Logo

WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameWILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN
Plan identification number 001

WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WILLIAM A. HARRISON, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM A. HARRISON, INC.
Employer identification number (EIN):710577812
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about WILLIAM A. HARRISON, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-05-02
Company Identification Number: 0801420427
Legal Registered Office Address: 1501 WESTPARK DR STE 9

LITTLE ROCK
United States of America (USA)
72204

More information about WILLIAM A. HARRISON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRIAN SWINDLE
0012016-01-01BRIAN SWINDLE
0012015-01-01BRIAN SWINDLE
0012014-01-01BRIAN SWINDLE
0012013-01-01BRIAN SWINDLE
0012012-01-01BRIAN SWINDLE BRIAN SWINDLE2013-07-30
0012011-01-01BRIAN SWINDLE
0012009-01-01 WILLIAM HARRISON2010-04-21
0012009-01-01BRIAN SWINDLE

Plan Statistics for WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN

Measure Date Value
2023: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01118
Total number of active participants reported on line 7a of the Form 55002023-01-01110
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0122
Total of all active and inactive participants2023-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01134
Number of participants with account balances2023-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01111
Total number of active participants reported on line 7a of the Form 55002022-01-0196
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01118
Number of participants with account balances2022-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01102
Total number of active participants reported on line 7a of the Form 55002021-01-0191
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01111
Number of participants with account balances2021-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0191
Total number of active participants reported on line 7a of the Form 55002020-01-0184
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01102
Total participants2020-01-01102
Number of participants with account balances2020-01-0197
2019: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01126
Total number of active participants reported on line 7a of the Form 55002019-01-0181
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0191
Number of participants with account balances2019-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01126
Number of participants with account balances2018-01-01118
2017: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01114
Total number of active participants reported on line 7a of the Form 55002017-01-0180
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01114
Total participants2017-01-01114
Number of participants with account balances2017-01-01106
2016: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01108
Total number of active participants reported on line 7a of the Form 55002016-01-0184
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01114
Total participants2016-01-01114
Number of participants with account balances2016-01-01107
2015: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0196
Total number of active participants reported on line 7a of the Form 55002015-01-0190
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01108
Total participants2015-01-01108
Number of participants with account balances2015-01-0195
2014: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0195
Total number of active participants reported on line 7a of the Form 55002014-01-0181
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0196
Total participants2014-01-0196
Number of participants with account balances2014-01-0189
2013: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01110
Total number of active participants reported on line 7a of the Form 55002013-01-0182
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0195
Total participants2013-01-0195
Number of participants with account balances2013-01-0189
2012: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01112
Total number of active participants reported on line 7a of the Form 55002012-01-0197
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01110
Number of participants with account balances2012-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0186
Total number of active participants reported on line 7a of the Form 55002011-01-01100
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01112
Number of participants with account balances2011-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0199
Total number of active participants reported on line 7a of the Form 55002009-01-0186
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0194
Number of participants with account balances2009-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN

Measure Date Value
2023 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$3,792,443
Expenses. Total of all expenses incurred2023-12-31$638,585
Benefits paid (including direct rollovers)2023-12-31$570,285
Total plan assets at end of year2023-12-31$17,656,550
Total plan assets at beginning of year2023-12-31$14,502,692
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$822,129
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$106,827
Other income received2023-12-31$2,488,387
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$3,153,858
Net plan assets at end of year (total assets less liabilities)2023-12-31$17,656,550
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$14,502,692
Assets. Value of participant loans2023-12-31$256,692
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$375,100
Value of certain deemed distributions of participant loans2023-12-31$857
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$67,443
2022 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,754,822
Expenses. Total of all expenses incurred2022-12-31$485,933
Benefits paid (including direct rollovers)2022-12-31$418,136
Total plan assets at end of year2022-12-31$14,502,692
Total plan assets at beginning of year2022-12-31$16,743,447
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$726,818
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$87,885
Other income received2022-12-31$-2,917,705
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,240,755
Net plan assets at end of year (total assets less liabilities)2022-12-31$14,502,692
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$16,743,447
Assets. Value of participant loans2022-12-31$257,665
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$348,180
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$67,797
2021 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$3,203,588
Expenses. Total of all expenses incurred2021-12-31$685,766
Benefits paid (including direct rollovers)2021-12-31$618,928
Total plan assets at end of year2021-12-31$16,743,447
Total plan assets at beginning of year2021-12-31$14,225,625
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$665,790
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$46,713
Other income received2021-12-31$2,171,390
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,517,822
Net plan assets at end of year (total assets less liabilities)2021-12-31$16,743,447
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$14,225,625
Assets. Value of participant loans2021-12-31$184,833
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$319,695
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$66,838
2020 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$3,137,263
Expenses. Total of all expenses incurred2020-12-31$310,045
Benefits paid (including direct rollovers)2020-12-31$279,123
Total plan assets at end of year2020-12-31$14,225,625
Total plan assets at beginning of year2020-12-31$11,398,407
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$621,238
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$2,218,428
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$2,827,218
Net plan assets at end of year (total assets less liabilities)2020-12-31$14,225,625
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$11,398,407
Assets. Value of participant loans2020-12-31$166,233
Total contributions received or receivable from employer(s)2020-12-31$297,597
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$30,922
2019 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,197,358
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$751,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$750,154
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$905,310
Value of total assets at end of year2019-12-31$11,398,407
Value of total assets at beginning of year2019-12-31$8,952,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,400
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$6,513
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$465,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$465,904
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$561,885
Participant contributions at end of year2019-12-31$189,692
Participant contributions at beginning of year2019-12-31$168,614
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$66,591
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,400
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$2,445,804
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,398,407
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,952,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,833,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,429,117
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$6,365
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$374,917
Value of interest in common/collective trusts at beginning of year2019-12-31$281,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$72,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$72,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$148
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,804,942
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$14,689
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$276,834
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$750,154
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LITTLE, SHANEYFELT, MARSHALL & CO.
Accountancy firm EIN2019-12-31710804806
2018 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$375,212
Expenses. Total of all expenses incurred2018-12-31$478,057
Benefits paid (including direct rollovers)2018-12-31$477,707
Total plan assets at end of year2018-12-31$8,952,603
Total plan assets at beginning of year2018-12-31$9,055,448
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$529,232
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$380,092
Other income received2018-12-31$-809,863
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-102,845
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,952,603
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$9,055,448
Assets. Value of participant loans2018-12-31$168,614
Total contributions received or receivable from employer(s)2018-12-31$275,751
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$350
2017 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,127,122
Expenses. Total of all expenses incurred2017-12-31$1,056,131
Benefits paid (including direct rollovers)2017-12-31$1,054,687
Total plan assets at end of year2017-12-31$9,055,448
Total plan assets at beginning of year2017-12-31$7,984,457
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$496,204
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$3,184
Other income received2017-12-31$1,336,279
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,070,991
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,055,448
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,984,457
Assets. Value of participant loans2017-12-31$210,016
Total contributions received or receivable from employer(s)2017-12-31$291,455
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,444
2016 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,485,901
Expenses. Total of all expenses incurred2016-12-31$1,259,722
Benefits paid (including direct rollovers)2016-12-31$1,258,222
Total plan assets at end of year2016-12-31$7,984,457
Total plan assets at beginning of year2016-12-31$7,758,278
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$514,072
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$681,431
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$226,179
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,984,457
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,758,278
Assets. Value of participant loans2016-12-31$160,222
Total contributions received or receivable from employer(s)2016-12-31$290,398
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$1,500
2015 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$457,089
Expenses. Total of all expenses incurred2015-12-31$424,129
Benefits paid (including direct rollovers)2015-12-31$423,626
Total plan assets at end of year2015-12-31$7,758,278
Total plan assets at beginning of year2015-12-31$7,725,318
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$445,463
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-238,326
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$32,960
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,758,278
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,725,318
Assets. Value of participant loans2015-12-31$132,831
Total contributions received or receivable from employer(s)2015-12-31$249,952
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$503
2014 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS 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$0
Total income from all sources2014-12-31$969,285
Expenses. Total of all expenses incurred2014-12-31$560,269
Benefits paid (including direct rollovers)2014-12-31$559,719
Total plan assets at end of year2014-12-31$7,725,318
Total plan assets at beginning of year2014-12-31$7,316,302
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$423,540
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$13,220
Other income received2014-12-31$270,858
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$409,016
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,725,318
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,316,302
Assets. Value of participant loans2014-12-31$158,266
Total contributions received or receivable from employer(s)2014-12-31$261,667
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$550
2013 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,783,038
Expenses. Total of all expenses incurred2013-12-31$404,191
Benefits paid (including direct rollovers)2013-12-31$402,306
Total plan assets at end of year2013-12-31$7,316,302
Total plan assets at beginning of year2013-12-31$5,937,455
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$470,922
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$1,056,974
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,378,847
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,316,302
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,937,455
Assets. Value of participant loans2013-12-31$197,755
Total contributions received or receivable from employer(s)2013-12-31$255,142
Value of certain deemed distributions of participant loans2013-12-31$852
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,033
2012 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,341,472
Expenses. Total of all expenses incurred2012-12-31$787,811
Benefits paid (including direct rollovers)2012-12-31$786,816
Total plan assets at end of year2012-12-31$5,937,455
Total plan assets at beginning of year2012-12-31$5,383,794
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$446,643
Other income received2012-12-31$620,651
Net income (gross income less expenses)2012-12-31$553,661
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,937,455
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,383,794
Assets. Value of participant loans2012-12-31$123,087
Total contributions received or receivable from employer(s)2012-12-31$274,178
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$995
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$391,104
Expenses. Total of all expenses incurred2011-12-31$42,477
Benefits paid (including direct rollovers)2011-12-31$42,102
Total plan assets at end of year2011-12-31$5,383,794
Total plan assets at beginning of year2011-12-31$5,035,167
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$460,123
Contributions received from other sources (not participants or employers)2011-12-31$10,530
Other income received2011-12-31$-300,148
Net income (gross income less expenses)2011-12-31$348,627
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,383,794
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,035,167
Assets. Value of participant loans2011-12-31$60,598
Total contributions received or receivable from employer(s)2011-12-31$220,599
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,359,407
Expenses. Total of all expenses incurred2010-12-31$112,848
Benefits paid (including direct rollovers)2010-12-31$112,219
Total plan assets at end of year2010-12-31$5,035,167
Total plan assets at beginning of year2010-12-31$3,788,608
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$432,524
Other income received2010-12-31$698,351
Net income (gross income less expenses)2010-12-31$1,246,559
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,035,167
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,788,608
Assets. Value of participant loans2010-12-31$50,190
Total contributions received or receivable from employer(s)2010-12-31$228,532
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$629
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS 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 WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN

2023: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS 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: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS 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: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS 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: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS 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: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM A. HARRISON, INC. EMPLOYEE SAVINGS 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1