401k Plan data: FISHER & MARTIN, PLLC 401K PLAN plan

FISHER & MARTIN, PLLC 401K PLAN 401k Plan overview

Plan Name	FISHER & MARTIN, PLLC 401K PLAN
Plan identification number	001

FISHER & MARTIN, PLLC 401K PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

FISHER CPA PC has sponsored the creation of one or more 401k plans.

Company Name: FISHER CPA PC

Employer identification number (EIN): 208384568

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FISHER & MARTIN, PLLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 SANDRA A. MARTIN
001 2012-01-01 SANDRA A. MARTIN
001 2011-01-01 SANDRA A. MARTIN
001 2010-01-01 ROGER B. FISHER
001 2009-01-01 ROGER B. FISHER ROGER B. FISHER 2010-05-18

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	SANDRA A. MARTIN
001	2012-01-01	SANDRA A. MARTIN
001	2011-01-01	SANDRA A. MARTIN
001	2010-01-01	ROGER B. FISHER
001	2009-01-01	ROGER B. FISHER	ROGER B. FISHER	2010-05-18

Plan Statistics for FISHER & MARTIN, PLLC 401K PLAN

401k plan membership statisitcs for FISHER & MARTIN, PLLC 401K PLAN

Measure Date Value
2013: FISHER & MARTIN, PLLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total of all active and inactive participants 2013-01-01 0
Total participants 2013-01-01 0
2012: FISHER & MARTIN, PLLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: FISHER & MARTIN, PLLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: FISHER & MARTIN, PLLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: FISHER & MARTIN, PLLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2013: FISHER & MARTIN, PLLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total of all active and inactive participants	2013-01-01	0
Total participants	2013-01-01	0
2012: FISHER & MARTIN, PLLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: FISHER & MARTIN, PLLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: FISHER & MARTIN, PLLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: FISHER & MARTIN, PLLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on FISHER & MARTIN, PLLC 401K PLAN

Measure	Date	Value
2013 : FISHER & MARTIN, PLLC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$17,459
Expenses. Total of all expenses incurred	2013-12-31	$201,769
Benefits paid (including direct rollovers)	2013-12-31	$201,637
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$184,310
Total contributions received or receivable from participants	2013-12-31	$7,292
Expenses. Other expenses not covered elsewhere	2013-12-31	$132
Other income received	2013-12-31	$8,500
Net income (gross income less expenses)	2013-12-31	$-184,310
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$184,310
Total contributions received or receivable from employer(s)	2013-12-31	$1,667
2012 : FISHER & MARTIN, PLLC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$50,549
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$184,310
Total plan assets at beginning of year	2012-12-31	$133,761
Total contributions received or receivable from participants	2012-12-31	$27,000
Other income received	2012-12-31	$13,549
Net income (gross income less expenses)	2012-12-31	$50,549
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$184,310
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$133,761
Total contributions received or receivable from employer(s)	2012-12-31	$10,000
2011 : FISHER & MARTIN, PLLC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$36,969
Expenses. Total of all expenses incurred	2011-12-31	$10,660
Benefits paid (including direct rollovers)	2011-12-31	$4,366
Total plan assets at end of year	2011-12-31	$133,761
Total plan assets at beginning of year	2011-12-31	$107,452
Total contributions received or receivable from participants	2011-12-31	$27,569
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,294
Net income (gross income less expenses)	2011-12-31	$30,574
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$133,761
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$107,452
Total contributions received or receivable from employer(s)	2011-12-31	$9,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : FISHER & MARTIN, PLLC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$30,630
Expenses. Total of all expenses incurred	2010-12-31	$56
Total plan assets at end of year	2010-12-31	$107,452
Total plan assets at beginning of year	2010-12-31	$76,878
Total contributions received or receivable from participants	2010-12-31	$19,167
Other income received	2010-12-31	$7,699
Net income (gross income less expenses)	2010-12-31	$30,574
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$107,452
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$76,878
Total contributions received or receivable from employer(s)	2010-12-31	$3,764
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$56

Form 5500 Responses for FISHER & MARTIN, PLLC 401K PLAN

2013: FISHER & MARTIN, PLLC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FISHER & MARTIN, PLLC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FISHER & MARTIN, PLLC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FISHER & MARTIN, PLLC 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FISHER & MARTIN, PLLC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FISHER CPA PC
Employer identification number (EIN):	208384568
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants