401k Plan data: RICHARD H FRITZ plan

RICHARD H FRITZ 401k Plan overview

Plan Name	RICHARD H FRITZ
Plan identification number	003

RICHARD H FRITZ Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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. Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

RICHARD H FRITZ has sponsored the creation of one or more 401k plans.

Company Name: RICHARD H FRITZ

Employer identification number (EIN): 371033962

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD H FRITZ

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01
003 2015-01-01
003 2013-01-01 RICHARD FRITZ RICHARD FRITZ 2014-07-24
003 2012-01-01 RICHARD FRITZ RICHARD FRITZ 2014-07-17
003 2011-01-01 RICHARD FRITZ

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2016-01-01
003	2015-01-01
003	2013-01-01	RICHARD FRITZ	RICHARD FRITZ	2014-07-24
003	2012-01-01	RICHARD FRITZ	RICHARD FRITZ	2014-07-17
003	2011-01-01	RICHARD FRITZ

Plan Statistics for RICHARD H FRITZ

401k plan membership statisitcs for RICHARD H FRITZ

Measure Date Value
2013: RICHARD H FRITZ 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RICHARD H FRITZ 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RICHARD H FRITZ 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: RICHARD H FRITZ 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RICHARD H FRITZ 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RICHARD H FRITZ 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on RICHARD H FRITZ

Measure	Date	Value
2013 : RICHARD H FRITZ 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,443,583
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$4,920,132
Total plan assets at beginning of year	2013-12-31	$3,476,549
Total contributions received or receivable from participants	2013-12-31	$51,230
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Other income received	2013-12-31	$1,372,834
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,443,583
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,920,132
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,476,549
Total contributions received or receivable from employer(s)	2013-12-31	$19,519
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : RICHARD H FRITZ 2012 401k financial data
Total income from all sources	2012-12-31	$165,912
Expenses. Total of all expenses incurred	2012-12-31	$1,462,677
Benefits paid (including direct rollovers)	2012-12-31	$1,462,677
Total plan assets at end of year	2012-12-31	$3,476,550
Total plan assets at beginning of year	2012-12-31	$4,694,825
Contributions received from other sources (not participants or employers)	2012-12-31	$125,769
Net income (gross income less expenses)	2012-12-31	$-1,296,765
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,476,550
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,694,825
Total contributions received or receivable from employer(s)	2012-12-31	$40,143
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$40,143
Amount contributed by the employer to the plan for this plan year	2012-12-31	$40,143
2011 : RICHARD H FRITZ 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$213,672
Expenses. Total of all expenses incurred	2011-12-31	$62,410
Benefits paid (including direct rollovers)	2011-12-31	$62,410
Total plan assets at end of year	2011-12-31	$4,694,824
Total plan assets at beginning of year	2011-12-31	$4,607,504
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$105,635
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$151,262
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,694,824
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,607,504
Total contributions received or receivable from employer(s)	2011-12-31	$108,037
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$108,037
Amount contributed by the employer to the plan for this plan year	2011-12-31	$108,037
2010 : RICHARD H FRITZ 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$13,523,590
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$460,750,468
Total plan assets at beginning of year	2010-12-31	$407,131,346
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Other income received	2010-12-31	$7,539,433
Net income (gross income less expenses)	2010-12-31	$13,523,590
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$460,750,468
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$407,131,346
Total contributions received or receivable from employer(s)	2010-12-31	$5,984,157
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$5,984,157
Amount contributed by the employer to the plan for this plan year	2010-12-31	$5,984,157

Form 5500 Responses for RICHARD H FRITZ

2013: RICHARD H FRITZ 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RICHARD H FRITZ 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
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: RICHARD H FRITZ 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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

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Company Name:	RICHARD H FRITZ
Employer identification number (EIN):	371033962
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)