
|---|
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2010-09-30 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-09-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-09-30 | $0 |
| 2012: BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Submission has been amended | No |
| 2012-10-01 | This submission is the final filing | No |
| 2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2012-10-01 | Plan is a collectively bargained plan | No |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Submission has been amended | No |
| 2011-10-01 | This submission is the final filing | No |
| 2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-01 | Plan is a collectively bargained plan | No |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Submission has been amended | No |
| 2010-10-01 | This submission is the final filing | No |
| 2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-10-01 | Plan is a collectively bargained plan | No |
| 2010-10-01 | Plan funding arrangement – Trust | Yes |
| 2010-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BARRETT HALE & ALAMO EMPLOYEES SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | Yes |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
