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ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 401k Plan overview

Plan NameALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL
Plan identification number 001

ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ALEX HARRISON, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:ALEX HARRISON, M.D., INC.
Employer identification number (EIN):900445543
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ALEX HARRISON, M.D., INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2009-02-10
Company Identification Number: C3200805
Legal Registered Office Address: 1510 E Main St Ste 101

Santa Maria
United States of America (USA)
93454

More information about ALEX HARRISON, M.D., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01ALEX T. HARRISON, M.D.
0012012-01-01ALEX T. HARRISON, M.D.
0012011-01-01ALEX T. HARRISON, M.D.
0012009-08-01DOUGLAS S. HENDRY

Financial Data on ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL

Measure Date Value
2025 : ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-220
Total liabilities as of the end of the plan year2025-08-220
Total liabilities as of the beginning of the plan year2025-08-220
Total expenses incurred by plan in this plan year2025-08-2265302
Net assets as of the end of the plan year2025-08-222382176
Total assets as of the beginning of the plan year2025-08-221735939
Value of plan covered by a fidelity bond2025-08-22239000
Participant contributions to plan in this plan year2025-08-2274291
Other expenses paid from plan in this plan year2025-08-220
Other contributions to plan in this plan year2025-08-220
Other income to plan in this plan year2025-08-22592671
Plan net income in this plan year2025-08-22646237
Net assets as of the end of the plan year2025-08-222382176
Net assets as of the beginning of the plan year2025-08-221735939
Employer contributions to plan in this plan year2025-08-2244577
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-220
2024 : ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-120
Total liabilities as of the beginning of the plan year2024-07-120
Total expenses incurred by plan in this plan year2024-07-1242396
Net assets as of the end of the plan year2024-07-121735939
Total assets as of the beginning of the plan year2024-07-121747451
Value of plan covered by a fidelity bond2024-07-12175000
Participant contributions to plan in this plan year2024-07-1280615
Other contributions to plan in this plan year2024-07-120
Other income to plan in this plan year2024-07-12-91721
Plan net income in this plan year2024-07-12-11512
Net assets as of the end of the plan year2024-07-121735939
Net assets as of the beginning of the plan year2024-07-121747451
Employer contributions to plan in this plan year2024-07-1241990
2015 : ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$85,952
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$596,973
Total plan assets at beginning of year2015-12-31$511,021
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$36,251
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-1,172
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$85,952
Net plan assets at end of year (total assets less liabilities)2015-12-31$596,973
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$511,021
Total contributions received or receivable from employer(s)2015-12-31$50,873
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$101,896
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$511,021
Total plan assets at beginning of year2014-12-31$409,125
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$35,250
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$16,488
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$101,896
Net plan assets at end of year (total assets less liabilities)2014-12-31$511,021
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$409,125
Total contributions received or receivable from employer(s)2014-12-31$50,158
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$112,768
Expenses. Total of all expenses incurred2013-12-31$6,352
Benefits paid (including direct rollovers)2013-12-31$6,352
Total plan assets at end of year2013-12-31$409,125
Total plan assets at beginning of year2013-12-31$302,709
Value of fidelity bond covering the plan2013-12-31$15,000
Total contributions received or receivable from participants2013-12-31$35,242
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$31,143
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$106,416
Net plan assets at end of year (total assets less liabilities)2013-12-31$409,125
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$302,709
Total contributions received or receivable from employer(s)2013-12-31$46,383
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$99,105
Expenses. Total of all expenses incurred2012-12-31$196
Benefits paid (including direct rollovers)2012-12-31$196
Total plan assets at end of year2012-12-31$302,709
Total plan assets at beginning of year2012-12-31$203,800
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$35,154
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$17,774
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$98,909
Net plan assets at end of year (total assets less liabilities)2012-12-31$302,709
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$203,800
Total contributions received or receivable from employer(s)2012-12-31$46,177
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$70,020
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$203,800
Total plan assets at beginning of year2011-12-31$133,780
Value of fidelity bond covering the plan2011-12-31$15,000
Total contributions received or receivable from participants2011-12-31$34,232
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-7,951
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$70,020
Net plan assets at end of year (total assets less liabilities)2011-12-31$203,800
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$133,780
Total contributions received or receivable from employer(s)2011-12-31$43,739
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$65,952
Expenses. Total of all expenses incurred2010-12-31$100
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$133,780
Total plan assets at beginning of year2010-12-31$67,928
Value of fidelity bond covering the plan2010-12-31$15,000
Total contributions received or receivable from participants2010-12-31$34,227
Expenses. Other expenses not covered elsewhere2010-12-31$100
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-6,145
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$65,852
Net plan assets at end of year (total assets less liabilities)2010-12-31$133,780
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$67,928
Total contributions received or receivable from employer(s)2010-12-31$37,870
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL

2015: ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 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: ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 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: ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 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: ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 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: ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 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: ALEX HARRISON, M.D., INC. 401(K) PROFIT SHARING PL 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01First time form 5500 has been submittedYes
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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