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HARWARD & REES PROFIT SHARING PLAN 401k Plan overview

Plan NameHARWARD & REES PROFIT SHARING PLAN
Plan identification number 001

HARWARD & REES 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.
  • 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.
  • 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

HARWARD & REES has sponsored the creation of one or more 401k plans.

Company Name:HARWARD & REES
Employer identification number (EIN):870473737
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARWARD & REES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RACHELLE WILLIAMS2023-07-19
0012021-01-01RACHELLE WILLIAMS2022-07-13
0012020-01-01RACHELLE WILLIAMS2021-07-07
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01RACHELLE WILLIAMS2017-07-17
0012015-01-01RACHELLE WILLIAMS RACHELLE WILLIAMS2016-06-13
0012014-01-01RACHELLE WILLIAMS RACHELLE WILLIAMS2015-04-16
0012013-01-01RACHELLE WILLIAMS RACHELLE WILLIAMS2014-05-27
0012012-01-01RACHELLE WILLIAMS RACHELLE WILLIAMS2013-04-22
0012011-01-01RACHELLE WILLIAMS RACHELLE WILLIAMS2012-05-09
0012010-01-01RACHELLE WILLIAMS RACHELLE WILLIAMS2011-07-07
0012009-01-01RACHELLE WILLIAMS RACHELLE WILLIAMS2010-07-07

Plan Statistics for HARWARD & REES PROFIT SHARING PLAN

401k plan membership statisitcs for HARWARD & REES PROFIT SHARING PLAN

Measure Date Value
2015: HARWARD & REES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Number of participants with account balances2015-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: HARWARD & REES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0121
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0122
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HARWARD & REES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0119
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HARWARD & REES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0120
Number of participants with account balances2012-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HARWARD & REES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0117
Number of participants with account balances2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HARWARD & REES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0121
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0117
Number of participants with account balances2010-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HARWARD & REES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0121
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0121
Number of participants with account balances2009-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on HARWARD & REES PROFIT SHARING PLAN

Measure Date Value
2015 : HARWARD & REES PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$52,497
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$55,294
Expenses. Total of all expenses incurred2015-12-31$58,033
Benefits paid (including direct rollovers)2015-12-31$5,536
Total plan assets at end of year2015-12-31$1,448,299
Total plan assets at beginning of year2015-12-31$1,398,541
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$84,210
Contributions received from other sources (not participants or employers)2015-12-31$26,430
Other income received2015-12-31$-77,977
Net income (gross income less expenses)2015-12-31$-2,739
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,395,802
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,398,541
Assets. Value of participant loans2015-12-31$6,110
Total contributions received or receivable from employer(s)2015-12-31$22,631
Value of corrective distributions2015-12-31$52,497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : HARWARD & REES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$143,561
Expenses. Total of all expenses incurred2014-12-31$9,121
Benefits paid (including direct rollovers)2014-12-31$9,121
Total plan assets at end of year2014-12-31$1,398,541
Total plan assets at beginning of year2014-12-31$1,264,101
Value of fidelity bond covering the plan2014-12-31$140,000
Total contributions received or receivable from participants2014-12-31$2,600
Other income received2014-12-31$73,770
Net income (gross income less expenses)2014-12-31$134,440
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,398,541
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,264,101
Assets. Value of participant loans2014-12-31$10,464
Total contributions received or receivable from employer(s)2014-12-31$67,191
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : HARWARD & REES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$267,799
Expenses. Total of all expenses incurred2013-12-31$7,751
Benefits paid (including direct rollovers)2013-12-31$7,022
Total plan assets at end of year2013-12-31$1,264,101
Total plan assets at beginning of year2013-12-31$1,004,053
Value of fidelity bond covering the plan2013-12-31$130,000
Total contributions received or receivable from participants2013-12-31$3,607
Other income received2013-12-31$188,789
Net income (gross income less expenses)2013-12-31$260,048
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,264,101
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,004,053
Assets. Value of participant loans2013-12-31$20,926
Total contributions received or receivable from employer(s)2013-12-31$75,403
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$729
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : HARWARD & REES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$234,872
Expenses. Total of all expenses incurred2012-12-31$25,418
Benefits paid (including direct rollovers)2012-12-31$15,060
Total plan assets at end of year2012-12-31$1,004,053
Total plan assets at beginning of year2012-12-31$794,599
Value of fidelity bond covering the plan2012-12-31$110,000
Total contributions received or receivable from participants2012-12-31$1,154
Other income received2012-12-31$142,455
Net income (gross income less expenses)2012-12-31$209,454
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,004,053
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$794,599
Assets. Value of participant loans2012-12-31$21,817
Total contributions received or receivable from employer(s)2012-12-31$91,263
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$10,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : HARWARD & REES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$5,978
Expenses. Total of all expenses incurred2011-12-31$12,194
Benefits paid (including direct rollovers)2011-12-31$621
Total plan assets at end of year2011-12-31$794,599
Total plan assets at beginning of year2011-12-31$800,815
Value of fidelity bond covering the plan2011-12-31$80,000
Other income received2011-12-31$-22,840
Net income (gross income less expenses)2011-12-31$-6,216
Net plan assets at end of year (total assets less liabilities)2011-12-31$794,599
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$800,815
Assets. Value of participant loans2011-12-31$29,649
Total contributions received or receivable from employer(s)2011-12-31$28,818
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$11,573
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : HARWARD & REES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$140,219
Expenses. Total of all expenses incurred2010-12-31$270,701
Benefits paid (including direct rollovers)2010-12-31$258,586
Total plan assets at end of year2010-12-31$800,815
Total plan assets at beginning of year2010-12-31$931,297
Value of fidelity bond covering the plan2010-12-31$90,000
Other income received2010-12-31$114,906
Net income (gross income less expenses)2010-12-31$-130,482
Net plan assets at end of year (total assets less liabilities)2010-12-31$800,815
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$931,297
Assets. Value of participant loans2010-12-31$13,007
Total contributions received or receivable from employer(s)2010-12-31$25,313
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$12,115
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : HARWARD & REES PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HARWARD & REES PROFIT SHARING PLAN

2015: HARWARD & REES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HARWARD & REES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HARWARD & REES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HARWARD & REES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HARWARD & REES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: HARWARD & REES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: HARWARD & REES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12064
Policy instance 1
Insurance contract or identification number12064
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $5,605
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees5605
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?5
Insurance broker nameWC ADMINISTRATORS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12064
Policy instance 1
Insurance contract or identification number12064
Number of Individuals Covered17
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,113
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12064
Policy instance 1
Insurance contract or identification number12064
Number of Individuals Covered17
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $5,371
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees5371
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?5
Insurance broker nameWC ADMINISTRATORS, LLC

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