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H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameH. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 001

H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING 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
  • 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

H. CHARLES-HARRIS, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:H. CHARLES-HARRIS, M.D., P.A.
Employer identification number (EIN):651053029
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01HAKAN CHARLES-HARRIS, M.D.
0012015-01-01HAKAN CHARLES-HARRIS, M.D.
0012014-01-01HAKAN CHARLES-HARRIS, M.D.
0012013-01-01REBECCA TORRES
0012012-01-01CAMERON KELLY
0012011-01-01CAMERON KELLY
0012010-01-01CAMERON KELLY
0012009-01-01HAKAN CHARLES-HARRIS, M.D. HAKAN CHARLES-HARRIS, M.D.2010-04-30

Plan Statistics for H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2016: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2016 : H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$100
Total plan liabilities at beginning of year2016-12-31$50
Total income from all sources2016-12-31$8,667
Expenses. Total of all expenses incurred2016-12-31$86,086
Benefits paid (including direct rollovers)2016-12-31$84,796
Total plan assets at end of year2016-12-31$616,027
Total plan assets at beginning of year2016-12-31$693,396
Value of fidelity bond covering the plan2016-12-31$70,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$853
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$8,667
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-77,419
Net plan assets at end of year (total assets less liabilities)2016-12-31$615,927
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$693,346
Assets. Value of assets in partnership/joint-venture interests2016-12-31$38,254
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$437
2015 : H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$50
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$7,900
Expenses. Total of all expenses incurred2015-12-31$721
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$693,396
Total plan assets at beginning of year2015-12-31$686,167
Value of fidelity bond covering the plan2015-12-31$70,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$721
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$7,900
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$7,179
Net plan assets at end of year (total assets less liabilities)2015-12-31$693,346
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$686,167
Assets. Value of assets in partnership/joint-venture interests2015-12-31$35,533
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$2,211
Total income from all sources2014-12-31$54,866
Expenses. Total of all expenses incurred2014-12-31$16
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$686,167
Total plan assets at beginning of year2014-12-31$633,528
Value of fidelity bond covering the plan2014-12-31$70,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$16
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-7,834
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$54,850
Net plan assets at end of year (total assets less liabilities)2014-12-31$686,167
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$631,317
Assets. Value of assets in partnership/joint-venture interests2014-12-31$33,874
Total contributions received or receivable from employer(s)2014-12-31$62,700
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$2,211
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$67,195
Expenses. Total of all expenses incurred2013-12-31$11,058
Benefits paid (including direct rollovers)2013-12-31$11,058
Total plan assets at end of year2013-12-31$633,528
Total plan assets at beginning of year2013-12-31$575,180
Value of fidelity bond covering the plan2013-12-31$60,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$9,238
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$56,137
Net plan assets at end of year (total assets less liabilities)2013-12-31$631,317
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$575,180
Total contributions received or receivable from employer(s)2013-12-31$57,957
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$62,310
Expenses. Total of all expenses incurred2012-12-31$30
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$575,180
Total plan assets at beginning of year2012-12-31$512,900
Value of fidelity bond covering the plan2012-12-31$230,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$30
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$3,820
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$62,280
Net plan assets at end of year (total assets less liabilities)2012-12-31$575,180
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$512,900
Total contributions received or receivable from employer(s)2012-12-31$58,490
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$59,586
Expenses. Total of all expenses incurred2011-12-31$46
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$512,900
Total plan assets at beginning of year2011-12-31$453,360
Value of fidelity bond covering the plan2011-12-31$230,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$46
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,788
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$59,540
Net plan assets at end of year (total assets less liabilities)2011-12-31$512,900
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$453,360
Total contributions received or receivable from employer(s)2011-12-31$57,798
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$66,857
Expenses. Total of all expenses incurred2010-12-31$73
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$453,360
Total plan assets at beginning of year2010-12-31$386,576
Value of fidelity bond covering the plan2010-12-31$230,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$9,957
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$66,784
Net plan assets at end of year (total assets less liabilities)2010-12-31$453,360
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$386,576
Total contributions received or receivable from employer(s)2010-12-31$56,900
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$73
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN

2016: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING 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: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING 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
2013: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: H. CHARLES-HARRIS, M.D., P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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