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FISHER & GRANDIA, M.D., P.A. 401K PLAN 401k Plan overview

Plan NameFISHER & GRANDIA, M.D., P.A. 401K PLAN
Plan identification number 003

FISHER & GRANDIA, M.D., P.A. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

FISHER & GRANDIA, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:FISHER & GRANDIA, M.D., P.A.
Employer identification number (EIN):521322616
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FISHER & GRANDIA, M.D., P.A. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032012-07-01ROBERT FISHER ROBERT FISHER2014-01-17
0032011-07-01ROBERT FISHER ROBERT FISHER2012-11-30
0032009-07-01ROBERT T. FISHER, MD ROBERT T. FISHER, MD2011-02-28

Plan Statistics for FISHER & GRANDIA, M.D., P.A. 401K PLAN

401k plan membership statisitcs for FISHER & GRANDIA, M.D., P.A. 401K PLAN

Measure Date Value
2012: FISHER & GRANDIA, M.D., P.A. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0120
Total number of active participants reported on line 7a of the Form 55002012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-010
Total participants2012-07-010
Number of participants with account balances2012-07-010
2011: FISHER & GRANDIA, M.D., P.A. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0118
Total number of active participants reported on line 7a of the Form 55002011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0120
Total of all active and inactive participants2011-07-0120
Total participants2011-07-0120
Number of participants with account balances2011-07-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: FISHER & GRANDIA, M.D., P.A. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0124
Total number of active participants reported on line 7a of the Form 55002009-07-0123
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0124
Number of participants with account balances2009-07-0124

Financial Data on FISHER & GRANDIA, M.D., P.A. 401K PLAN

Measure Date Value
2013 : FISHER & GRANDIA, M.D., P.A. 401K PLAN 2013 401k financial data
Total income from all sources2013-06-30$116,268
Expenses. Total of all expenses incurred2013-06-30$6,209,596
Benefits paid (including direct rollovers)2013-06-30$6,209,596
Total plan assets at beginning of year2013-06-30$6,093,328
Total contributions received or receivable from participants2013-06-30$0
Other income received2013-06-30$116,268
Net income (gross income less expenses)2013-06-30$-6,093,328
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$6,093,328
Total contributions received or receivable from employer(s)2013-06-30$0
2012 : FISHER & GRANDIA, M.D., P.A. 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$1,410
Total income from all sources2012-06-30$208,296
Expenses. Total of all expenses incurred2012-06-30$22,748
Benefits paid (including direct rollovers)2012-06-30$22,318
Total plan assets at end of year2012-06-30$6,093,328
Total plan assets at beginning of year2012-06-30$5,906,370
Value of fidelity bond covering the plan2012-06-30$690,000
Total contributions received or receivable from participants2012-06-30$72,831
Other income received2012-06-30$83,991
Net income (gross income less expenses)2012-06-30$185,548
Net plan assets at end of year (total assets less liabilities)2012-06-30$6,093,328
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$5,906,370
Assets. Value of participant loans2012-06-30$5,962
Total contributions received or receivable from employer(s)2012-06-30$51,474
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : FISHER & GRANDIA, M.D., P.A. 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-06-30$447
Total income from all sources2011-06-30$1,173,573
Expenses. Total of all expenses incurred2011-06-30$375,890
Benefits paid (including direct rollovers)2011-06-30$375,890
Total plan assets at end of year2011-06-30$5,906,370
Total plan assets at beginning of year2011-06-30$5,108,240
Total contributions received or receivable from participants2011-06-30$125,919
Other income received2011-06-30$965,830
Net income (gross income less expenses)2011-06-30$797,683
Net plan assets at end of year (total assets less liabilities)2011-06-30$5,906,370
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$5,108,240
Total contributions received or receivable from employer(s)2011-06-30$81,824
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : FISHER & GRANDIA, M.D., P.A. 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 FISHER & GRANDIA, M.D., P.A. 401K PLAN

2012: FISHER & GRANDIA, M.D., P.A. 401K PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FISHER & GRANDIA, M.D., P.A. 401K PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: FISHER & GRANDIA, M.D., P.A. 401K PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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