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Plan Name | HARRELL & ASSOCIATES PROFIT SHARING PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HARRELL & ASSOCIATES |
Employer identification number (EIN): | 330785059 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2009-01-01 | ALICIA FITZMORRIS | |||
003 | 2009-01-01 | ALICIA FITZMORRIS |
Measure | Date | Value |
---|---|---|
2009: HARRELL & ASSOCIATES PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2010 : HARRELL & ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $-252,734 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,063,574 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,063,574 |
Total plan assets at end of year | 2010-12-31 | $0 |
Total plan assets at beginning of year | 2010-12-31 | $1,316,308 |
Other income received | 2010-12-31 | $-315,234 |
Net income (gross income less expenses) | 2010-12-31 | $-1,316,308 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,316,308 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $62,500 |
2009 : HARRELL & ASSOCIATES PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2009: HARRELL & ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |