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FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 401k Plan overview

Plan NameFORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN
Plan identification number 001

FORDHARRISON PARTNER & STAFF 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FORD & HARRISON LLP has sponsored the creation of one or more 401k plans.

Company Name:FORD & HARRISON LLP
Employer identification number (EIN):581314995
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ERIC HOLMAN2023-10-12
0012021-01-01DAWN MOSELEY2022-10-18
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAWN MOSELEY
0012016-01-01
0012015-01-01
0012014-01-01C. LASH HARRISON
0012013-01-01C. LASH HARRISON
0012012-01-01C. LASH HARRISON
0012011-01-01C. LASH HARRISON
0012009-01-01LASH HARRISON

Plan Statistics for FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN

401k plan membership statisitcs for FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN

Measure Date Value
2022: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01268
Total number of active participants reported on line 7a of the Form 55002022-01-01154
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01204
Number of participants with account balances2022-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01315
Total number of active participants reported on line 7a of the Form 55002021-01-01149
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01264
Number of participants with account balances2021-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01394
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0181
Total of all active and inactive participants2020-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01315
Number of participants with account balances2020-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01400
Total number of active participants reported on line 7a of the Form 55002019-01-01265
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01128
Total of all active and inactive participants2019-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01394
Number of participants with account balances2019-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01401
Total number of active participants reported on line 7a of the Form 55002018-01-01278
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01120
Total of all active and inactive participants2018-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01400
Number of participants with account balances2018-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01447
Total number of active participants reported on line 7a of the Form 55002017-01-01281
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01119
Total of all active and inactive participants2017-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01401
Number of participants with account balances2017-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01413
Total number of active participants reported on line 7a of the Form 55002016-01-01301
Number of retired or separated participants receiving benefits2016-01-0136
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01447
Number of participants with account balances2016-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01337
Total number of active participants reported on line 7a of the Form 55002015-01-01214
Number of retired or separated participants receiving benefits2015-01-0143
Number of other retired or separated participants entitled to future benefits2015-01-0199
Total of all active and inactive participants2015-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01356
Number of participants with account balances2015-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01332
Total number of active participants reported on line 7a of the Form 55002014-01-01190
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0193
Total of all active and inactive participants2014-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01287
Number of participants with account balances2014-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01343
Total number of active participants reported on line 7a of the Form 55002013-01-01208
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01109
Total of all active and inactive participants2013-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01317
Number of participants with account balances2013-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01318
Total number of active participants reported on line 7a of the Form 55002012-01-01220
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01108
Total of all active and inactive participants2012-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01328
Number of participants with account balances2012-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01323
Total number of active participants reported on line 7a of the Form 55002011-01-01212
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0198
Total of all active and inactive participants2011-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01310
Number of participants with account balances2011-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01360
Total number of active participants reported on line 7a of the Form 55002009-01-01256
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01329
Number of participants with account balances2009-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN

Measure Date Value
2022 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,411,170
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,162,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,146,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,044,990
Value of total assets at end of year2022-12-31$38,066,106
Value of total assets at beginning of year2022-12-31$43,639,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,643
Total interest from all sources2022-12-31$14,322
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,277,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,277,188
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,304,880
Participant contributions at end of year2022-12-31$344,665
Participant contributions at beginning of year2022-12-31$406,787
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,412,013
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,632,313
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,999
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,573,585
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,066,106
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,639,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,014,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,785,475
Interest on participant loans2022-12-31$14,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,548,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,149,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,747,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,737,111
Employer contributions (assets) at end of year2022-12-31$1,746,400
Employer contributions (assets) at beginning of year2022-12-31$1,665,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,146,772
Contract administrator fees2022-12-31$15,643
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BENNETT THRASHER
Accountancy firm EIN2022-12-31581673613
2021 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,544,857
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$904,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$794,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,944,196
Value of total assets at end of year2021-12-31$43,639,691
Value of total assets at beginning of year2021-12-31$36,999,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,043
Total interest from all sources2021-12-31$17,705
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$677,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$677,673
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,220,600
Participant contributions at end of year2021-12-31$406,787
Participant contributions at beginning of year2021-12-31$434,812
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,632,313
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,278,288
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$57,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$83
Other income not declared elsewhere2021-12-31$209,177
Administrative expenses (other) incurred2021-12-31$39,260
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,639,992
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,639,691
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,999,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$70,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,785,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,037,633
Interest on participant loans2021-12-31$17,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,149,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$789,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,696,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,666,424
Employer contributions (assets) at end of year2021-12-31$1,665,430
Employer contributions (assets) at beginning of year2021-12-31$1,459,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$794,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BENNETT THRASHER
Accountancy firm EIN2021-12-31581673613
2020 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$11,738,152
Total income from all sources (including contributions)2020-12-31$4,843,772
Total of all expenses incurred2020-12-31$3,754,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,632,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,318,853
Value of total assets at end of year2020-12-31$36,999,699
Value of total assets at beginning of year2020-12-31$47,648,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$122,201
Total interest from all sources2020-12-31$36,684
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$557,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$557,086
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,423,584
Participant contributions at end of year2020-12-31$434,812
Participant contributions at beginning of year2020-12-31$422,128
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,278,288
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,393,505
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$446,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$83
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$707
Other income not declared elsewhere2020-12-31$-61,767
Administrative expenses (other) incurred2020-12-31$50,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,089,016
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,999,699
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,648,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$72,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,037,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,525,821
Interest on participant loans2020-12-31$19,487
Interest earned on other investments2020-12-31$17,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$789,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$874,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$992,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,448,469
Employer contributions (assets) at end of year2020-12-31$1,459,184
Employer contributions (assets) at beginning of year2020-12-31$431,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,632,555
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WARREN AVERETT, LLC
Accountancy firm EIN2020-12-31454084437
2019 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$11,436,700
Total income from all sources (including contributions)2019-12-31$11,436,700
Total of all expenses incurred2019-12-31$4,752,056
Total of all expenses incurred2019-12-31$4,752,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,612,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,612,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,310,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,310,540
Value of total assets at end of year2019-12-31$47,648,835
Value of total assets at end of year2019-12-31$47,648,835
Value of total assets at beginning of year2019-12-31$40,964,191
Value of total assets at beginning of year2019-12-31$40,964,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$139,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$139,425
Total interest from all sources2019-12-31$39,313
Total interest from all sources2019-12-31$39,313
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$909,840
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$909,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$909,840
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$909,840
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,305,550
Contributions received from participants2019-12-31$2,305,550
Participant contributions at end of year2019-12-31$422,128
Participant contributions at end of year2019-12-31$422,128
Participant contributions at beginning of year2019-12-31$560,724
Participant contributions at beginning of year2019-12-31$560,724
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,393,505
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,393,505
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,725,509
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,725,509
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$573,285
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$573,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$707
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$707
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,237
Other income not declared elsewhere2019-12-31$933,872
Other income not declared elsewhere2019-12-31$933,872
Administrative expenses (other) incurred2019-12-31$64,135
Administrative expenses (other) incurred2019-12-31$64,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,684,644
Value of net income/loss2019-12-31$6,684,644
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,648,835
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,648,835
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,964,191
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,964,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$75,290
Investment advisory and management fees2019-12-31$75,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,525,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,525,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,746,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,746,855
Interest on participant loans2019-12-31$24,098
Interest on participant loans2019-12-31$24,098
Interest earned on other investments2019-12-31$15,215
Interest earned on other investments2019-12-31$15,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$874,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$874,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$566,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$566,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,243,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,243,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$431,705
Contributions received in cash from employer2019-12-31$431,705
Employer contributions (assets) at end of year2019-12-31$431,705
Employer contributions (assets) at end of year2019-12-31$431,705
Employer contributions (assets) at beginning of year2019-12-31$363,015
Employer contributions (assets) at beginning of year2019-12-31$363,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,612,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,612,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WARREN AVERETT, LLC
Accountancy firm name2019-12-31WARREN AVERETT, LLC
Accountancy firm EIN2019-12-31454084437
Accountancy firm EIN2019-12-31454084437
2018 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$508,077
Total of all expenses incurred2018-12-31$3,442,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,320,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,767,285
Value of total assets at end of year2018-12-31$40,964,191
Value of total assets at beginning of year2018-12-31$43,899,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$122,908
Total interest from all sources2018-12-31$35,670
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$810,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$810,666
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,040,114
Participant contributions at end of year2018-12-31$560,724
Participant contributions at beginning of year2018-12-31$541,164
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,725,509
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,187,806
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$364,156
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$638
Other income not declared elsewhere2018-12-31$-302,282
Administrative expenses (other) incurred2018-12-31$56,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,934,839
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,964,191
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,899,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$66,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,746,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,328,090
Interest on participant loans2018-12-31$27,813
Interest earned on other investments2018-12-31$7,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$566,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$483,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,803,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$363,015
Employer contributions (assets) at end of year2018-12-31$363,015
Employer contributions (assets) at beginning of year2018-12-31$358,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,320,008
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WARREN AVERETT, LLC
Accountancy firm EIN2018-12-31454084437
2017 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,456
Total income from all sources (including contributions)2017-12-31$9,742,197
Total of all expenses incurred2017-12-31$18,343,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,258,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,887,550
Value of total assets at end of year2017-12-31$43,899,030
Value of total assets at beginning of year2017-12-31$52,521,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$84,477
Total interest from all sources2017-12-31$21,140
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$486,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$486,304
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,992,958
Participant contributions at end of year2017-12-31$541,164
Participant contributions at beginning of year2017-12-31$383,682
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,187,806
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$51,784,277
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$536,356
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$21,456
Other income not declared elsewhere2017-12-31$189,784
Administrative expenses (other) incurred2017-12-31$84,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-8,600,851
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,899,030
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,499,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,328,090
Interest on participant loans2017-12-31$20,002
Interest earned on other investments2017-12-31$1,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$483,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,157,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$358,236
Employer contributions (assets) at end of year2017-12-31$358,236
Employer contributions (assets) at beginning of year2017-12-31$351,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,258,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARREN AVERETT, LLC
Accountancy firm EIN2017-12-31454084437
2016 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$500
Total income from all sources (including contributions)2016-12-31$7,086,838
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,187,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,025,694
Expenses. Certain deemed distributions of participant loans2016-12-31$62,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,882,188
Value of total assets at end of year2016-12-31$52,521,337
Value of total assets at beginning of year2016-12-31$49,601,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$99,124
Total interest from all sources2016-12-31$19,462
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,829,649
Participant contributions at end of year2016-12-31$383,682
Participant contributions at beginning of year2016-12-31$563,576
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$129,386
Assets. Other investments not covered elsewhere at end of year2016-12-31$51,784,277
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$48,658,405
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$703,591
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$12,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$11,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$21,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$4,185,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,899,209
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,499,881
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$49,600,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$76,574
Interest on participant loans2016-12-31$19,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$348,948
Employer contributions (assets) at end of year2016-12-31$351,116
Employer contributions (assets) at beginning of year2016-12-31$238,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,013,157
Contract administrator fees2016-12-31$22,550
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$500
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WARREN AVERETT, LLC
Accountancy firm EIN2016-12-31454084437
2015 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$2,722,630
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$500
Total income from all sources (including contributions)2015-12-31$1,279,679
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,556,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,475,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,445,174
Value of total assets at end of year2015-12-31$49,601,172
Value of total assets at beginning of year2015-12-31$56,155,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$81,743
Total interest from all sources2015-12-31$23,660
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,779,769
Participant contributions at end of year2015-12-31$563,576
Participant contributions at beginning of year2015-12-31$592,137
Participant contributions at end of year2015-12-31$129,386
Participant contributions at beginning of year2015-12-31$101,783
Assets. Other investments not covered elsewhere at end of year2015-12-31$48,658,405
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$53,595,878
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$308,576
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$11,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$14,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-1,189,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-9,277,239
Value of net assets at end of year (total assets less liabilities)2015-12-31$49,600,672
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$56,155,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$66,875
Interest on participant loans2015-12-31$23,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$356,829
Employer contributions (assets) at end of year2015-12-31$238,322
Employer contributions (assets) at beginning of year2015-12-31$1,851,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,475,175
Contract administrator fees2015-12-31$14,868
Liabilities. Value of benefit claims payable at end of year2015-12-31$500
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$500
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WARREN AVERETT, LLC
Accountancy firm EIN2015-12-31454084437
2014 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$420,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$500
Total income from all sources (including contributions)2014-12-31$6,667,229
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,479,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,340,677
Expenses. Certain deemed distributions of participant loans2014-12-31$54,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,193,828
Value of total assets at end of year2014-12-31$56,155,781
Value of total assets at beginning of year2014-12-31$55,388,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$84,915
Total interest from all sources2014-12-31$24,806
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,500,305
Participant contributions at end of year2014-12-31$592,137
Participant contributions at beginning of year2014-12-31$630,485
Participant contributions at end of year2014-12-31$101,783
Participant contributions at beginning of year2014-12-31$20,000
Assets. Other investments not covered elsewhere at end of year2014-12-31$53,595,878
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$52,814,528
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$848,329
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$14,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$2,448,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,187,374
Value of net assets at end of year (total assets less liabilities)2014-12-31$56,155,281
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,388,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$54,515
Interest on participant loans2014-12-31$24,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,845,194
Employer contributions (assets) at end of year2014-12-31$1,851,918
Employer contributions (assets) at beginning of year2014-12-31$1,918,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,340,677
Contract administrator fees2014-12-31$30,400
Liabilities. Value of benefit claims payable at end of year2014-12-31$500
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$500
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WARREN AVERETT, LLC
Accountancy firm EIN2014-12-31454084437
2013 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$628,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,194
Total income from all sources (including contributions)2013-12-31$11,065,232
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,419,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,260,156
Expenses. Certain deemed distributions of participant loans2013-12-31$120,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,580,244
Value of total assets at end of year2013-12-31$55,388,761
Value of total assets at beginning of year2013-12-31$50,127,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,090
Total interest from all sources2013-12-31$25,992
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,603,298
Participant contributions at end of year2013-12-31$630,485
Participant contributions at beginning of year2013-12-31$640,447
Participant contributions at end of year2013-12-31$20,000
Participant contributions at beginning of year2013-12-31$104,632
Assets. Other investments not covered elsewhere at end of year2013-12-31$52,814,528
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$49,321,987
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$61,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,793
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$12,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$759
Other income not declared elsewhere2013-12-31$7,458,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,645,592
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,388,261
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,114,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$39,090
Interest on participant loans2013-12-31$25,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,915,939
Employer contributions (assets) at end of year2013-12-31$1,918,955
Employer contributions (assets) at beginning of year2013-12-31$48,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,260,156
Liabilities. Value of benefit claims payable at end of year2013-12-31$500
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$12,435
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WARREN AVERETT, LLC
Accountancy firm EIN2013-12-31454084437
2012 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,038
Total income from all sources (including contributions)2012-12-31$8,412,134
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,829,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,779,674
Expenses. Certain deemed distributions of participant loans2012-12-31$17,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,575,582
Value of total assets at end of year2012-12-31$50,127,453
Value of total assets at beginning of year2012-12-31$43,533,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,388
Total interest from all sources2012-12-31$29,182
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,520,131
Participant contributions at end of year2012-12-31$640,447
Participant contributions at beginning of year2012-12-31$639,193
Participant contributions at end of year2012-12-31$104,632
Participant contributions at beginning of year2012-12-31$91,263
Assets. Other investments not covered elsewhere at end of year2012-12-31$49,321,987
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$42,755,122
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$12,376
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$17,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$759
Other income not declared elsewhere2012-12-31$4,807,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,582,742
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,114,259
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,531,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$32,388
Interest on participant loans2012-12-31$29,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,035,234
Employer contributions (assets) at end of year2012-12-31$48,011
Employer contributions (assets) at beginning of year2012-12-31$30,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,779,674
Liabilities. Value of benefit claims payable at end of year2012-12-31$12,435
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,279
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WARREN AVERETT, LLC
Accountancy firm EIN2012-12-31454084437
2011 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$217,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,438
Total income from all sources (including contributions)2011-12-31$3,340,005
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,342,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,255,510
Expenses. Certain deemed distributions of participant loans2011-12-31$51,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,526,958
Value of total assets at end of year2011-12-31$43,533,555
Value of total assets at beginning of year2011-12-31$44,325,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,258
Total interest from all sources2011-12-31$30,582
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,461,827
Participant contributions at end of year2011-12-31$639,193
Participant contributions at beginning of year2011-12-31$661,498
Participant contributions at end of year2011-12-31$91,263
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$42,755,122
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$43,422,308
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$17,410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$22,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$759
Other income not declared elsewhere2011-12-31$-217,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,002,408
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,531,517
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$44,316,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$35,258
Interest on participant loans2011-12-31$30,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,060,092
Employer contributions (assets) at end of year2011-12-31$30,567
Employer contributions (assets) at beginning of year2011-12-31$219,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,255,510
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,279
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$7,679
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2011-12-31581763439
2010 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$316,688
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,100
Total income from all sources (including contributions)2010-12-31$8,264,058
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,435,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,364,669
Expenses. Certain deemed distributions of participant loans2010-12-31$43,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,988,463
Value of total assets at end of year2010-12-31$44,325,297
Value of total assets at beginning of year2010-12-31$41,172,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,859
Total interest from all sources2010-12-31$32,503
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,566,755
Participant contributions at end of year2010-12-31$661,498
Participant contributions at beginning of year2010-12-31$538,696
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$22,000
Assets. Other investments not covered elsewhere at end of year2010-12-31$43,422,308
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$40,106,451
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$125,812
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$22,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$43,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,100
Other income not declared elsewhere2010-12-31$4,243,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,828,789
Value of net assets at end of year (total assets less liabilities)2010-12-31$44,316,859
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,171,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$26,859
Interest on participant loans2010-12-31$32,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,295,896
Employer contributions (assets) at end of year2010-12-31$219,064
Employer contributions (assets) at beginning of year2010-12-31$462,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,364,669
Liabilities. Value of benefit claims payable at end of year2010-12-31$7,679
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2010-12-31581763439
2009 : FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN

2022: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517820-000
Policy instance 1
Insurance contract or identification number517820-000
Number of Individuals Covered269
Insurance policy start date2022-08-09
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63096
Policy instance 1
Insurance contract or identification numberQK63096
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517820-000
Policy instance 2
Insurance contract or identification number517820-000
Number of Individuals Covered77
Insurance policy start date2021-08-09
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63096
Policy instance 1
Insurance contract or identification numberQK63096
Number of Individuals Covered224
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63096
Policy instance 1
Insurance contract or identification numberQK63096
Number of Individuals Covered380
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63096
Policy instance 1
Insurance contract or identification numberQK63096
Number of Individuals Covered332
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63096
Policy instance 1
Insurance contract or identification numberQK63096
Number of Individuals Covered332
Insurance policy start date2017-10-02
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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