Brad Hall & Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2021. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Brad Hall & Associates, Inc. 401(k) Plan Facts (plan year 2021)

Plan name
BRAD HALL COMPANIES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BRAD HALL & ASSOCIATES, INC.
Participants
681 (710 active employees)
Former employees with a balance
64
Plan assets
$16,697,634 at Dec 31, 2021
Average account balance
$42,166 across 396 accounts
Employer contributions
$962,680 in plan year 2021 (23% of all contributions)
Plan year
Jan 1, 2021 – Dec 31, 2021
Plan established
Jan 1, 2019
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Dec 31, 2021), filed Oct 17, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $4.26 million went into the plan in contributions, $962,680 of it from the employer (23%).
  • $472,164 was paid out to participants.
  • Investment and other income added $1.71 million.
  • Administrative expenses were $63,947, about $161 per account.

How the Brad Hall & Associates, Inc. 401(k) changed, 2016–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2016202$1.87 million—$33,442
2017276$2.23 million—$17,222
2018375$1.97 million—$217,149
2019413$2.03 million—$480,088
2020 (final)46$0$6,659$2.08 million
2021681$16.7 million$962,680$472,164

Brad Hall & Associates, Inc. 401(k) Contact Information

Phone
208-523-6582
Mailing address
1568 E 17TH ST, IDAHO FALLS ID 83404
Plan sponsor
BRAD HALL & ASSOCIATES, INC.
Employer identification number (EIN)
20-0477677
Plan number
001

Questions about the Brad Hall & Associates, Inc. 401(k)

Is the Brad Hall & Associates, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2021, and no later filing was found under this employer's EIN.

Does Brad Hall & Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $962,680, 23% of all contributions.

Does the Brad Hall & Associates, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Brad Hall & Associates, Inc 401(k) plan?

681 participants at the start of plan year 2021, 710 of them active employees, and 64 former employees who still had money in the plan.

What is the average 401(k) balance at Brad Hall & Associates, Inc?

About $42,166 per account: $16.7 million in plan assets across 396 accounts with a balance at the end of plan year 2021.

Who manages the Brad Hall & Associates, Inc 401(k) accounts?

Nationwide is the plan's recordkeeper, which is where participants log in to see their balance.

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