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RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameRICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST
Plan identification number 001

RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

RICHARD A HARRIS CPA PC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD A HARRIS CPA PC
Employer identification number (EIN):840746160
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01JAMIE A. OSBORNE JAMIE A. OSBORNE2019-01-29
0012017-01-01JAMIE A. OSBORNE JAMIE A. OSBORNE2018-02-07
0012016-01-01JAMIE A. OSBORNE JAMIE A. OSBORNE2017-01-06
0012015-01-01JAMIE A. OSBORNE JAMIE A. OSBORNE2016-01-07
0012014-01-01JAMIE A. OSBORNE JAMIE A. OSBORNE2015-01-14
0012013-01-01JAMIE A. OSBORNE JAMIE A. OSBORNE2014-02-03
0012012-01-01JAMIE A. OSBORNE JAMIE A. OSBORNE2013-03-07
0012011-01-01JAMIE A. OSBORNE JAMIE A. OSBORNE2012-01-05
0012010-01-01JAMIE A. OSBORNE JAMIE A. OSBORNE2011-01-28
0012009-01-01JAMIE A. OSBORNE JAMIE A. OSBORNE2010-04-13

Plan Statistics for RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-010
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 participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
2017: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018 : RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$12
Expenses. Total of all expenses incurred2018-12-31$314,556
Benefits paid (including direct rollovers)2018-12-31$312,000
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$314,544
Value of fidelity bond covering the plan2018-12-31$70,000
Other income received2018-12-31$12
Net income (gross income less expenses)2018-12-31$-314,544
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$314,544
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,556
2017 : RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$3,239
Expenses. Total of all expenses incurred2017-12-31$79,058
Benefits paid (including direct rollovers)2017-12-31$8,000
Total plan assets at end of year2017-12-31$314,544
Total plan assets at beginning of year2017-12-31$390,363
Value of fidelity bond covering the plan2017-12-31$70,000
Assets. Value of loans (other than to participants)2017-12-31$50,000
Expenses. Other expenses not covered elsewhere2017-12-31$68,612
Other income received2017-12-31$3,239
Net income (gross income less expenses)2017-12-31$-75,819
Net plan assets at end of year (total assets less liabilities)2017-12-31$314,544
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$390,363
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$68,612
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,446
2016 : RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$10,453
Expenses. Total of all expenses incurred2016-12-31$10,513
Benefits paid (including direct rollovers)2016-12-31$8,000
Total plan assets at end of year2016-12-31$390,363
Total plan assets at beginning of year2016-12-31$390,423
Value of fidelity bond covering the plan2016-12-31$70,000
Assets. Value of loans (other than to participants)2016-12-31$179,713
Other income received2016-12-31$10,453
Net income (gross income less expenses)2016-12-31$-60
Net plan assets at end of year (total assets less liabilities)2016-12-31$390,363
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$390,423
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,513
2015 : RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$51,949
Expenses. Total of all expenses incurred2015-12-31$12,661
Benefits paid (including direct rollovers)2015-12-31$7,000
Total plan assets at end of year2015-12-31$390,423
Total plan assets at beginning of year2015-12-31$351,135
Value of fidelity bond covering the plan2015-12-31$70,000
Assets. Value of loans (other than to participants)2015-12-31$181,458
Expenses. Other expenses not covered elsewhere2015-12-31$257
Other income received2015-12-31$51,949
Net income (gross income less expenses)2015-12-31$39,288
Net plan assets at end of year (total assets less liabilities)2015-12-31$390,423
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$351,135
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,404
2014 : RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$11,963
Expenses. Total of all expenses incurred2014-12-31$11,100
Benefits paid (including direct rollovers)2014-12-31$7,000
Total plan assets at end of year2014-12-31$351,135
Total plan assets at beginning of year2014-12-31$350,272
Value of fidelity bond covering the plan2014-12-31$70,000
Assets. Value of loans (other than to participants)2014-12-31$186,092
Other income received2014-12-31$11,963
Net income (gross income less expenses)2014-12-31$863
Net plan assets at end of year (total assets less liabilities)2014-12-31$351,135
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$350,272
Assets. Value of assets in partnership/joint-venture interests2014-12-31$54,131
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,100
2013 : RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$8,762
Expenses. Total of all expenses incurred2013-12-31$10,338
Benefits paid (including direct rollovers)2013-12-31$7,000
Total plan assets at end of year2013-12-31$350,272
Total plan assets at beginning of year2013-12-31$351,848
Value of fidelity bond covering the plan2013-12-31$70,000
Assets. Value of loans (other than to participants)2013-12-31$192,299
Other income received2013-12-31$8,762
Net income (gross income less expenses)2013-12-31$-1,576
Net plan assets at end of year (total assets less liabilities)2013-12-31$350,272
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$351,848
Assets. Value of assets in partnership/joint-venture interests2013-12-31$55,074
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,338
2012 : RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$15,571
Expenses. Total of all expenses incurred2012-12-31$13,930
Benefits paid (including direct rollovers)2012-12-31$9,500
Total plan assets at end of year2012-12-31$351,848
Total plan assets at beginning of year2012-12-31$350,207
Value of fidelity bond covering the plan2012-12-31$70,000
Assets. Value of loans (other than to participants)2012-12-31$130,743
Other income received2012-12-31$15,571
Net income (gross income less expenses)2012-12-31$1,641
Net plan assets at end of year (total assets less liabilities)2012-12-31$351,848
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$350,207
Assets. Value of assets in partnership/joint-venture interests2012-12-31$73,391
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,430
2011 : RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$12,327
Expenses. Total of all expenses incurred2011-12-31$9,495
Benefits paid (including direct rollovers)2011-12-31$6,400
Total plan assets at end of year2011-12-31$350,207
Total plan assets at beginning of year2011-12-31$347,375
Value of fidelity bond covering the plan2011-12-31$70,000
Assets. Value of loans (other than to participants)2011-12-31$171,637
Other income received2011-12-31$12,327
Net income (gross income less expenses)2011-12-31$2,832
Net plan assets at end of year (total assets less liabilities)2011-12-31$350,207
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$347,375
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,095
2010 : RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$16,140
Expenses. Total of all expenses incurred2010-12-31$8,229
Benefits paid (including direct rollovers)2010-12-31$6,100
Total plan assets at end of year2010-12-31$347,375
Total plan assets at beginning of year2010-12-31$339,464
Value of fidelity bond covering the plan2010-12-31$70,000
Assets. Value of loans (other than to participants)2010-12-31$171,637
Other income received2010-12-31$16,140
Net income (gross income less expenses)2010-12-31$7,911
Net plan assets at end of year (total assets less liabilities)2010-12-31$347,375
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$339,464
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,129

Form 5500 Responses for RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST

2018: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RICHARD A HARRIS PC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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