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WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM F HARVEY OD LTD PROFIT SHARING PLAN
Plan identification number 001

WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

WILLIAM F HARVEY OD LTD has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM F HARVEY OD LTD
Employer identification number (EIN):880158192
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM HARVEY2024-11-05
0012022-01-01WILLIAM HARVEY2024-11-05
0012021-01-01BRANDY KOHLS2022-07-13
0012020-01-01WILLIAM HARVEY2021-09-20 WILLIAM HARVEY2021-09-20
0012019-01-01BRANDY YOUNG2020-09-23
0012018-01-01BRANDY KOHLS2019-10-15
0012017-01-01WILLIAM HARVEY2018-09-26 WILLIAM HARVEY2018-09-26
0012016-01-01WILLIAM HARVEY2017-07-25 WILLIAM HARVEY2017-07-25
0012015-01-01WILLIAM HARVEY2017-07-25 WILLIAM HARVEY2017-07-25
0012013-01-01JACOB BURT
0012012-01-01JACOB BURT
0012011-01-01WILLIAM HARVEY WILLIAM HARVEY2012-09-25
0012009-01-01WILLIAM F. HARVEY
0012009-01-01WILLIAM F. HARVEY
0012009-01-01WILLIAM F. HARVEY

Plan Statistics for WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN

Measure Date Value
2024: WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-11-053
Total number of particpants at end of year2024-11-053
Number of Participants With Account Balances2024-11-053
2013: WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN

Measure Date Value
2024 : WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-059670
Net assets as of the end of the plan year2024-11-05550830
Total assets as of the beginning of the plan year2024-11-05445720
Value of plan covered by a fidelity bond2024-11-0545000
Participant contributions to plan in this plan year2024-11-0540442
Other income to plan in this plan year2024-11-0567786
Plan net income in this plan year2024-11-05105110
Net assets as of the end of the plan year2024-11-05550830
Net assets as of the beginning of the plan year2024-11-05445720
Employer contributions to plan in this plan year2024-11-056552
2013 : WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$33,949
Expenses. Total of all expenses incurred2013-12-31$245,196
Benefits paid (including direct rollovers)2013-12-31$245,196
Total plan assets at end of year2013-12-31$212,433
Total plan assets at beginning of year2013-12-31$423,680
Other income received2013-12-31$8,949
Net income (gross income less expenses)2013-12-31$-211,247
Net plan assets at end of year (total assets less liabilities)2013-12-31$212,433
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$423,680
Total contributions received or receivable from employer(s)2013-12-31$25,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$7,269
2012 : WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$30,507
Total plan assets at end of year2012-12-31$423,680
Total plan assets at beginning of year2012-12-31$393,173
Other income received2012-12-31$5,507
Net income (gross income less expenses)2012-12-31$30,507
Net plan assets at end of year (total assets less liabilities)2012-12-31$423,680
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$393,173
Assets. Value of assets in partnership/joint-venture interests2012-12-31$7,784
Total contributions received or receivable from employer(s)2012-12-31$25,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-189,340
Expenses. Total of all expenses incurred2011-12-31$11,247
Benefits paid (including direct rollovers)2011-12-31$11,247
Total plan assets at end of year2011-12-31$393,173
Total plan assets at beginning of year2011-12-31$593,760
Other income received2011-12-31$-214,340
Net income (gross income less expenses)2011-12-31$-200,587
Net plan assets at end of year (total assets less liabilities)2011-12-31$393,173
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$593,760
Assets. Value of assets in partnership/joint-venture interests2011-12-31$10,132
Total contributions received or receivable from employer(s)2011-12-31$25,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$7,199
Total income from all sources2010-12-31$29,723
Expenses. Total of all expenses incurred2010-12-31$5,809
Total plan assets at end of year2010-12-31$593,760
Total plan assets at beginning of year2010-12-31$577,045
Other income received2010-12-31$4,723
Net income (gross income less expenses)2010-12-31$23,914
Net plan assets at end of year (total assets less liabilities)2010-12-31$593,760
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$569,846
Assets. Value of assets in partnership/joint-venture interests2010-12-31$230,356
Total contributions received or receivable from employer(s)2010-12-31$25,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,809

Form 5500 Responses for WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN

2013: WILLIAM F HARVEY OD LTD 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: WILLIAM F HARVEY OD LTD 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM F HARVEY OD LTD 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM F HARVEY OD LTD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70797254
Policy instance 1
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract number0100751814
Policy instance 2

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