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Plan Name | HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HARRIS & ASSOCIATES, P.C. |
Employer identification number (EIN): | 381882127 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about HARRIS & ASSOCIATES, P.C.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1996-04-17 |
Company Identification Number: | 19961053121 |
Legal Registered Office Address: |
4101 E. Wesley Ave. Suite 5 Denver United States of America (USA) 80222 |
More information about HARRIS & ASSOCIATES, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2019-01-01 | ||||
001 | 2018-01-01 | RICHARD DUNNING | RICHARD DUNNING | 2019-07-17 | |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ANTHONY F. HARRIS | 2018-11-19 | ||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | ANTHONY F. HARRIS, M.D. | ANTHONY F. HARRIS, M.D. | 2013-09-26 | |
001 | 2011-01-01 | ANTHONY F. HARRIS, M.D. | ANTHONY F. HARRIS, M.D. | 2012-11-30 | |
001 | 2010-01-01 | ANTHONY F. HARRIS, M.D. | ANTHONY F. HARRIS, M.D. | 2011-10-17 | |
001 | 2009-01-01 | ANTHONY F. HARRIS, M.D. | ANTHONY F. HARRIS, M.D. | 2010-10-12 |
Measure | Date | Value |
---|---|---|
2019: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
2016: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 3 |
Number of participants with account balances | 2014-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING 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 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3 |
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 |
2010: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2010-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 3 |
Number of participants with account balances | 2010-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $36,101 |
Expenses. Total of all expenses incurred | 2019-12-31 | $47,361 |
Benefits paid (including direct rollovers) | 2019-12-31 | $47,336 |
Total plan assets at end of year | 2019-12-31 | $1,188,251 |
Total plan assets at beginning of year | 2019-12-31 | $1,199,511 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $25 |
Other income received | 2019-12-31 | $16,101 |
Net income (gross income less expenses) | 2019-12-31 | $-11,260 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,188,251 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,199,511 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $196,595 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $20,000 |
2018 : HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $-49,514 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $1,199,511 |
Total plan assets at beginning of year | 2018-12-31 | $1,249,025 |
Other income received | 2018-12-31 | $-49,514 |
Net income (gross income less expenses) | 2018-12-31 | $-49,514 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,199,511 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,249,025 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $196,595 |
2016 : HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $-21,496 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $1,294,816 |
Total plan assets at beginning of year | 2016-12-31 | $1,316,312 |
Other income received | 2016-12-31 | $-21,496 |
Net income (gross income less expenses) | 2016-12-31 | $-21,496 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,294,816 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,316,312 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $233,507 |
2015 : HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $-8,302 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $1,316,312 |
Total plan assets at beginning of year | 2015-12-31 | $1,324,614 |
Other income received | 2015-12-31 | $-14,302 |
Net income (gross income less expenses) | 2015-12-31 | $-8,302 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,316,312 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,324,614 |
Assets. Value of participant loans | 2015-12-31 | $4,800 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $233,507 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $6,000 |
2014 : HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $37,674 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $1,324,614 |
Total plan assets at beginning of year | 2014-12-31 | $1,286,940 |
Other income received | 2014-12-31 | $34,292 |
Net income (gross income less expenses) | 2014-12-31 | $37,674 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,324,614 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,286,940 |
Assets. Value of participant loans | 2014-12-31 | $6,000 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $213,403 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $3,382 |
2013 : HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $118,027 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $1,286,940 |
Total plan assets at beginning of year | 2013-12-31 | $1,168,913 |
Total contributions received or receivable from participants | 2013-12-31 | $47,294 |
Other income received | 2013-12-31 | $70,733 |
Net income (gross income less expenses) | 2013-12-31 | $118,027 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,286,940 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,168,913 |
2012 : HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $-44,964 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $1,168,913 |
Total plan assets at beginning of year | 2012-12-31 | $1,213,877 |
Other income received | 2012-12-31 | $-92,392 |
Net income (gross income less expenses) | 2012-12-31 | $-44,964 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,168,913 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,213,877 |
Assets. Value of participant loans | 2012-12-31 | $1,950 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $47,428 |
2011 : HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $-446,822 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $1,213,877 |
Total plan assets at beginning of year | 2011-12-31 | $1,660,699 |
Other income received | 2011-12-31 | $-446,822 |
Net income (gross income less expenses) | 2011-12-31 | $-446,822 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,213,877 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,660,699 |
Assets. Value of participant loans | 2011-12-31 | $9,000 |
2010 : HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $29,307 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $1,660,699 |
Total plan assets at beginning of year | 2010-12-31 | $1,631,392 |
Other income received | 2010-12-31 | $-14,693 |
Net income (gross income less expenses) | 2010-12-31 | $29,307 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,660,699 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,631,392 |
Assets. Value of participant loans | 2010-12-31 | $9,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $44,000 |
2019: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
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 | This return/report is a short plan year return/report (less than 12 months) | 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 & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
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 & ASSOCIATES, P.C. 401(K) PROFIT SHARING 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: HARRIS & ASSOCIATES, P.C. 401(K) 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: HARRIS & ASSOCIATES, P.C. 401(K) 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: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING 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: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING 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 |
2010: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
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 is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HARRIS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |