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SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN
Plan identification number 002

SHARE & HARRIS LLC 401(K) PROFIT SHARING 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.
  • 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

SHARE & HARRIS LLC has sponsored the creation of one or more 401k plans.

Company Name:SHARE & HARRIS LLC
Employer identification number (EIN):223476477
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01WILLIAM HARRIS2023-05-23 WILLIAM HARRIS2023-05-23
0022021-01-01WILLIAM HARRIS2022-07-25 WILLIAM HARRIS2022-07-25
0022020-01-01WILLIAM HARRIS2021-05-06 WILLIAM HARRIS2021-05-06
0022019-01-01WILLIAM HARRIS2020-03-07 WILLIAM HARRIS2020-03-07
0022019-01-01WILLIAM HARRIS2020-03-07 WILLIAM HARRIS2020-03-07
0022019-01-01WILLIAM HARRIS2020-02-11 WILLIAM HARRIS2020-02-11
0022018-01-01WILLIAM HARRIS2019-10-02 WILLIAM HARRIS2019-10-02

Plan Statistics for SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018
Number of participants with account balances2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$117,420
Expenses. Total of all expenses incurred2022-12-31$18,485
Benefits paid (including direct rollovers)2022-12-31$18,485
Total plan assets at end of year2022-12-31$1,020,182
Total plan assets at beginning of year2022-12-31$921,247
Value of fidelity bond covering the plan2022-12-31$20,000
Total contributions received or receivable from participants2022-12-31$131,782
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-57,277
Net income (gross income less expenses)2022-12-31$98,935
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,020,182
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$921,247
Total contributions received or receivable from employer(s)2022-12-31$42,915
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$307,412
Expenses. Total of all expenses incurred2021-12-31$16,946
Benefits paid (including direct rollovers)2021-12-31$16,946
Total plan assets at end of year2021-12-31$921,247
Total plan assets at beginning of year2021-12-31$630,781
Value of fidelity bond covering the plan2021-12-31$20,000
Total contributions received or receivable from participants2021-12-31$125,093
Other income received2021-12-31$145,370
Net income (gross income less expenses)2021-12-31$290,466
Net plan assets at end of year (total assets less liabilities)2021-12-31$921,247
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$630,781
Total contributions received or receivable from employer(s)2021-12-31$36,949
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$241,702
Expenses. Total of all expenses incurred2020-12-31$21,000
Benefits paid (including direct rollovers)2020-12-31$21,000
Total plan assets at end of year2020-12-31$630,781
Total plan assets at beginning of year2020-12-31$410,079
Value of fidelity bond covering the plan2020-12-31$20,000
Total contributions received or receivable from participants2020-12-31$134,455
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$64,504
Net income (gross income less expenses)2020-12-31$220,702
Net plan assets at end of year (total assets less liabilities)2020-12-31$630,781
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$410,079
Total contributions received or receivable from employer(s)2020-12-31$42,743
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$232,972
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$410,079
Total plan assets at beginning of year2019-12-31$177,107
Value of fidelity bond covering the plan2019-12-31$20,000
Total contributions received or receivable from participants2019-12-31$120,706
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$47,577
Net income (gross income less expenses)2019-12-31$232,972
Net plan assets at end of year (total assets less liabilities)2019-12-31$410,079
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$177,107
Total contributions received or receivable from employer(s)2019-12-31$64,689
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$177,107
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$177,107
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$114,935
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$3,317
Other income received2018-12-31$-5,233
Net income (gross income less expenses)2018-12-31$177,107
Net plan assets at end of year (total assets less liabilities)2018-12-31$177,107
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$64,088
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0

Form 5500 Responses for SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN

2022: SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHARE & HARRIS LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number133934
Policy instance 1
Insurance contract or identification number133934
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,671
Total amount of fees paid to insurance companyUSD $468
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,671
Insurance broker organization code?3
Amount paid for insurance broker fees468
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number133934
Policy instance 1
Insurance contract or identification number133934
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,795
Total amount of fees paid to insurance companyUSD $380
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,795
Insurance broker organization code?3
Amount paid for insurance broker fees380
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number133934
Policy instance 1
Insurance contract or identification number133934
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,160
Total amount of fees paid to insurance companyUSD $216
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,160
Insurance broker organization code?3
Amount paid for insurance broker fees216
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number133934
Policy instance 1
Insurance contract or identification number133934
Number of Individuals Covered8
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,120
Total amount of fees paid to insurance companyUSD $403
Commission paid to Insurance BrokerUSD $1,120
Insurance broker organization code?3
Amount paid for insurance broker fees403
Additional information about fees paid to insurance brokerTPA COMPENSATION

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