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HARRIS COUNTY MEDICAL SOCIETY 401(K) PLAN 401k Plan overview

Plan NameHARRIS COUNTY MEDICAL SOCIETY 401(K) PLAN
Plan identification number 003

HARRIS COUNTY MEDICAL SOCIETY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HARRIS COUNTY MEDICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:HARRIS COUNTY MEDICAL SOCIETY
Employer identification number (EIN):741148423
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about HARRIS COUNTY MEDICAL SOCIETY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1950-08-03
Company Identification Number: 0010403801
Legal Registered Office Address: 1515 HERMANN DR

HOUSTON
United States of America (USA)
77004

More information about HARRIS COUNTY MEDICAL SOCIETY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARRIS COUNTY MEDICAL SOCIETY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01RACHEL ZETINO2024-07-22
0032022-01-01RACHEL ZETINO2023-07-11
0032021-01-01SEAN MURPHY2022-07-11
0032020-01-01GREG BERNICA2021-04-28
0032019-01-01GREG BERNICA2020-05-23 GREG BERNICA2020-05-23
0032018-01-01GREG BERNICA2019-05-30 GREG BERNICA2019-05-30
0032017-01-01GREG BERNICA2018-05-14
0032016-01-01ROBERT G BERNICA2017-07-12 ROBERT G BERNICA2017-07-12
0032015-01-01GREG BERNICA2016-07-14 GREG BERNICA2016-07-14
0032014-01-01ROBERT BERNICA2015-07-08
0032013-01-01ROBERT BERNICA2014-07-18
0032012-01-01ROBERT BERNICA2013-07-29
0032011-01-01ROBERT BERNICA2012-07-09
0032010-01-01ROBERT BERNICA2011-07-27

Financial Data on HARRIS COUNTY MEDICAL SOCIETY 401(K) PLAN

Measure Date Value
2025 : HARRIS COUNTY MEDICAL SOCIETY 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-18932360
Net assets as of the end of the plan year2025-07-184909017
Total assets as of the beginning of the plan year2025-07-184891870
Value of plan covered by a fidelity bond2025-07-182000000
Participant contributions to plan in this plan year2025-07-18191422
Other contributions to plan in this plan year2025-07-181943
Other income to plan in this plan year2025-07-18578200
Plan net income in this plan year2025-07-1817147
Net assets as of the end of the plan year2025-07-184909017
Net assets as of the beginning of the plan year2025-07-184891870
Employer contributions to plan in this plan year2025-07-18177942
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1812446
2024 : HARRIS COUNTY MEDICAL SOCIETY 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-22322765
Net assets as of the end of the plan year2024-07-224891870
Total assets as of the beginning of the plan year2024-07-224209718
Value of plan covered by a fidelity bond2024-07-222000000
Participant contributions to plan in this plan year2024-07-22173384
Other income to plan in this plan year2024-07-22702975
Plan net income in this plan year2024-07-22682152
Net assets as of the end of the plan year2024-07-224891870
Net assets as of the beginning of the plan year2024-07-224209718
Employer contributions to plan in this plan year2024-07-22128558
2022 : HARRIS COUNTY MEDICAL SOCIETY 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-07-110
Total expenses incurred by plan in this plan year2022-07-111711408
Net assets as of the end of the plan year2022-07-116591715
Total assets as of the beginning of the plan year2022-07-117319825
Value of plan covered by a fidelity bond2022-07-112000000
Participant contributions to plan in this plan year2022-07-11146760
Other income to plan in this plan year2022-07-11679680
Plan net income in this plan year2022-07-11-728110
Net assets as of the end of the plan year2022-07-116591715
Net assets as of the beginning of the plan year2022-07-117319825
Employer contributions to plan in this plan year2022-07-11156858
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-115808

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