ROBERT E. HARRIS INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Additional information about ROBERT E. HARRIS INSURANCE AGENCY, INC.
Submission information for form 5500 for 401k plan ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN
401k plan membership statisitcs for ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN
| Measure | Date | Value |
|---|
| 2019: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 3 |
| Total of all active and inactive participants | 2019-04-01 | 3 |
| Total participants | 2019-04-01 | 3 |
| 2018: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 8 |
| Total of all active and inactive participants | 2018-04-01 | 8 |
| Total participants | 2018-04-01 | 8 |
| 2017: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 6 |
| Total of all active and inactive participants | 2017-04-01 | 6 |
| Total participants | 2017-04-01 | 6 |
| 2016: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 13 |
| Total of all active and inactive participants | 2016-05-01 | 13 |
| Total participants | 2016-05-01 | 13 |
| 2015: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 11 |
| Total of all active and inactive participants | 2015-05-01 | 11 |
| Total participants | 2015-05-01 | 11 |
| 2014: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 10 |
| Total of all active and inactive participants | 2014-05-01 | 10 |
| Total participants | 2014-05-01 | 10 |
| 2013: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 8 |
| Total of all active and inactive participants | 2013-05-01 | 8 |
| Total participants | 2013-05-01 | 8 |
| 2012: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 7 |
| Total of all active and inactive participants | 2012-05-01 | 7 |
| Total participants | 2012-05-01 | 7 |
| 2011: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 6 |
| Total of all active and inactive participants | 2011-05-01 | 6 |
| Total participants | 2011-05-01 | 6 |
| 2010: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 7 |
| Total of all active and inactive participants | 2010-05-01 | 7 |
| Total participants | 2010-05-01 | 7 |
| 2009: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 6 |
| Total of all active and inactive participants | 2009-05-01 | 6 |
| Total participants | 2009-05-01 | 6 |
| Measure | Date | Value |
|---|
| 2020 : ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-03-31 | $12,256 |
| Total income from all sources | 2020-03-31 | $11,750 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $12,256 |
| Benefits paid (including direct rollovers) | 2020-03-31 | $12,256 |
| Total plan assets at end of year | 2020-03-31 | $11,750 |
| Value of fidelity bond covering the plan | 2020-03-31 | $5,000 |
| Total contributions received or receivable from participants | 2020-03-31 | $11,750 |
| Net income (gross income less expenses) | 2020-03-31 | $-506 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $-506 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $0 |
| 2019 : ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-03-31 | $16,309 |
| Total income from all sources | 2019-03-31 | $16,551 |
| Expenses. Total of all expenses incurred | 2019-03-31 | $16,309 |
| Benefits paid (including direct rollovers) | 2019-03-31 | $16,309 |
| Total plan assets at end of year | 2019-03-31 | $16,551 |
| Value of fidelity bond covering the plan | 2019-03-31 | $5,000 |
| Total contributions received or receivable from participants | 2019-03-31 | $16,551 |
| Net income (gross income less expenses) | 2019-03-31 | $242 |
| Net plan assets at end of year (total assets less liabilities) | 2019-03-31 | $242 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-03-31 | $0 |
| 2018 : ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-03-31 | $9,697 |
| Total income from all sources | 2018-03-31 | $11,131 |
| Expenses. Total of all expenses incurred | 2018-03-31 | $9,697 |
| Benefits paid (including direct rollovers) | 2018-03-31 | $9,697 |
| Total plan assets at end of year | 2018-03-31 | $11,131 |
| Value of fidelity bond covering the plan | 2018-03-31 | $5,000 |
| Total contributions received or receivable from participants | 2018-03-31 | $11,131 |
| Net income (gross income less expenses) | 2018-03-31 | $1,434 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $1,434 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $0 |
| 2017 : ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-03-30 | $14,617 |
| Total income from all sources | 2017-03-30 | $17,620 |
| Expenses. Total of all expenses incurred | 2017-03-30 | $14,617 |
| Benefits paid (including direct rollovers) | 2017-03-30 | $14,617 |
| Total plan assets at end of year | 2017-03-30 | $17,620 |
| Value of fidelity bond covering the plan | 2017-03-30 | $5,000 |
| Total contributions received or receivable from participants | 2017-03-30 | $17,620 |
| Net income (gross income less expenses) | 2017-03-30 | $3,003 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-30 | $3,003 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-30 | $0 |
| 2016 : ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-04-30 | $13,246 |
| Total income from all sources | 2016-04-30 | $15,066 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $13,246 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $13,246 |
| Total plan assets at end of year | 2016-04-30 | $15,066 |
| Value of fidelity bond covering the plan | 2016-04-30 | $5,000 |
| Total contributions received or receivable from participants | 2016-04-30 | $15,066 |
| Net income (gross income less expenses) | 2016-04-30 | $1,820 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $1,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $0 |
| 2015 : ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-04-30 | $11,773 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $10,806 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $10,806 |
| Total plan assets at end of year | 2015-04-30 | $967 |
| Value of fidelity bond covering the plan | 2015-04-30 | $5,000 |
| Total contributions received or receivable from participants | 2015-04-30 | $11,773 |
| Net income (gross income less expenses) | 2015-04-30 | $967 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $967 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $0 |
| 2014 : ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-04-30 | $6,260 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $5,996 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $5,996 |
| Total plan assets at end of year | 2014-04-30 | $264 |
| Value of fidelity bond covering the plan | 2014-04-30 | $5,000 |
| Total contributions received or receivable from participants | 2014-04-30 | $6,260 |
| Net income (gross income less expenses) | 2014-04-30 | $264 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $264 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $0 |
| 2013 : ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-04-30 | $7,609 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $5,540 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $5,540 |
| Total plan assets at end of year | 2013-04-30 | $2,069 |
| Value of fidelity bond covering the plan | 2013-04-30 | $5,000 |
| Total contributions received or receivable from participants | 2013-04-30 | $7,609 |
| Net income (gross income less expenses) | 2013-04-30 | $2,069 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $2,069 |
| 2012 : ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-04-30 | $9,260 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $8,804 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $8,804 |
| Total plan assets at end of year | 2012-04-30 | $456 |
| Value of fidelity bond covering the plan | 2012-04-30 | $5,000 |
| Total contributions received or receivable from participants | 2012-04-30 | $9,260 |
| Net income (gross income less expenses) | 2012-04-30 | $456 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $456 |
| 2011 : ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-04-30 | $10,316 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $10,279 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $10,279 |
| Total plan assets at end of year | 2011-04-30 | $37 |
| Value of fidelity bond covering the plan | 2011-04-30 | $5,000 |
| Total contributions received or receivable from participants | 2011-04-30 | $10,316 |
| Net income (gross income less expenses) | 2011-04-30 | $37 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $37 |
| 2019: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Submission has been amended | No |
| 2019-04-01 | This submission is the final filing | No |
| 2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-04-01 | Plan is a collectively bargained plan | No |
| 2019-04-01 | Plan funding arrangement – Trust | Yes |
| 2019-04-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Submission has been amended | No |
| 2018-04-01 | This submission is the final filing | No |
| 2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-04-01 | Plan is a collectively bargained plan | No |
| 2018-04-01 | Plan funding arrangement – Trust | Yes |
| 2018-04-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Submission has been amended | No |
| 2017-04-01 | This submission is the final filing | No |
| 2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-04-01 | Plan is a collectively bargained plan | No |
| 2017-04-01 | Plan funding arrangement – Trust | Yes |
| 2017-04-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Submission has been amended | No |
| 2016-05-01 | This submission is the final filing | No |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-05-01 | Plan is a collectively bargained plan | No |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Single employer plan |
| 2010-05-01 | Submission has been amended | No |
| 2010-05-01 | This submission is the final filing | No |
| 2010-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-05-01 | Plan is a collectively bargained plan | No |
| 2010-05-01 | Plan funding arrangement – Trust | Yes |
| 2010-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT E. HARRIS INSURANCE AGENCY, INC. - 125 CAFETERIA PLAN 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Submission has been amended | No |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
