HARPER & PEARSON COMPANY P.C. has sponsored the creation of one or more 401k plans.
Additional information about HARPER & PEARSON COMPANY P.C.
Submission information for form 5500 for 401k plan HARPER & PEARSON COMPANY SAVINGS AND PROFIT SHARING PLAN
401k plan membership statisitcs for HARPER & PEARSON COMPANY SAVINGS AND PROFIT SHARING PLAN
Measure | Date | Value |
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2022: HARPER & PEARSON COMPANY SAVINGS AND PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 33 |
Total of all active and inactive participants | 2022-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 87 |
Number of participants with account balances | 2022-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HARPER & PEARSON COMPANY SAVINGS AND PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 32 |
Total of all active and inactive participants | 2021-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 85 |
Number of participants with account balances | 2021-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HARPER & PEARSON COMPANY SAVINGS AND PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 36 |
Total of all active and inactive participants | 2020-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 92 |
Number of participants with account balances | 2020-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
Measure | Date | Value |
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2022 : HARPER & PEARSON COMPANY SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-2,537,230 |
Expenses. Total of all expenses incurred | 2022-12-31 | $265,906 |
Benefits paid (including direct rollovers) | 2022-12-31 | $210,019 |
Total plan assets at end of year | 2022-12-31 | $18,995,820 |
Total plan assets at beginning of year | 2022-12-31 | $21,798,956 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $584,815 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $47,022 |
Other income received | 2022-12-31 | $-3,626,580 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-2,803,136 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $18,995,820 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,798,956 |
Assets. Value of participant loans | 2022-12-31 | $53,846 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $457,513 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $55,887 |
2021 : HARPER & PEARSON COMPANY SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $3,815,298 |
Expenses. Total of all expenses incurred | 2021-12-31 | $3,730,386 |
Benefits paid (including direct rollovers) | 2021-12-31 | $3,683,758 |
Total plan assets at end of year | 2021-12-31 | $21,798,956 |
Total plan assets at beginning of year | 2021-12-31 | $21,714,044 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $567,016 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $2,765,833 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $84,912 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $21,798,956 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,714,044 |
Assets. Value of participant loans | 2021-12-31 | $43,161 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $482,449 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $46,628 |
2020 : HARPER & PEARSON COMPANY SAVINGS AND PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $2,908,823 |
Expenses. Total of all expenses incurred | 2020-12-31 | $898,793 |
Benefits paid (including direct rollovers) | 2020-12-31 | $837,524 |
Total plan assets at end of year | 2020-12-31 | $21,714,044 |
Total plan assets at beginning of year | 2020-12-31 | $19,704,014 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $576,926 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $2,006,868 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $2,010,030 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $21,714,044 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $19,704,014 |
Assets. Value of participant loans | 2020-12-31 | $80,512 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $325,029 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $61,269 |