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HARLOW, ADAMS & FRIEDMAN, P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameHARLOW, ADAMS & FRIEDMAN, P.C. 401K PROFIT SHARING PLAN
Plan identification number 001

HARLOW, ADAMS & FRIEDMAN, P.C. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

HARLOW, ADAMS & FRIEDMAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:HARLOW, ADAMS & FRIEDMAN, P.C.
Employer identification number (EIN):061229296
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARLOW, ADAMS & FRIEDMAN, P.C. 401K PROFIT SHARING 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
0012018-01-01
0012017-01-01
0012016-11-01
0012015-11-01
0012014-11-01DANA FRIEDMAN2015-12-10
0012013-11-01DANA FRIEDMAN2015-02-11
0012012-11-01GEORGE W. ADAMS III2014-04-04
0012011-11-01GEORGE W. ADAMS III2013-03-22
0012010-11-01GEORGE W. ADAMS III2012-05-08
0012008-11-01

Financial Data on HARLOW, ADAMS & FRIEDMAN, P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2008 : HARLOW, ADAMS & FRIEDMAN, P.C. 401K PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources2008-10-31$-637,584
Expenses. Total of all expenses incurred2008-10-31$221,035
Benefits paid (including direct rollovers)2008-10-31$221,035
Total plan assets at end of year2008-10-31$1,803,376
Total plan assets at beginning of year2008-10-31$2,661,995
Value of fidelity bond covering the plan2008-10-31$100,000
Total contributions received or receivable from participants2008-10-31$196,565
Other income received2008-10-31$-852,579
Net income (gross income less expenses)2008-10-31$-858,619
Net plan assets at end of year (total assets less liabilities)2008-10-31$1,803,376
Net plan assets at beginning of year (total assets less liabilities)2008-10-31$2,661,995
Assets. Value of participant loans2008-10-31$72,906
Total contributions received or receivable from employer(s)2008-10-31$18,430

Form 5500 Responses for HARLOW, ADAMS & FRIEDMAN, P.C. 401K PROFIT SHARING PLAN

2008: HARLOW, ADAMS & FRIEDMAN, P.C. 401K PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number87-48969-71
Policy instance 1
Insurance contract or identification number87-48969-71
Number of Individuals Covered22
Insurance policy start date2007-11-01
Insurance policy end date2008-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJEFFERSON PILOT SECURITIES

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