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E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 401k Plan overview

Plan NameE. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN
Plan identification number 002

E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K 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

E.J. HARRISON & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:E.J. HARRISON & SONS, INC.
Employer identification number (EIN):952492197
NAIC Classification:562000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01MYRON G. HARRISON2023-09-11
0022020-07-01MYRON G. HARRISON2022-04-10
0022019-07-01MYRON G. HARRISON2021-01-27
0022018-07-01MYRON G. HARRISON2020-02-10
0022017-07-01
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01MYRON G. HARRISON
0022012-07-01MYRON G. HARRISON
0022011-07-01MYRON G. HARRISON
0022009-07-01MYRON G. HARRISON

Plan Statistics for E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN

401k plan membership statisitcs for E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN

Measure Date Value
2021: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01303
Total number of active participants reported on line 7a of the Form 55002021-07-01242
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0120
Total of all active and inactive participants2021-07-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01262
Number of participants with account balances2021-07-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01324
Total number of active participants reported on line 7a of the Form 55002020-07-01239
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0164
Total of all active and inactive participants2020-07-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01303
Number of participants with account balances2020-07-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
2019: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01316
Total number of active participants reported on line 7a of the Form 55002019-07-01231
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0193
Total of all active and inactive participants2019-07-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01324
Number of participants with account balances2019-07-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
2018: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01304
Total number of active participants reported on line 7a of the Form 55002018-07-01237
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0179
Total of all active and inactive participants2018-07-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01316
Number of participants with account balances2018-07-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01312
Total number of active participants reported on line 7a of the Form 55002017-07-01234
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0170
Total of all active and inactive participants2017-07-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01304
Number of participants with account balances2017-07-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
2016: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01305
Total number of active participants reported on line 7a of the Form 55002016-07-01227
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0185
Total of all active and inactive participants2016-07-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01312
Number of participants with account balances2016-07-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01307
Total number of active participants reported on line 7a of the Form 55002015-07-01230
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0175
Total of all active and inactive participants2015-07-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01305
Number of participants with account balances2015-07-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01309
Total number of active participants reported on line 7a of the Form 55002014-07-01223
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0184
Total of all active and inactive participants2014-07-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01307
Number of participants with account balances2014-07-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01313
Total number of active participants reported on line 7a of the Form 55002013-07-01227
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0182
Total of all active and inactive participants2013-07-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01309
Number of participants with account balances2013-07-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01308
Total number of active participants reported on line 7a of the Form 55002012-07-01237
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0176
Total of all active and inactive participants2012-07-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01313
Number of participants with account balances2012-07-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01306
Total number of active participants reported on line 7a of the Form 55002011-07-01229
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0179
Total of all active and inactive participants2011-07-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01308
Number of participants with account balances2011-07-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01312
Total number of active participants reported on line 7a of the Form 55002009-07-01231
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0148
Total of all active and inactive participants2009-07-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01279
Number of participants with account balances2009-07-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN

Measure Date Value
2022 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-5,057,583
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$3,155,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,048,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,952,642
Value of total assets at end of year2022-06-30$32,725,015
Value of total assets at beginning of year2022-06-30$40,938,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$107,488
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$2,984
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,095,318
Participant contributions at end of year2022-06-30$1,396,095
Participant contributions at beginning of year2022-06-30$1,241,934
Administrative expenses (other) incurred2022-06-30$104,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-8,213,275
Value of net assets at end of year (total assets less liabilities)2022-06-30$32,725,015
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$40,938,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$39,696,356
Value of interest in common/collective trusts at end of year2022-06-30$31,314,539
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-7,010,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$857,324
Employer contributions (assets) at end of year2022-06-30$14,381
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,048,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Qualified
Accountancy firm name2022-06-30PYNE, WALTRIP, DECKER & MCCOY, LLP
Accountancy firm EIN2022-06-30770227868
2021 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$11,698,479
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,490,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,341,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,127,385
Value of total assets at end of year2021-06-30$40,938,290
Value of total assets at beginning of year2021-06-30$30,730,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$148,938
Total interest from all sources2021-06-30$69,053
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$18,017
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,139,254
Participant contributions at end of year2021-06-30$1,241,934
Participant contributions at beginning of year2021-06-30$960,522
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$12,832
Other income not declared elsewhere2021-06-30$-36,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$10,207,649
Value of net assets at end of year (total assets less liabilities)2021-06-30$40,938,290
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$30,730,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$39,696,356
Value of interest in pooled separate accounts at beginning of year2021-06-30$29,657,616
Interest on participant loans2021-06-30$69,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$36,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$36,903
Net investment gain/loss from pooled separate accounts2021-06-30$9,538,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$975,299
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$75,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,341,892
Contract administrator fees2021-06-30$130,921
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30Yes
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Qualified
Accountancy firm name2021-06-30PYNE, WALTRIP, DECKER & MCCOY, LLP
Accountancy firm EIN2021-06-30770227868
2020 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$4,326,004
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,540,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,421,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,951,529
Value of total assets at end of year2020-06-30$30,730,641
Value of total assets at beginning of year2020-06-30$27,944,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$118,571
Total interest from all sources2020-06-30$57,742
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$15,651
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,003,995
Participant contributions at end of year2020-06-30$960,522
Participant contributions at beginning of year2020-06-30$939,028
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$4,064
Other income not declared elsewhere2020-06-30$445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,785,717
Value of net assets at end of year (total assets less liabilities)2020-06-30$30,730,641
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$27,944,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$29,657,616
Value of interest in pooled separate accounts at beginning of year2020-06-30$26,894,153
Interest on participant loans2020-06-30$57,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$36,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$35,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$35,690
Net investment gain/loss from pooled separate accounts2020-06-30$2,316,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$943,470
Employer contributions (assets) at end of year2020-06-30$75,600
Employer contributions (assets) at beginning of year2020-06-30$76,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,421,716
Contract administrator fees2020-06-30$102,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30Yes
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PYNE, WALTRIP, DECKER & MCCOY, LLP
Accountancy firm EIN2020-06-30770227868
2019 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,932,180
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,553,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,438,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,639,755
Value of total assets at end of year2019-06-30$27,944,924
Value of total assets at beginning of year2019-06-30$26,566,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$115,056
Total interest from all sources2019-06-30$54,332
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$18,544
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$760,861
Participant contributions at end of year2019-06-30$939,028
Participant contributions at beginning of year2019-06-30$970,892
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$20,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,378,256
Value of net assets at end of year (total assets less liabilities)2019-06-30$27,944,924
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$26,566,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$26,894,153
Value of interest in pooled separate accounts at beginning of year2019-06-30$25,436,811
Income. Interest from loans (other than to participants)2019-06-30$54,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$35,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$6,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$6,378
Net investment gain/loss from pooled separate accounts2019-06-30$1,238,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$858,086
Employer contributions (assets) at end of year2019-06-30$76,053
Employer contributions (assets) at beginning of year2019-06-30$152,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,438,868
Contract administrator fees2019-06-30$96,512
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30Yes
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PYNE, WALTRIP, DECKER & MCCOY, LLP
Accountancy firm EIN2019-06-30770227868
2018 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,734,291
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,137,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,018,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,440,643
Value of total assets at end of year2018-06-30$26,566,668
Value of total assets at beginning of year2018-06-30$22,969,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$118,556
Total interest from all sources2018-06-30$52,268
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$16,043
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$653,777
Participant contributions at end of year2018-06-30$970,892
Participant contributions at beginning of year2018-06-30$946,138
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Other income not declared elsewhere2018-06-30$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$3,597,156
Value of net assets at end of year (total assets less liabilities)2018-06-30$26,566,668
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$22,969,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$25,436,811
Value of interest in pooled separate accounts at beginning of year2018-06-30$21,944,407
Income. Interest from loans (other than to participants)2018-06-30$52,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$6,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$2,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$2,316
Net investment gain/loss from pooled separate accounts2018-06-30$3,241,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$786,866
Employer contributions (assets) at end of year2018-06-30$152,587
Employer contributions (assets) at beginning of year2018-06-30$76,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,018,579
Contract administrator fees2018-06-30$102,513
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30Yes
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PYNE, WALTRIP, DECKER & MCCOY, LLP
Accountancy firm EIN2018-06-30770227868
2017 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$4,836,647
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$2,031,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,932,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,508,220
Value of total assets at end of year2017-06-30$22,969,512
Value of total assets at beginning of year2017-06-30$20,163,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$98,341
Total interest from all sources2017-06-30$46,647
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$14,756
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$605,727
Participant contributions at end of year2017-06-30$946,138
Participant contributions at beginning of year2017-06-30$769,399
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$150,714
Other income not declared elsewhere2017-06-30$-548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,805,571
Value of net assets at end of year (total assets less liabilities)2017-06-30$22,969,512
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$20,163,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$21,944,407
Value of interest in pooled separate accounts at beginning of year2017-06-30$19,315,714
Interest on participant loans2017-06-30$46,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$2,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$4,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$4,224
Net investment gain/loss from pooled separate accounts2017-06-30$3,282,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$751,779
Employer contributions (assets) at end of year2017-06-30$76,651
Employer contributions (assets) at beginning of year2017-06-30$74,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,932,735
Contract administrator fees2017-06-30$83,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PYNE, WALTRIP, DECKER & MCCOY, LLP
Accountancy firm EIN2017-06-30770227868
2016 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,120,808
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$642,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$630,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,331,458
Value of total assets at end of year2016-06-30$20,163,941
Value of total assets at beginning of year2016-06-30$19,685,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$11,438
Total interest from all sources2016-06-30$37,331
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$6,555
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$550,565
Participant contributions at end of year2016-06-30$769,399
Participant contributions at beginning of year2016-06-30$734,624
Other income not declared elsewhere2016-06-30$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$478,477
Value of net assets at end of year (total assets less liabilities)2016-06-30$20,163,941
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$19,685,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$19,315,714
Value of interest in pooled separate accounts at beginning of year2016-06-30$18,944,145
Interest on participant loans2016-06-30$37,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$4,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$6,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$6,695
Net investment gain/loss from pooled separate accounts2016-06-30$-248,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$780,893
Employer contributions (assets) at end of year2016-06-30$74,604
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$630,893
Contract administrator fees2016-06-30$4,883
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PYNE, WALTRIP, DECKER & MCCOY, LLP
Accountancy firm EIN2016-06-30770227868
2015 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,307,722
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,424,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,414,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,186,498
Value of total assets at end of year2015-06-30$19,685,464
Value of total assets at beginning of year2015-06-30$18,802,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$9,546
Total interest from all sources2015-06-30$30,492
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$4,680
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$525,853
Participant contributions at end of year2015-06-30$734,624
Participant contributions at beginning of year2015-06-30$532,149
Other income not declared elsewhere2015-06-30$1,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$883,296
Value of net assets at end of year (total assets less liabilities)2015-06-30$19,685,464
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$18,802,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$18,944,145
Value of interest in pooled separate accounts at beginning of year2015-06-30$18,267,557
Interest on participant loans2015-06-30$30,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$6,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$2,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$2,462
Net investment gain/loss from pooled separate accounts2015-06-30$1,089,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$660,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,414,880
Contract administrator fees2015-06-30$4,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PYNE, WALTRIP, DECKER & MCCOY, LLP
Accountancy firm EIN2015-06-30770227868
2014 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$4,134,752
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$360,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$352,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$988,042
Value of total assets at end of year2014-06-30$18,802,168
Value of total assets at beginning of year2014-06-30$15,027,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$8,145
Total interest from all sources2014-06-30$25,585
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$3,770
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$440,234
Participant contributions at end of year2014-06-30$532,149
Participant contributions at beginning of year2014-06-30$494,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$1,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$3,774,402
Value of net assets at end of year (total assets less liabilities)2014-06-30$18,802,168
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$15,027,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$18,267,557
Value of interest in pooled separate accounts at beginning of year2014-06-30$14,467,977
Interest on participant loans2014-06-30$25,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$2,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$2,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$2,355
Net investment gain/loss from pooled separate accounts2014-06-30$3,119,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$547,808
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$62,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$352,205
Contract administrator fees2014-06-30$4,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30PYNE, WALTRIP, DECKER & MCCOY, LLP
Accountancy firm EIN2014-06-30770227868
2013 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,870,246
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$309,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$302,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,013,486
Value of total assets at end of year2013-06-30$15,027,766
Value of total assets at beginning of year2013-06-30$12,467,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$6,794
Total interest from all sources2013-06-30$23,922
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$3,085
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$386,723
Participant contributions at end of year2013-06-30$494,600
Participant contributions at beginning of year2013-06-30$399,373
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$36,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,560,710
Value of net assets at end of year (total assets less liabilities)2013-06-30$15,027,766
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$12,467,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$1,176
Value of interest in pooled separate accounts at end of year2013-06-30$14,467,977
Value of interest in pooled separate accounts at beginning of year2013-06-30$11,996,302
Interest on participant loans2013-06-30$23,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$2,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$3,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$3,210
Net investment gain/loss from pooled separate accounts2013-06-30$1,832,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$590,623
Employer contributions (assets) at end of year2013-06-30$62,834
Employer contributions (assets) at beginning of year2013-06-30$68,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$302,742
Contract administrator fees2013-06-30$2,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PYNE, WALTRIP, DECKER & MCCOY, LLP
Accountancy firm EIN2013-06-30770227868
2012 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$785,880
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$112,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$107,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$948,988
Value of total assets at end of year2012-06-30$12,467,056
Value of total assets at beginning of year2012-06-30$11,793,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,166
Total interest from all sources2012-06-30$21,421
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$990
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$377,651
Participant contributions at end of year2012-06-30$399,373
Participant contributions at beginning of year2012-06-30$445,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$673,862
Value of net assets at end of year (total assets less liabilities)2012-06-30$12,467,056
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$11,793,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$1,036
Value of interest in pooled separate accounts at end of year2012-06-30$11,996,302
Value of interest in pooled separate accounts at beginning of year2012-06-30$11,266,046
Interest on participant loans2012-06-30$21,384
Interest earned on other investments2012-06-30$37
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$3,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$8,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$8,383
Net investment gain/loss from pooled separate accounts2012-06-30$-184,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$571,337
Employer contributions (assets) at end of year2012-06-30$68,171
Employer contributions (assets) at beginning of year2012-06-30$73,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$107,852
Contract administrator fees2012-06-30$2,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PYNE, WALTRIP, DECKER & MCCOY, LLP
Accountancy firm EIN2012-06-30770227868
2011 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$930
Total income from all sources (including contributions)2011-06-30$3,138,329
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$321,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$314,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$927,030
Value of total assets at end of year2011-06-30$11,793,194
Value of total assets at beginning of year2011-06-30$8,977,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$7,245
Total interest from all sources2011-06-30$16,750
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$5,178
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$367,794
Participant contributions at end of year2011-06-30$445,571
Participant contributions at beginning of year2011-06-30$197,161
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,816,855
Value of net assets at end of year (total assets less liabilities)2011-06-30$11,793,194
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$8,976,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$11,266,046
Value of interest in pooled separate accounts at beginning of year2011-06-30$8,706,455
Interest on participant loans2011-06-30$16,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$8,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$2,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$2,716
Net investment gain/loss from pooled separate accounts2011-06-30$2,194,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$558,306
Employer contributions (assets) at end of year2011-06-30$73,194
Employer contributions (assets) at beginning of year2011-06-30$70,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$314,229
Contract administrator fees2011-06-30$2,067
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PYNE, WALTRIP, DECKER & MCCOY, LLP
Accountancy firm EIN2011-06-30770227868
2010 : E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN

2021: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93620
Policy instance 1
Insurance contract or identification number93620
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93620
Policy instance 1
Insurance contract or identification number93620
Number of Individuals Covered335
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28,357
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees28357
Additional information about fees paid to insurance brokerTPA FEES COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93620
Policy instance 1
Insurance contract or identification number93620
Number of Individuals Covered319
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $29,857
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees29857
Additional information about fees paid to insurance brokerTPA FEES COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93620
Policy instance 1
Insurance contract or identification number93620
Number of Individuals Covered320
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $31,810
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees31810
Additional information about fees paid to insurance brokerTPA FEES COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93620
Policy instance 1
Insurance contract or identification number93620
Number of Individuals Covered313
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28,356
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93620
Policy instance 1
Insurance contract or identification number93620
Number of Individuals Covered314
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $38,849
Total amount of fees paid to insurance companyUSD $37,374
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,849
Insurance broker organization code?3
Amount paid for insurance broker fees29900
Additional information about fees paid to insurance brokerTPA FEES COMPENSATION AND OTHER ALLOWANCES
Insurance broker nameD W PYNE CPA PC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93620
Policy instance 1
Insurance contract or identification number93620
Number of Individuals Covered311
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $37,722
Total amount of fees paid to insurance companyUSD $28,114
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,722
Insurance broker organization code?3
Amount paid for insurance broker fees28114
Additional information about fees paid to insurance brokerTPA FEES COMPENSATION AND OTHER ALLOWANCES
Insurance broker nameACTUARIAL BENEFITS CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93620
Policy instance 1
Insurance contract or identification number93620
Number of Individuals Covered308
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $30,445
Total amount of fees paid to insurance companyUSD $24,332
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,445
Insurance broker organization code?3
Amount paid for insurance broker fees24332
Additional information about fees paid to insurance brokerTPA FEES COMPENSATION AND OTHER ALLOWANCES
Insurance broker nameACTUARIAL BENEFITS CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93620
Policy instance 1
Insurance contract or identification number93620
Number of Individuals Covered321
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $26,744
Total amount of fees paid to insurance companyUSD $19,630
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,744
Insurance broker organization code?3
Amount paid for insurance broker fees19630
Additional information about fees paid to insurance brokerTPA FEES COMPENSATION AND OTHER ALLOWANCES
Insurance broker nameACTUARIAL BENEFITS CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93620
Policy instance 1
Insurance contract or identification number93620
Number of Individuals Covered319
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $25,442
Total amount of fees paid to insurance companyUSD $15,098
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93620
Policy instance 2
Insurance contract or identification number93620
Number of Individuals Covered312
Insurance policy start date2010-09-04
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $21,032
Total amount of fees paid to insurance companyUSD $17,496
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number603162
Policy instance 1
Insurance contract or identification number603162
Number of Individuals Covered312
Insurance policy start date2010-07-01
Insurance policy end date2010-09-04
Total amount of commissions paid to insurance brokerUSD $21,032
Total amount of fees paid to insurance companyUSD $17,496
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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