WARNER & HARPER CPAS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN
401k plan membership statisitcs for WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN
Measure | Date | Value |
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2016: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 22 |
Number of participants with account balances | 2016-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 20 |
Number of participants with account balances | 2015-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 17 |
Number of participants with account balances | 2014-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 14 |
Number of participants with account balances | 2013-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 13 |
Number of participants with account balances | 2012-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 13 |
Number of participants with account balances | 2011-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 12 |
Number of participants with account balances | 2010-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 12 |
Number of participants with account balances | 2009-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2016 : WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $101,851 |
Expenses. Total of all expenses incurred | 2016-12-31 | $356 |
Total plan assets at end of year | 2016-12-31 | $450,717 |
Total plan assets at beginning of year | 2016-12-31 | $349,222 |
Total contributions received or receivable from participants | 2016-12-31 | $48,492 |
Other income received | 2016-12-31 | $36,379 |
Net income (gross income less expenses) | 2016-12-31 | $101,495 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $450,717 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $349,222 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $16,980 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $356 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $73,377 |
Expenses. Total of all expenses incurred | 2015-12-31 | $7,572 |
Benefits paid (including direct rollovers) | 2015-12-31 | $7,264 |
Total plan assets at end of year | 2015-12-31 | $349,222 |
Total plan assets at beginning of year | 2015-12-31 | $283,417 |
Total contributions received or receivable from participants | 2015-12-31 | $49,890 |
Other income received | 2015-12-31 | $6,535 |
Net income (gross income less expenses) | 2015-12-31 | $65,805 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $349,222 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $283,417 |
Assets. Value of participant loans | 2015-12-31 | $8,093 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $16,952 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $308 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $47,378 |
Expenses. Total of all expenses incurred | 2014-12-31 | $215 |
Total plan assets at end of year | 2014-12-31 | $283,417 |
Total plan assets at beginning of year | 2014-12-31 | $236,254 |
Total contributions received or receivable from participants | 2014-12-31 | $23,241 |
Other income received | 2014-12-31 | $8,130 |
Net income (gross income less expenses) | 2014-12-31 | $47,163 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $283,417 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $236,254 |
Assets. Value of participant loans | 2014-12-31 | $16,672 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $16,007 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $215 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $72,639 |
Expenses. Total of all expenses incurred | 2013-12-31 | $39,471 |
Benefits paid (including direct rollovers) | 2013-12-31 | $39,161 |
Total plan assets at end of year | 2013-12-31 | $236,254 |
Total plan assets at beginning of year | 2013-12-31 | $203,086 |
Total contributions received or receivable from participants | 2013-12-31 | $19,156 |
Other income received | 2013-12-31 | $37,747 |
Net income (gross income less expenses) | 2013-12-31 | $33,168 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $236,254 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $203,086 |
Assets. Value of participant loans | 2013-12-31 | $35,715 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $15,736 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $310 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $33,321 |
Expenses. Total of all expenses incurred | 2012-12-31 | $105,910 |
Benefits paid (including direct rollovers) | 2012-12-31 | $105,412 |
Total plan assets at end of year | 2012-12-31 | $203,086 |
Total plan assets at beginning of year | 2012-12-31 | $275,675 |
Total contributions received or receivable from participants | 2012-12-31 | $10,031 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $15,006 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $-72,589 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $203,086 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $275,675 |
Assets. Value of participant loans | 2012-12-31 | $53,208 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $8,284 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $498 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $15,749 |
Expenses. Total of all expenses incurred | 2011-12-31 | $5,536 |
Benefits paid (including direct rollovers) | 2011-12-31 | $4,518 |
Total plan assets at end of year | 2011-12-31 | $275,675 |
Total plan assets at beginning of year | 2011-12-31 | $265,462 |
Total contributions received or receivable from participants | 2011-12-31 | $11,172 |
Other income received | 2011-12-31 | $-4,703 |
Net income (gross income less expenses) | 2011-12-31 | $10,213 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $275,675 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $265,462 |
Assets. Value of participant loans | 2011-12-31 | $40,405 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $9,280 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,018 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $43,018 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,852 |
Benefits paid (including direct rollovers) | 2010-12-31 | $2,934 |
Total plan assets at end of year | 2010-12-31 | $265,462 |
Total plan assets at beginning of year | 2010-12-31 | $226,296 |
Total contributions received or receivable from participants | 2010-12-31 | $10,246 |
Other income received | 2010-12-31 | $24,096 |
Net income (gross income less expenses) | 2010-12-31 | $39,166 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $265,462 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $226,296 |
Assets. Value of participant loans | 2010-12-31 | $51,359 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $8,676 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $918 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2016: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WARNER & HARPER CPAS, INC. SAFE HARBOR 401K PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |