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Halfaker and Associates, LLC
Halfaker and Associates, LLC, Arlington VA. Employer ID 743158969, plan number 001. Annual reports on file for 2009 to 2021.
Where the money went
- Filed 2009-2021Halfaker and Associates, LLC, Halfaker and Associates, LLC
- 2021Assets transferred to Science Applications International Corporation Retirement Plan
- TodayScience Applications International Corporation Retirement Plan still files. The Vanguard Group, Inc. keeps the records. That is where to ask.
Records are kept by The Vanguard Group, Inc., per the 2025 filing.
Left in 2012, 2013? Worth asking about employer money
- In plan year 2012, active participants fell from 156 to 115 (26%), and 24 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
- In plan year 2013, 28 people (24% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2010: The plan's money at the start of the year didn't match the end of the year before, so some money may have moved in or out without being reported.
- 2021: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2021: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2010 | 194 | 16 | Filing |
| 2011 | 179 | 23 | Filing |
| 2012 | 155 | 40 | Filing |
| 2013 | 152 | 59 | Filing |
| 2014 | 206 | 87 | Filing |
| 2015 | 194 | 71 | Filing |
| 2016 | 266 | 80 | Filing |
| 2017 | 412 | 103 | Filing |
| 2018 | 638 | 145 | Filing |
| 2019 | 664 | 129 | Filing |
| 2020 | 705 | 156 | Filing |
| 2021 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.