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JOSEPH A. HARRISON, MD RETIREMENT PLAN 401k Plan overview

Plan NameJOSEPH A. HARRISON, MD RETIREMENT PLAN
Plan identification number 001

JOSEPH A. HARRISON, MD RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

JOSEPH A. HARRISON, MD has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH A. HARRISON, MD
Employer identification number (EIN):061139442
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH A. HARRISON, MD RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOSEPH HARRISON
0012013-01-01JOSEPH HARRISON2014-07-03 JOSEPH HARRISON2014-07-03
0012012-01-01JOSEPH HARRISON2013-09-25 JOSEPH HARRISON2013-09-25
0012011-01-01JOSEPH HARRISON2012-10-03 JOSEPH HARRISON2012-10-03
0012010-01-01JOSEPH HARRISON2011-10-17 JOSEPH HARRISON2011-10-17

Plan Statistics for JOSEPH A. HARRISON, MD RETIREMENT PLAN

401k plan membership statisitcs for JOSEPH A. HARRISON, MD RETIREMENT PLAN

Measure Date Value
2015: JOSEPH A. HARRISON, MD RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOSEPH A. HARRISON, MD RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on JOSEPH A. HARRISON, MD RETIREMENT PLAN

Measure Date Value
2015 : JOSEPH A. HARRISON, MD RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$50,745
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$2,114,862
Total plan assets at beginning of year2015-12-31$2,064,117
Total contributions received or receivable from participants2015-12-31$19,478
Other income received2015-12-31$-7,742
Net income (gross income less expenses)2015-12-31$50,745
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,114,862
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,064,117
Assets. Value of real-estate (other than employer real property)2015-12-31$95,000
Total contributions received or receivable from employer(s)2015-12-31$39,009
2014 : JOSEPH A. HARRISON, MD RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$245,352
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$2,064,117
Total plan assets at beginning of year2014-12-31$1,818,765
Total contributions received or receivable from participants2014-12-31$17,580
Other income received2014-12-31$183,650
Net income (gross income less expenses)2014-12-31$245,352
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,064,117
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,818,765
Assets. Value of real-estate (other than employer real property)2014-12-31$95,000
Total contributions received or receivable from employer(s)2014-12-31$44,122

Form 5500 Responses for JOSEPH A. HARRISON, MD RETIREMENT PLAN

2015: JOSEPH A. HARRISON, MD RETIREMENT PLAN 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: JOSEPH A. HARRISON, MD RETIREMENT PLAN 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

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