401k Plan data: DR. WILLIAM L. HARRISION RETIREMENT PLAN plan

DR. WILLIAM L. HARRISION RETIREMENT PLAN 401k Plan overview

Plan Name	DR. WILLIAM L. HARRISION RETIREMENT PLAN
Plan identification number	001

DR. WILLIAM L. HARRISION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIAM L. HARRISION has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM L. HARRISION

Employer identification number (EIN): 870489203

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. WILLIAM L. HARRISION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 JOSEPH OLSON 2021-09-07
001 2020-01-01 JOSEPH OLSON 2021-06-07
001 2019-01-01
001 2018-01-01 JOSEPH OLSON
001 2017-01-01 WILLIAM HARRISON
001 2016-01-01 WILLIAM HARRISON
001 2015-01-01 WILLIAM L HARRISON WILLIAM L HARRISON 2016-05-27
001 2014-01-01 WILLIAM HARRISON WILLIAM HARRISON 2015-05-14
001 2013-01-01 WILLIAM HARRISON WILLIAM HARRISON 2014-06-09
001 2012-01-01 WILLIAM HARRISON WILLIAM HARRISON 2013-05-21
001 2011-01-01 WILLIAM HARRISON WILLIAM HARRISON 2012-06-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	JOSEPH OLSON	2021-09-07
001	2020-01-01	JOSEPH OLSON	2021-06-07
001	2019-01-01
001	2018-01-01	JOSEPH OLSON
001	2017-01-01	WILLIAM HARRISON
001	2016-01-01	WILLIAM HARRISON
001	2015-01-01	WILLIAM L HARRISON		WILLIAM L HARRISON	2016-05-27
001	2014-01-01	WILLIAM HARRISON		WILLIAM HARRISON	2015-05-14
001	2013-01-01	WILLIAM HARRISON		WILLIAM HARRISON	2014-06-09
001	2012-01-01	WILLIAM HARRISON		WILLIAM HARRISON	2013-05-21
001	2011-01-01	WILLIAM HARRISON		WILLIAM HARRISON	2012-06-04

Financial Data on DR. WILLIAM L. HARRISION RETIREMENT PLAN

Measure	Date	Value
2019 : DR. WILLIAM L. HARRISION RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$60,090
Expenses. Total of all expenses incurred	2019-12-31	$787,703
Benefits paid (including direct rollovers)	2019-12-31	$787,598
Total plan assets at end of year	2019-12-31	$21,592
Total plan assets at beginning of year	2019-12-31	$749,205
Value of fidelity bond covering the plan	2019-12-31	$125,000
Total contributions received or receivable from participants	2019-12-31	$3,438
Other income received	2019-12-31	$54,656
Net income (gross income less expenses)	2019-12-31	$-727,613
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$21,592
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$749,205
Total contributions received or receivable from employer(s)	2019-12-31	$1,996
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : DR. WILLIAM L. HARRISION RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-49,894
Expenses. Total of all expenses incurred	2018-12-31	$419,090
Benefits paid (including direct rollovers)	2018-12-31	$412,119
Total plan assets at end of year	2018-12-31	$749,205
Total plan assets at beginning of year	2018-12-31	$1,218,189
Value of fidelity bond covering the plan	2018-12-31	$125,000
Total contributions received or receivable from participants	2018-12-31	$38,580
Expenses. Other expenses not covered elsewhere	2018-12-31	$6,971
Other income received	2018-12-31	$-91,819
Net income (gross income less expenses)	2018-12-31	$-468,984
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$749,205
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,218,189
Total contributions received or receivable from employer(s)	2018-12-31	$3,345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : DR. WILLIAM L. HARRISION RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$200,160
Expenses. Total of all expenses incurred	2017-12-31	$88,744
Benefits paid (including direct rollovers)	2017-12-31	$82,204
Total plan assets at end of year	2017-12-31	$1,218,189
Total plan assets at beginning of year	2017-12-31	$1,106,773
Value of fidelity bond covering the plan	2017-12-31	$125,000
Total contributions received or receivable from participants	2017-12-31	$49,920
Other income received	2017-12-31	$146,647
Net income (gross income less expenses)	2017-12-31	$111,416
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,218,189
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,106,773
Total contributions received or receivable from employer(s)	2017-12-31	$3,593
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$6,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : DR. WILLIAM L. HARRISION RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$132,820
Expenses. Total of all expenses incurred	2016-12-31	$2,822
Total plan assets at end of year	2016-12-31	$1,106,773
Total plan assets at beginning of year	2016-12-31	$976,775
Value of fidelity bond covering the plan	2016-12-31	$115,000
Total contributions received or receivable from participants	2016-12-31	$48,269
Contributions received from other sources (not participants or employers)	2016-12-31	$24,445
Other income received	2016-12-31	$55,984
Net income (gross income less expenses)	2016-12-31	$129,998
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,106,773
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$976,775
Total contributions received or receivable from employer(s)	2016-12-31	$4,122
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,822
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : DR. WILLIAM L. HARRISION RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$7,343
Expenses. Total of all expenses incurred	2015-12-31	$74
Total plan assets at end of year	2015-12-31	$976,775
Total plan assets at beginning of year	2015-12-31	$969,506
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$48,160
Other income received	2015-12-31	$-44,666
Net income (gross income less expenses)	2015-12-31	$7,269
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$976,775
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$969,506
Total contributions received or receivable from employer(s)	2015-12-31	$3,849
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$74
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DR. WILLIAM L. HARRISION RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$78,024
Expenses. Total of all expenses incurred	2014-12-31	$35
Total plan assets at end of year	2014-12-31	$969,506
Total plan assets at beginning of year	2014-12-31	$891,517
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$46,160
Other income received	2014-12-31	$28,055
Net income (gross income less expenses)	2014-12-31	$77,989
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$969,506
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$891,517
Total contributions received or receivable from employer(s)	2014-12-31	$3,809
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$35
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DR. WILLIAM L. HARRISION RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$214,792
Expenses. Total of all expenses incurred	2013-12-31	$35
Total plan assets at end of year	2013-12-31	$891,517
Total plan assets at beginning of year	2013-12-31	$676,760
Value of fidelity bond covering the plan	2013-12-31	$90,000
Total contributions received or receivable from participants	2013-12-31	$46,160
Other income received	2013-12-31	$164,827
Net income (gross income less expenses)	2013-12-31	$214,757
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$891,517
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$676,760
Total contributions received or receivable from employer(s)	2013-12-31	$3,805
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$35
2012 : DR. WILLIAM L. HARRISION RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$107,243
Expenses. Total of all expenses incurred	2012-12-31	$35
Total plan assets at end of year	2012-12-31	$676,760
Total plan assets at beginning of year	2012-12-31	$569,552
Value of fidelity bond covering the plan	2012-12-31	$70,000
Total contributions received or receivable from participants	2012-12-31	$29,750
Other income received	2012-12-31	$74,234
Net income (gross income less expenses)	2012-12-31	$107,208
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$676,760
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$569,552
Total contributions received or receivable from employer(s)	2012-12-31	$3,259
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$35
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DR. WILLIAM L. HARRISION RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$30,263
Expenses. Total of all expenses incurred	2011-12-31	$35
Total plan assets at end of year	2011-12-31	$569,552
Total plan assets at beginning of year	2011-12-31	$539,324
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$46,160
Other income received	2011-12-31	$-19,474
Net income (gross income less expenses)	2011-12-31	$30,228
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$569,552
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$539,324
Total contributions received or receivable from employer(s)	2011-12-31	$3,577
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$35
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for DR. WILLIAM L. HARRISION RETIREMENT PLAN

2019: DR. WILLIAM L. HARRISION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DR. WILLIAM L. HARRISION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DR. WILLIAM L. HARRISION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DR. WILLIAM L. HARRISION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DR. WILLIAM L. HARRISION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DR. WILLIAM L. HARRISION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DR. WILLIAM L. HARRISION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DR. WILLIAM L. HARRISION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DR. WILLIAM L. HARRISION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	786-80017
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E1837403
Policy instance	2
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	786-80017
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	SEVERAL
Policy instance	2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	210096825
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	210096825
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	210096825
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	210096825
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	210096825
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number	210096825
Policy instance	1

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Company Name:	WILLIAM L. HARRISION
Employer identification number (EIN):	870489203
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists