HARWARD & REES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARWARD & REES PROFIT SHARING PLAN
Measure | Date | Value |
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2015: HARWARD & REES PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
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 | 8 |
Total of all active and inactive participants | 2015-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 23 |
Number of participants with account balances | 2015-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: HARWARD & REES PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
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 | 8 |
Total of all active and inactive participants | 2014-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 22 |
Number of participants with account balances | 2014-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HARWARD & REES PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
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 | 5 |
Total of all active and inactive participants | 2013-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 19 |
Number of participants with account balances | 2013-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HARWARD & REES PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 16 |
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 | 4 |
Total of all active and inactive participants | 2012-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 20 |
Number of participants with account balances | 2012-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HARWARD & REES PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
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 | 5 |
Total of all active and inactive participants | 2011-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 17 |
Number of participants with account balances | 2011-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: HARWARD & REES PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 15 |
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 | 2 |
Total of all active and inactive participants | 2010-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 17 |
Number of participants with account balances | 2010-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: HARWARD & REES PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
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 | 4 |
Total of all active and inactive participants | 2009-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 21 |
Number of participants with account balances | 2009-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2015 : HARWARD & REES PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $52,497 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $55,294 |
Expenses. Total of all expenses incurred | 2015-12-31 | $58,033 |
Benefits paid (including direct rollovers) | 2015-12-31 | $5,536 |
Total plan assets at end of year | 2015-12-31 | $1,448,299 |
Total plan assets at beginning of year | 2015-12-31 | $1,398,541 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Total contributions received or receivable from participants | 2015-12-31 | $84,210 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $26,430 |
Other income received | 2015-12-31 | $-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 loans | 2015-12-31 | $6,110 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $22,631 |
Value of corrective distributions | 2015-12-31 | $52,497 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : HARWARD & REES PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $143,561 |
Expenses. Total of all expenses incurred | 2014-12-31 | $9,121 |
Benefits paid (including direct rollovers) | 2014-12-31 | $9,121 |
Total plan assets at end of year | 2014-12-31 | $1,398,541 |
Total plan assets at beginning of year | 2014-12-31 | $1,264,101 |
Value of fidelity bond covering the plan | 2014-12-31 | $140,000 |
Total contributions received or receivable from participants | 2014-12-31 | $2,600 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : HARWARD & REES PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $267,799 |
Expenses. Total of all expenses incurred | 2013-12-31 | $7,751 |
Benefits paid (including direct rollovers) | 2013-12-31 | $7,022 |
Total plan assets at end of year | 2013-12-31 | $1,264,101 |
Total plan assets at beginning of year | 2013-12-31 | $1,004,053 |
Value of fidelity bond covering the plan | 2013-12-31 | $130,000 |
Total contributions received or receivable from participants | 2013-12-31 | $3,607 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : HARWARD & REES PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $234,872 |
Expenses. Total of all expenses incurred | 2012-12-31 | $25,418 |
Benefits paid (including direct rollovers) | 2012-12-31 | $15,060 |
Total plan assets at end of year | 2012-12-31 | $1,004,053 |
Total plan assets at beginning of year | 2012-12-31 | $794,599 |
Value of fidelity bond covering the plan | 2012-12-31 | $110,000 |
Total contributions received or receivable from participants | 2012-12-31 | $1,154 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : HARWARD & REES PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $5,978 |
Expenses. Total of all expenses incurred | 2011-12-31 | $12,194 |
Benefits paid (including direct rollovers) | 2011-12-31 | $621 |
Total plan assets at end of year | 2011-12-31 | $794,599 |
Total plan assets at beginning of year | 2011-12-31 | $800,815 |
Value of fidelity bond covering the plan | 2011-12-31 | $80,000 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2010 : HARWARD & REES PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $140,219 |
Expenses. Total of all expenses incurred | 2010-12-31 | $270,701 |
Benefits paid (including direct rollovers) | 2010-12-31 | $258,586 |
Total plan assets at end of year | 2010-12-31 | $800,815 |
Total plan assets at beginning of year | 2010-12-31 | $931,297 |
Value of fidelity bond covering the plan | 2010-12-31 | $90,000 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
2009 : HARWARD & REES PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2015: HARWARD & REES PROFIT SHARING PLAN 2015 form 5500 responses |
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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: HARWARD & REES PROFIT SHARING PLAN 2014 form 5500 responses |
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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: HARWARD & REES PROFIT SHARING PLAN 2013 form 5500 responses |
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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: HARWARD & REES PROFIT SHARING PLAN 2012 form 5500 responses |
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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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HARWARD & REES PROFIT SHARING PLAN 2011 form 5500 responses |
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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 – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: HARWARD & REES PROFIT SHARING PLAN 2010 form 5500 responses |
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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 – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: HARWARD & REES PROFIT SHARING PLAN 2009 form 5500 responses |
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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 – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |