401k Plan data: DAVID W HARBY PROFIT SHARING PLAN plan

DAVID W HARBY PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID W HARBY PROFIT SHARING PLAN
Plan identification number	001

DAVID W HARBY PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Profit-sharing 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

DAVID W HARBY has sponsored the creation of one or more 401k plans.

Company Name: DAVID W HARBY

Employer identification number (EIN): 371183376

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W HARBY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID HARBY 2024-07-01 DAVID HARBY 2024-07-01
001 2022-01-01 DAVID HARBY 2023-07-16
001 2018-01-01 DAVID HARBY 2019-07-22 DAVID HARBY 2019-07-22
001 2017-01-01 DAVID HARBY 2018-07-21 DAVID HARBY 2018-07-21
001 2016-01-01 DAVID HARBY 2017-06-29 DAVID HARBY 2017-06-29
001 2015-01-01 DAVID HARBY 2016-07-25 DAVID HARBY 2016-07-25
001 2014-01-01 DAVID HARBY
001 2013-01-01 DAVID HARBY
001 2012-01-01 DAVID HARBY
001 2011-01-01 DAVID HARBY
001 2010-01-01 DAVID HARBY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DAVID HARBY	2024-07-01	DAVID HARBY	2024-07-01
001	2022-01-01	DAVID HARBY	2023-07-16
001	2018-01-01	DAVID HARBY	2019-07-22	DAVID HARBY	2019-07-22
001	2017-01-01	DAVID HARBY	2018-07-21	DAVID HARBY	2018-07-21
001	2016-01-01	DAVID HARBY	2017-06-29	DAVID HARBY	2017-06-29
001	2015-01-01	DAVID HARBY	2016-07-25	DAVID HARBY	2016-07-25
001	2014-01-01	DAVID HARBY
001	2013-01-01	DAVID HARBY
001	2012-01-01	DAVID HARBY
001	2011-01-01	DAVID HARBY
001	2010-01-01	DAVID HARBY

Financial Data on DAVID W HARBY PROFIT SHARING PLAN

Measure	Date	Value
2024 : DAVID W HARBY PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-01	-142079
Total liabilities as of the end of the plan year	2024-07-01	0
Total liabilities as of the beginning of the plan year	2024-07-01	0
Total expenses incurred by plan in this plan year	2024-07-01	2143
Net assets as of the end of the plan year	2024-07-01	0
Total assets as of the beginning of the plan year	2024-07-01	126211
Other income to plan in this plan year	2024-07-01	15874
Plan net income in this plan year	2024-07-01	15868
Net assets as of the end of the plan year	2024-07-01	0
Net assets as of the beginning of the plan year	2024-07-01	126211
Employer contributions to plan in this plan year	2024-07-01	2137
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-01	2143
2014 : DAVID W HARBY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$45,220
Expenses. Total of all expenses incurred	2014-12-31	$6,567
Total plan assets at end of year	2014-12-31	$463,412
Total plan assets at beginning of year	2014-12-31	$424,759
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$12,480
Other income received	2014-12-31	$32,740
Net income (gross income less expenses)	2014-12-31	$38,653
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$463,412
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$424,759
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,567
2013 : DAVID W HARBY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$92,120
Expenses. Total of all expenses incurred	2013-12-31	$4,201
Total plan assets at end of year	2013-12-31	$424,759
Total plan assets at beginning of year	2013-12-31	$336,840
Total contributions received or receivable from participants	2013-12-31	$1,091
Other income received	2013-12-31	$78,759
Net income (gross income less expenses)	2013-12-31	$87,919
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$424,759
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$336,840
Total contributions received or receivable from employer(s)	2013-12-31	$12,270
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$1,091
Amount contributed by the employer to the plan for this plan year	2013-12-31	$1,091
2012 : DAVID W HARBY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$48,476
Expenses. Total of all expenses incurred	2012-12-31	$754
Total plan assets at end of year	2012-12-31	$336,840
Total plan assets at beginning of year	2012-12-31	$289,118
Other income received	2012-12-31	$36,650
Net income (gross income less expenses)	2012-12-31	$47,722
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$336,840
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$289,118
Total contributions received or receivable from employer(s)	2012-12-31	$11,826
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$754
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$11,826
Amount contributed by the employer to the plan for this plan year	2012-12-31	$11,826
2011 : DAVID W HARBY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$12,714
Expenses. Total of all expenses incurred	2011-12-31	$731
Total plan assets at end of year	2011-12-31	$289,118
Total plan assets at beginning of year	2011-12-31	$277,135
Other income received	2011-12-31	$1,074
Net income (gross income less expenses)	2011-12-31	$11,983
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$289,118
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$277,135
Total contributions received or receivable from employer(s)	2011-12-31	$11,640
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$731
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$11,640
Amount contributed by the employer to the plan for this plan year	2011-12-31	$11,640
2010 : DAVID W HARBY PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-32,243
Total income from all sources	2010-12-31	$49,772
Expenses. Total of all expenses incurred	2010-12-31	$842
Total plan assets at end of year	2010-12-31	$277,135
Total plan assets at beginning of year	2010-12-31	$260,448
Other income received	2010-12-31	$38,299
Net income (gross income less expenses)	2010-12-31	$48,930
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$277,135
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$260,448
Total contributions received or receivable from employer(s)	2010-12-31	$11,473
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$842
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$11,473
Amount contributed by the employer to the plan for this plan year	2010-12-31	$11,473

Form 5500 Responses for DAVID W HARBY PROFIT SHARING PLAN

2014: DAVID W HARBY PROFIT SHARING 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID W HARBY PROFIT SHARING 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID W HARBY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID W HARBY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DAVID W HARBY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID W HARBY
Employer identification number (EIN):	371183376
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages