401k Plan data: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN plan

HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 401k Plan overview

Plan Name	HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN
Plan identification number	001

HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

HARRIS & ASSOCIATES, P.C., L.L.O. has sponsored the creation of one or more 401k plans.

Company Name: HARRIS & ASSOCIATES, P.C., L.L.O.

Employer identification number (EIN): 811152394

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAMES E HARRIS 2024-09-30
001 2022-01-01 JAMES E HARRIS 2023-10-06
001 2021-01-01 JAMES E HARRIS 2022-11-22
001 2021-01-01 JAMES E HARRIS 2022-10-03
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES E HARRIS
001 2016-01-01 JAMES E HARRIS
001 2015-01-01 JAMES E HARRIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JAMES E HARRIS	2024-09-30
001	2022-01-01	JAMES E HARRIS	2023-10-06
001	2021-01-01	JAMES E HARRIS	2022-11-22
001	2021-01-01	JAMES E HARRIS	2022-10-03
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JAMES E HARRIS
001	2016-01-01	JAMES E HARRIS
001	2015-01-01	JAMES E HARRIS

Plan Statistics for HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN

401k plan membership statisitcs for HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN

Measure Date Value
2020: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
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 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
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 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
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 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2020: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
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	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
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	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
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	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN

Measure	Date	Value
2020 : HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$74,387
Expenses. Total of all expenses incurred	2020-12-31	$49,372
Benefits paid (including direct rollovers)	2020-12-31	$42,910
Total plan assets at end of year	2020-12-31	$806,840
Total plan assets at beginning of year	2020-12-31	$781,825
Value of fidelity bond covering the plan	2020-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$6,462
Other income received	2020-12-31	$74,387
Net income (gross income less expenses)	2020-12-31	$25,015
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$806,840
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$781,825
Assets. Value of participant loans	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$134,123
Expenses. Total of all expenses incurred	2019-12-31	$6,921
Total plan assets at end of year	2019-12-31	$781,825
Total plan assets at beginning of year	2019-12-31	$654,623
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$134,123
Net income (gross income less expenses)	2019-12-31	$127,202
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$781,825
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$654,623
Assets. Value of participant loans	2019-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,921
2018 : HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$5,065
Expenses. Total of all expenses incurred	2018-12-31	$192,725
Benefits paid (including direct rollovers)	2018-12-31	$185,800
Total plan assets at end of year	2018-12-31	$654,623
Total plan assets at beginning of year	2018-12-31	$842,283
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$5,065
Net income (gross income less expenses)	2018-12-31	$-187,660
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$654,623
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$842,283
Assets. Value of participant loans	2018-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$120,046
Expenses. Total of all expenses incurred	2017-12-31	$7,891
Total plan assets at end of year	2017-12-31	$842,283
Total plan assets at beginning of year	2017-12-31	$730,128
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$120,046
Net income (gross income less expenses)	2017-12-31	$112,155
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$842,283
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$730,128
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,891
2016 : HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$75,501
Expenses. Total of all expenses incurred	2016-12-31	$6,028
Total plan assets at end of year	2016-12-31	$730,128
Total plan assets at beginning of year	2016-12-31	$660,655
Value of fidelity bond covering the plan	2016-12-31	$100,000
Other income received	2016-12-31	$75,501
Net income (gross income less expenses)	2016-12-31	$69,473
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$730,128
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$660,655
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,028
2015 : HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-9,643
Expenses. Total of all expenses incurred	2015-12-31	$5,949
Total plan assets at end of year	2015-12-31	$660,655
Total plan assets at beginning of year	2015-12-31	$676,247
Value of fidelity bond covering the plan	2015-12-31	$100,000
Noncash contributions received	2015-12-31	$-9,643
Net income (gross income less expenses)	2015-12-31	$-15,592
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$660,655
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$676,247
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,949

Form 5500 Responses for HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN

2020: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2016 form 5500 responses
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: HARRIS & ASSOCIATES, P.C., L.L.O. PROFIT SHARING PLAN 2015 form 5500 responses
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

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Company Name:	HARRIS & ASSOCIATES, P.C., L.L.O.
Employer identification number (EIN):	811152394
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers