401k Plan data: PATTERSON & HARMON, P.A. 401(K) PLAN plan

PATTERSON & HARMON, P.A. 401(K) PLAN 401k Plan overview

Plan Name	PATTERSON & HARMON, P.A. 401(K) PLAN
Plan identification number	001

PATTERSON & HARMON, P.A. 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PATTERSON & HARMON, P.A. has sponsored the creation of one or more 401k plans.

Company Name: PATTERSON & HARMON, P.A.

Employer identification number (EIN): 591546283

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about PATTERSON & HARMON, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1974-08-06

Company Identification Number: 459265

Legal Registered Office Address: 4701 N FED HWY 480

POMPANO BEACH

33064

More information about PATTERSON & HARMON, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATTERSON & HARMON, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BLAKE HARMON 2023-07-30
001 2021-01-01 BLAKE M HARMON 2022-07-29 BLAKE M HARMON 2022-07-29
001 2020-01-01 BLAKE HARMON 2021-07-30 BLAKE HARMON 2021-07-30
001 2019-01-01 BLAKE M HARMON 2020-07-29
001 2018-01-01 BLAKE HARMON 2020-08-27
001 2017-01-01 BLAKE M HARMON 2018-07-31
001 2016-01-01 BLAKE HARMON 2017-07-31 BLAKE HARMON 2017-07-31
001 2015-01-01 BLAKE HARMON BLAKE HARMON 2016-07-31
001 2014-01-01 BLAKE HARMON
001 2013-01-01 BLAKE HARMON
001 2012-01-01 BLAKE HARMON BLAKE HARMON 2013-10-15
001 2011-01-01 BLAKE HARMON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BLAKE HARMON	2023-07-30
001	2021-01-01	BLAKE M HARMON	2022-07-29	BLAKE M HARMON	2022-07-29
001	2020-01-01	BLAKE HARMON	2021-07-30	BLAKE HARMON	2021-07-30
001	2019-01-01	BLAKE M HARMON	2020-07-29
001	2018-01-01	BLAKE HARMON	2020-08-27
001	2017-01-01	BLAKE M HARMON	2018-07-31
001	2016-01-01	BLAKE HARMON	2017-07-31	BLAKE HARMON	2017-07-31
001	2015-01-01	BLAKE HARMON		BLAKE HARMON	2016-07-31
001	2014-01-01	BLAKE HARMON
001	2013-01-01	BLAKE HARMON
001	2012-01-01	BLAKE HARMON		BLAKE HARMON	2013-10-15
001	2011-01-01	BLAKE HARMON

Plan Statistics for PATTERSON & HARMON, P.A. 401(K) PLAN

401k plan membership statisitcs for PATTERSON & HARMON, P.A. 401(K) PLAN

Measure Date Value
2015: PATTERSON & HARMON, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PATTERSON & HARMON, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PATTERSON & HARMON, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PATTERSON & HARMON, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PATTERSON & HARMON, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: PATTERSON & HARMON, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PATTERSON & HARMON, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PATTERSON & HARMON, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PATTERSON & HARMON, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PATTERSON & HARMON, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on PATTERSON & HARMON, P.A. 401(K) PLAN

Measure	Date	Value
2015 : PATTERSON & HARMON, P.A. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$11,432
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$396,348
Total plan assets at beginning of year	2015-12-31	$384,916
Total contributions received or receivable from participants	2015-12-31	$11,400
Other income received	2015-12-31	$-3,766
Net income (gross income less expenses)	2015-12-31	$11,432
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$396,348
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$384,916
Total contributions received or receivable from employer(s)	2015-12-31	$3,798
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PATTERSON & HARMON, P.A. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$45,307
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$384,916
Total plan assets at beginning of year	2014-12-31	$339,609
Total contributions received or receivable from participants	2014-12-31	$21,525
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	$18,891
Net income (gross income less expenses)	2014-12-31	$45,307
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$384,916
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$339,609
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$4,891
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : PATTERSON & HARMON, P.A. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$54,717
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$339,609
Total plan assets at beginning of year	2013-12-31	$284,892
Total contributions received or receivable from participants	2013-12-31	$12,750
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	$37,118
Net income (gross income less expenses)	2013-12-31	$54,717
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$339,609
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$284,892
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$4,849
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : PATTERSON & HARMON, P.A. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$43,742
Expenses. Total of all expenses incurred	2012-12-31	$632
Benefits paid (including direct rollovers)	2012-12-31	$632
Total plan assets at end of year	2012-12-31	$284,892
Total plan assets at beginning of year	2012-12-31	$241,782
Total contributions received or receivable from participants	2012-12-31	$16,175
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$23,679
Net income (gross income less expenses)	2012-12-31	$43,110
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$284,892
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$241,782
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$3,888
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
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	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : PATTERSON & HARMON, P.A. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$21,331
Expenses. Total of all expenses incurred	2011-12-31	$26,723
Benefits paid (including direct rollovers)	2011-12-31	$26,723
Total plan assets at end of year	2011-12-31	$241,782
Total plan assets at beginning of year	2011-12-31	$247,174
Total contributions received or receivable from participants	2011-12-31	$18,400
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-872
Net income (gross income less expenses)	2011-12-31	$-5,392
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$241,782
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$247,174
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$3,803
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
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	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : PATTERSON & HARMON, P.A. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$34,821
Expenses. Total of all expenses incurred	2010-12-31	$264,132
Benefits paid (including direct rollovers)	2010-12-31	$264,132
Total plan assets at end of year	2010-12-31	$247,174
Total plan assets at beginning of year	2010-12-31	$476,484
Total contributions received or receivable from participants	2010-12-31	$12,390
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$18,835
Net income (gross income less expenses)	2010-12-31	$-229,311
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$247,174
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$476,484
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$3,596
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
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	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for PATTERSON & HARMON, P.A. 401(K) PLAN

2015: PATTERSON & HARMON, P.A. 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PATTERSON & HARMON, P.A. 401(K) 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: PATTERSON & HARMON, P.A. 401(K) 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: PATTERSON & HARMON, P.A. 401(K) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PATTERSON & HARMON, P.A. 401(K) 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PATTERSON & HARMON, P.A.
Employer identification number (EIN):	591546283
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1974-08-06
Company Identification Number:	459265
Legal Registered Office Address:	4701 N FED HWY 480 POMPANO BEACH 33064