CHARLES E. HARRIS & ASSOCIATES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES E. HARRIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN &TRUST
| Measure | Date | Value |
|---|
| 2025 : CHARLES E. HARRIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN &TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-25 | 228711 |
| Net assets as of the end of the plan year | 2025-04-25 | 1806194 |
| Total assets as of the beginning of the plan year | 2025-04-25 | 1649309 |
| Value of plan covered by a fidelity bond | 2025-04-25 | 181000 |
| Participant contributions to plan in this plan year | 2025-04-25 | 96047 |
| Value of participant loans at end of plan year | 2025-04-25 | 1953 |
| Other income to plan in this plan year | 2025-04-25 | 235485 |
| Plan net income in this plan year | 2025-04-25 | 156885 |
| Net assets as of the end of the plan year | 2025-04-25 | 1806194 |
| Net assets as of the beginning of the plan year | 2025-04-25 | 1649309 |
| Employer contributions to plan in this plan year | 2025-04-25 | 54064 |
| 2024 : CHARLES E. HARRIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN &TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-16 | 15955 |
| Net assets as of the end of the plan year | 2024-09-16 | 1649309 |
| Total assets as of the beginning of the plan year | 2024-09-16 | 1372358 |
| Value of plan covered by a fidelity bond | 2024-09-16 | 165000 |
| Participant contributions to plan in this plan year | 2024-09-16 | 41162 |
| Other income to plan in this plan year | 2024-09-16 | 202412 |
| Plan net income in this plan year | 2024-09-16 | 276951 |
| Net assets as of the end of the plan year | 2024-09-16 | 1649309 |
| Net assets as of the beginning of the plan year | 2024-09-16 | 1372358 |
| Employer contributions to plan in this plan year | 2024-09-16 | 49332 |
| 2022 : CHARLES E. HARRIS & ASSOCIATES, INC. 401K PROFIT SHARING PLAN &TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-04 | 3945 |
| Net assets as of the end of the plan year | 2022-10-04 | 1593676 |
| Total assets as of the beginning of the plan year | 2022-10-04 | 1292632 |
| Value of plan covered by a fidelity bond | 2022-10-04 | 160000 |
| Participant contributions to plan in this plan year | 2022-10-04 | 52122 |
| Other income to plan in this plan year | 2022-10-04 | 215375 |
| Plan net income in this plan year | 2022-10-04 | 301044 |
| Net assets as of the end of the plan year | 2022-10-04 | 1593676 |
| Net assets as of the beginning of the plan year | 2022-10-04 | 1292632 |
| Employer contributions to plan in this plan year | 2022-10-04 | 37492 |
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