HARPER & COMPANY CPA'S, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN
401k plan membership statisitcs for HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN
Measure | Date | Value |
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2023: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 7 |
Total of all active and inactive participants | 2023-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 19 |
Number of participants with account balances | 2023-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
2022: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
Total of all active and inactive participants | 2022-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 20 |
Number of participants with account balances | 2022-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 19 |
Number of participants with account balances | 2021-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 15 |
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 | 4 |
Total of all active and inactive participants | 2020-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 19 |
Number of participants with account balances | 2020-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
Total of all active and inactive participants | 2019-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 21 |
Number of participants with account balances | 2019-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
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 | 7 |
Total of all active and inactive participants | 2018-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 19 |
Number of participants with account balances | 2018-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
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 | 9 |
Total of all active and inactive participants | 2017-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 20 |
Number of participants with account balances | 2017-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
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2023 : HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $561,365 |
Expenses. Total of all expenses incurred | 2023-12-31 | $1,158,206 |
Benefits paid (including direct rollovers) | 2023-12-31 | $1,145,074 |
Total plan assets at end of year | 2023-12-31 | $1,170,130 |
Total plan assets at beginning of year | 2023-12-31 | $1,766,971 |
Value of fidelity bond covering the plan | 2023-12-31 | $190,000 |
Total contributions received or receivable from participants | 2023-12-31 | $124,636 |
Other income received | 2023-12-31 | $319,137 |
Net income (gross income less expenses) | 2023-12-31 | $-596,841 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,170,130 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,766,971 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $117,592 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $13,132 |
2022 : HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-65,752 |
Expenses. Total of all expenses incurred | 2022-12-31 | $12,950 |
Benefits paid (including direct rollovers) | 2022-12-31 | $2,037 |
Total plan assets at end of year | 2022-12-31 | $1,766,971 |
Total plan assets at beginning of year | 2022-12-31 | $1,845,673 |
Value of fidelity bond covering the plan | 2022-12-31 | $184,568 |
Total contributions received or receivable from participants | 2022-12-31 | $123,339 |
Other income received | 2022-12-31 | $-311,030 |
Net income (gross income less expenses) | 2022-12-31 | $-78,702 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,766,971 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,845,673 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $3,748 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $121,939 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $10,913 |
2021 : HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $426,087 |
Expenses. Total of all expenses incurred | 2021-12-31 | $15,532 |
Benefits paid (including direct rollovers) | 2021-12-31 | $2,285 |
Total plan assets at end of year | 2021-12-31 | $1,845,673 |
Total plan assets at beginning of year | 2021-12-31 | $1,435,118 |
Value of fidelity bond covering the plan | 2021-12-31 | $143,512 |
Total contributions received or receivable from participants | 2021-12-31 | $132,095 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $17,329 |
Other income received | 2021-12-31 | $167,969 |
Net income (gross income less expenses) | 2021-12-31 | $410,555 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,845,673 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,435,118 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $108,694 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $13,247 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $652,938 |
Expenses. Total of all expenses incurred | 2020-12-31 | $163,247 |
Benefits paid (including direct rollovers) | 2020-12-31 | $156,406 |
Total plan assets at end of year | 2020-12-31 | $1,435,118 |
Total plan assets at beginning of year | 2020-12-31 | $945,427 |
Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
Total contributions received or receivable from participants | 2020-12-31 | $116,674 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $119,849 |
Other income received | 2020-12-31 | $277,333 |
Net income (gross income less expenses) | 2020-12-31 | $489,691 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,435,118 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $945,427 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $139,082 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $6,841 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $378,445 |
Expenses. Total of all expenses incurred | 2019-12-31 | $259,137 |
Benefits paid (including direct rollovers) | 2019-12-31 | $255,195 |
Total plan assets at end of year | 2019-12-31 | $945,427 |
Total plan assets at beginning of year | 2019-12-31 | $826,119 |
Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
Total contributions received or receivable from participants | 2019-12-31 | $82,869 |
Other income received | 2019-12-31 | $170,422 |
Net income (gross income less expenses) | 2019-12-31 | $119,308 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $945,427 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $826,119 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $125,154 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,942 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $149,190 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,054 |
Total plan assets at end of year | 2018-12-31 | $826,119 |
Total plan assets at beginning of year | 2018-12-31 | $678,983 |
Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $74,053 |
Other income received | 2018-12-31 | $-45,749 |
Net income (gross income less expenses) | 2018-12-31 | $147,136 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $826,119 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $678,983 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $120,886 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,054 |
2017 : HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $232,059 |
Expenses. Total of all expenses incurred | 2017-12-31 | $3,793 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2,976 |
Total plan assets at end of year | 2017-12-31 | $678,983 |
Total plan assets at beginning of year | 2017-12-31 | $450,717 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Total contributions received or receivable from participants | 2017-12-31 | $48,919 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $595 |
Other income received | 2017-12-31 | $97,779 |
Net income (gross income less expenses) | 2017-12-31 | $228,266 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $678,983 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $450,717 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $84,766 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $817 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2023: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2020 form 5500 responses |
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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: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2019 form 5500 responses |
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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: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2018 form 5500 responses |
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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: HARPER & COMPANY CPA'S, LLC SAFE HARBOR 401(K) PLAN 2017 form 5500 responses |
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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 |