EMPLOYEE BENEFIT PLAN OF OF HAROLD HART & ASSOCIATES, INC.
|
2023
|
591941846
|
2024-11-13
|
HAROLD HART & ASSOCIATES, INC.
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1994-10-01
|
Business code |
541330
|
Sponsor’s telephone number |
8132872719
|
Plan sponsor’s
address |
6928 W LINEBAUGH AVE STE 101, TAMPA, FL, 336255803
|
Signature of
Role |
Plan administrator |
Date |
2024-11-13 |
Name of individual signing |
CRAIG KALHOEFER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
HAROLD HART & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN
|
2016
|
591941846
|
2017-10-16
|
HAROLD HART & ASSOCIATES, INC.
|
8
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1994-10-01
|
Business code |
541330
|
Sponsor’s telephone number |
8132872719
|
Plan sponsor’s mailing address |
6928 W. LINEBAUGH AVENUE, SUITE 101, TAMPA, FL, 33625
|
Plan sponsor’s
address |
6928 W. LINEBAUGH AVENUE, SUITE 101, TAMPA, FL, 33625
|
Number of participants as of the end of the plan year
Active participants |
11 |
Retired or separated participants receiving
benefits |
1 |
Other
retired or separated participants entitled to future benefits |
4 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
10 |
Signature of
Role |
Plan administrator |
Date |
2017-10-16 |
Name of individual signing |
CRAIG KALHOEFER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
HAROLD HART & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN
|
2015
|
591941846
|
2017-09-08
|
HAROLD HART & ASSOCIATES, INC.
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1994-10-01
|
Business code |
541330
|
Sponsor’s telephone number |
8132872719
|
Plan sponsor’s mailing address |
6928 W. LINEBAUGH AVENUE, SUITE 101, TAMPA, FL, 33625
|
Plan sponsor’s
address |
6928 W. LINEBAUGH AVENUE, SUITE 101, TAMPA, FL, 33625
|
Number of participants as of the end of the plan year
Active participants |
6 |
Other
retired or separated participants entitled to future benefits |
2 |
Number of
participants
with
account balances as of the end of the plan year |
5 |
Signature of
Role |
Plan administrator |
Date |
2017-09-08 |
Name of individual signing |
CRAIG KALHOEFER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
HAROLD HART & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN
|
2015
|
591941846
|
2016-10-12
|
HAROLD HART & ASSOCIATES, INC.
|
10
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1994-10-01
|
Business code |
541330
|
Sponsor’s telephone number |
8132872719
|
Plan sponsor’s mailing address |
6928 W. LINEBAUGH AVENUE, SUITE 101, TAMPA, FL, 33625
|
Plan sponsor’s
address |
6928 W. LINEBAUGH AVENUE, SUITE 101, TAMPA, FL, 33625
|
Number of participants as of the end of the plan year
Active participants |
7 |
Other
retired or separated participants entitled to future benefits |
2 |
Number of
participants
with
account balances as of the end of the plan year |
9 |
Signature of
Role |
Plan administrator |
Date |
2016-10-12 |
Name of individual signing |
CRAIG KALHOEFER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
HAROLD HART & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN
|
2014
|
591941846
|
2015-10-14
|
HAROLD HART & ASSOCIATES, INC.
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1994-10-01
|
Business code |
541330
|
Sponsor’s telephone number |
8132872719
|
Plan sponsor’s mailing address |
6928 W. LINEBAUGH AVENUE, SUITE 101, TAMPA, FL, 33625
|
Plan sponsor’s
address |
6928 W. LINEBAUGH AVENUE, SUITE 101, TAMPA, FL, 33625
|
Number of participants as of the end of the plan year
Active participants |
8 |
Other
retired or separated participants entitled to future benefits |
2 |
Number of
participants
with
account balances as of the end of the plan year |
10 |
Signature of
Role |
Plan administrator |
Date |
2015-10-14 |
Name of individual signing |
CRAIG KALHOEFER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
HAROLD HART & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN
|
2013
|
591941846
|
2014-10-09
|
HAROLD HART & ASSOCIATES, INC.
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1994-10-01
|
Business code |
541330
|
Sponsor’s telephone number |
8132872719
|
Plan sponsor’s mailing address |
6928 W. LINEBAUGH AVENUE, SUITE 101, TAMPA, FL, 33625
|
Plan sponsor’s
address |
6928 W. LINEBAUGH AVENUE, SUITE 101, TAMPA, FL, 33625
|
Number of participants as of the end of the plan year
Active participants |
9 |
Other
retired or separated participants entitled to future benefits |
3 |
Number of
participants
with
account balances as of the end of the plan year |
11 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
1 |
Signature of
Role |
Plan administrator |
Date |
2014-10-09 |
Name of individual signing |
CRAIG KALHOEFER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
HAROLD HART & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN
|
2012
|
591941846
|
2013-09-05
|
HAROLD HART & ASSOCIATES, INC.
|
14
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1994-10-01
|
Business code |
541330
|
Sponsor’s telephone number |
8132872719
|
Plan sponsor’s mailing address |
4201 W. GRAY STREET, TAMPA, FL, 33609
|
Plan sponsor’s
address |
4201 W. GRAY STREET, TAMPA, FL, 33609
|
Plan administrator’s name and address
Administrator’s EIN |
591941846 |
Plan administrator’s name |
HAROLD HART & ASSOCIATES, INC. |
Plan administrator’s
address |
4201 W. GRAY STREET, TAMPA, FL, 33609 |
Administrator’s telephone number |
8132872719 |
Number of participants as of the end of the plan year
Active participants |
9 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
3 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
12 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2013-09-05 |
Name of individual signing |
CRAIG KALHOEFER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2013-09-05 |
Name of individual signing |
CRAIG KALHOEFER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
HAROLD HART & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN
|
2011
|
591941846
|
2012-10-11
|
HAROLD HART & ASSOCIATES, INC.
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1994-10-01
|
Business code |
541330
|
Sponsor’s telephone number |
8132872719
|
Plan sponsor’s mailing address |
4201 W. GRAY STREET, TAMPA, FL, 33609
|
Plan sponsor’s
address |
4201 W. GRAY STREET, TAMPA, FL, 33609
|
Plan administrator’s name and address
Administrator’s EIN |
591941846 |
Plan administrator’s name |
HAROLD HART & ASSOCIATES, INC. |
Plan administrator’s
address |
4201 W. GRAY STREET, TAMPA, FL, 33609 |
Administrator’s telephone number |
8132872719 |
Number of participants as of the end of the plan year
Active participants |
8 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
6 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
14 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2012-10-11 |
Name of individual signing |
CRAIG KALHOEFER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
HAROLD HART & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN
|
2010
|
591941846
|
2011-08-31
|
HAROLD HART & ASSOCIATES, INC.
|
17
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1994-10-01
|
Business code |
541330
|
Sponsor’s telephone number |
8132872719
|
Plan sponsor’s mailing address |
4201 W. GRAY STREET, TAMPA, FL, 33609
|
Plan sponsor’s
address |
4201 W. GRAY STREET, TAMPA, FL, 33609
|
Plan administrator’s name and address
Administrator’s EIN |
591941846 |
Plan administrator’s name |
HAROLD HART & ASSOCIATES, INC. |
Plan administrator’s
address |
4201 W. GRAY STREET, TAMPA, FL, 33609 |
Administrator’s telephone number |
8132872719 |
Number of participants as of the end of the plan year
Active participants |
8 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
4 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
12 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2011-08-31 |
Name of individual signing |
CRAIG KALHOEFER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
HAROLD HART & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN
|
2009
|
591941846
|
2010-08-19
|
HAROLD HART & ASSOCIATES, INC.
|
16
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1994-10-01
|
Business code |
541330
|
Sponsor’s telephone number |
8132872719
|
Plan sponsor’s mailing address |
4201 W. GRAY STREET, TAMPA, FL, 33609
|
Plan sponsor’s
address |
4201 W. GRAY STREET, TAMPA, FL, 33609
|
Plan administrator’s name and address
Administrator’s EIN |
591941846 |
Plan administrator’s name |
HAROLD HART & ASSOCIATES, INC. |
Plan administrator’s
address |
4201 W. GRAY STREET, TAMPA, FL, 33609 |
Administrator’s telephone number |
8132872719 |
Number of participants as of the end of the plan year
Active participants |
14 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
3 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
17 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
1 |
Signature of
Role |
Plan administrator |
Date |
2010-08-19 |
Name of individual signing |
HAROLD HART |
Valid signature |
Filed with authorized/valid electronic signature |
|
|