HARRIS AND GRAVES P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2017: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
Total of all active and inactive participants | 2017-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 26 |
Number of participants with account balances | 2017-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
Total of all active and inactive participants | 2016-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 27 |
Number of participants with account balances | 2016-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 27 |
Number of participants with account balances | 2015-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 27 |
Number of participants with account balances | 2014-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 27 |
Number of participants with account balances | 2013-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 29 |
Number of participants with account balances | 2012-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 29 |
Number of participants with account balances | 2011-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
Total of all active and inactive participants | 2010-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 28 |
Number of participants with account balances | 2010-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
Measure | Date | Value |
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2017 : HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $482,627 |
Expenses. Total of all expenses incurred | 2017-12-31 | $72,571 |
Benefits paid (including direct rollovers) | 2017-12-31 | $67,150 |
Total plan assets at end of year | 2017-12-31 | $3,015,563 |
Total plan assets at beginning of year | 2017-12-31 | $2,605,507 |
Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $80,601 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $389,799 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $410,056 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,015,563 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,605,507 |
Assets. Value of participant loans | 2017-12-31 | $88,241 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $12,227 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $4,721 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $700 |
2016 : HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $334,409 |
Expenses. Total of all expenses incurred | 2016-12-31 | $21,909 |
Benefits paid (including direct rollovers) | 2016-12-31 | $20,777 |
Total plan assets at end of year | 2016-12-31 | $2,605,507 |
Total plan assets at beginning of year | 2016-12-31 | $2,293,007 |
Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
Total contributions received or receivable from participants | 2016-12-31 | $74,511 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $20,146 |
Other income received | 2016-12-31 | $221,931 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $312,500 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,605,507 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,293,007 |
Assets. Value of participant loans | 2016-12-31 | $38,353 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $17,821 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $807 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $325 |
2015 : HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $62,860 |
Expenses. Total of all expenses incurred | 2015-12-31 | $719,750 |
Benefits paid (including direct rollovers) | 2015-12-31 | $719,575 |
Total plan assets at end of year | 2015-12-31 | $2,293,007 |
Total plan assets at beginning of year | 2015-12-31 | $2,949,897 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $72,059 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-27,584 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-656,890 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,293,007 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,949,897 |
Assets. Value of participant loans | 2015-12-31 | $61,124 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $18,385 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $175 |
2014 : HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $245,945 |
Expenses. Total of all expenses incurred | 2014-12-31 | $224,573 |
Benefits paid (including direct rollovers) | 2014-12-31 | $224,148 |
Total plan assets at end of year | 2014-12-31 | $2,949,897 |
Total plan assets at beginning of year | 2014-12-31 | $2,928,525 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $78,838 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $145,276 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $21,372 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,949,897 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,928,525 |
Assets. Value of participant loans | 2014-12-31 | $79,089 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $21,831 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $425 |
2013 : HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $451,890 |
Expenses. Total of all expenses incurred | 2013-12-31 | $21,725 |
Benefits paid (including direct rollovers) | 2013-12-31 | $21,525 |
Total plan assets at end of year | 2013-12-31 | $2,928,525 |
Total plan assets at beginning of year | 2013-12-31 | $2,498,360 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $81,350 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $328,785 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $430,165 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,928,525 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,498,360 |
Assets. Value of participant loans | 2013-12-31 | $97,037 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $41,755 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $200 |
2012 : HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $404,998 |
Expenses. Total of all expenses incurred | 2012-12-31 | $89,743 |
Benefits paid (including direct rollovers) | 2012-12-31 | $88,817 |
Total plan assets at end of year | 2012-12-31 | $2,498,360 |
Total plan assets at beginning of year | 2012-12-31 | $2,183,105 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $102,512 |
Other income received | 2012-12-31 | $255,944 |
Net income (gross income less expenses) | 2012-12-31 | $315,255 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,498,360 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,183,105 |
Assets. Value of participant loans | 2012-12-31 | $99,226 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $46,542 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $926 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $117,204 |
Expenses. Total of all expenses incurred | 2011-12-31 | $66,925 |
Benefits paid (including direct rollovers) | 2011-12-31 | $66,700 |
Total plan assets at end of year | 2011-12-31 | $2,183,105 |
Total plan assets at beginning of year | 2011-12-31 | $2,132,826 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $106,665 |
Other income received | 2011-12-31 | $-34,429 |
Net income (gross income less expenses) | 2011-12-31 | $50,279 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,183,105 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,132,826 |
Assets. Value of participant loans | 2011-12-31 | $6,817 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $44,968 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $225 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $432,079 |
Expenses. Total of all expenses incurred | 2010-12-31 | $38,448 |
Benefits paid (including direct rollovers) | 2010-12-31 | $37,642 |
Total plan assets at end of year | 2010-12-31 | $2,132,826 |
Total plan assets at beginning of year | 2010-12-31 | $1,739,195 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $101,464 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $13,682 |
Other income received | 2010-12-31 | $272,680 |
Net income (gross income less expenses) | 2010-12-31 | $393,631 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,132,826 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,739,195 |
Assets. Value of participant loans | 2010-12-31 | $13,208 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $44,253 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $806 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2017: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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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 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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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: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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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: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HARRIS & GRAVES P.A. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |