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FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 401k Plan overview

Plan NameFISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN
Plan identification number 002

FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

FISHER & PHILLIPS LLP has sponsored the creation of one or more 401k plans.

Company Name:FISHER & PHILLIPS LLP
Employer identification number (EIN):580619559
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about FISHER & PHILLIPS LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2011-04-04
Company Identification Number: 2009899
Legal Registered Office Address: -
-
-
United States of America (USA)
-

More information about FISHER & PHILLIPS LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBERT C. CHRISTENSON, ESQ.
0022016-01-01ROBERT C. CHRISTENSON, ESQ.
0022015-01-01ROBERT C. CHRISTENSON, ESQ.
0022014-01-01ROBERT C. CHRISTENSON, ESQ.
0022013-01-01ROBERT C. CHRISTENSON, ESQ.
0022012-01-01ROBERT C. CHRISTENSON, ESQ.
0022011-01-01ROBERT C. CHRISTENSON, ESQ. ROBERT C. CHRISTENSON, ESQ.2012-10-16
0022010-01-01ROBERT C. CHRISTENSON, ESQ. ROBERT C. CHRISTENSON, ESQ.2011-10-14
0022009-01-01ROBERT C. CHRISTENSON, ESQ.

Plan Statistics for FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN

401k plan membership statisitcs for FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN

Measure Date Value
2021: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01549
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01539
Total number of active participants reported on line 7a of the Form 55002020-01-01422
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01107
Total of all active and inactive participants2020-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01530
Number of participants with account balances2020-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0137
2019: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01453
Total number of active participants reported on line 7a of the Form 55002019-01-01418
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01107
Total of all active and inactive participants2019-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01526
Number of participants with account balances2019-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0143
2018: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01385
Total number of active participants reported on line 7a of the Form 55002018-01-01338
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0198
Total of all active and inactive participants2018-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01437
Number of participants with account balances2018-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0141
2017: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01400
Total number of active participants reported on line 7a of the Form 55002017-01-01295
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01373
Number of participants with account balances2017-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01336
Total number of active participants reported on line 7a of the Form 55002016-01-01319
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01388
Number of participants with account balances2016-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01246
Total number of active participants reported on line 7a of the Form 55002015-01-01260
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01326
Number of participants with account balances2015-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01252
Total number of active participants reported on line 7a of the Form 55002014-01-01181
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01236
Number of participants with account balances2014-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01237
Total number of active participants reported on line 7a of the Form 55002013-01-01177
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01243
Number of participants with account balances2013-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01231
Total number of active participants reported on line 7a of the Form 55002012-01-01167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01229
Number of participants with account balances2012-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01200
Total number of active participants reported on line 7a of the Form 55002011-01-01171
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01226
Number of participants with account balances2011-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01177
Total number of active participants reported on line 7a of the Form 55002010-01-01142
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0154
Total of all active and inactive participants2010-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01196
Number of participants with account balances2010-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01111
Total number of active participants reported on line 7a of the Form 55002009-01-01117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01166
Number of participants with account balances2009-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN

Measure Date Value
2021 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$8,970
Total transfer of assets from this plan2021-12-31$81,903,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,433,016
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,676,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,568,391
Expenses. Certain deemed distributions of participant loans2021-12-31$87,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,545,687
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$66,138,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,840
Total interest from all sources2021-12-31$49,849
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$521,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$521,314
Administrative expenses professional fees incurred2021-12-31$5,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,947,178
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$908,354
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,899,820
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,524,287
Other income not declared elsewhere2021-12-31$1,008,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,756,166
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$66,138,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$45,469,231
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,071,332
Interest on participant loans2021-12-31$49,849
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$9,135,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,471,792
Net investment gain/loss from pooled separate accounts2021-12-31$88,768
Net investment gain or loss from common/collective trusts2021-12-31$2,746,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,074,222
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$654,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,568,391
Contract administrator fees2021-12-31$840
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WINDHAM BRANNON LLC
Accountancy firm EIN2021-12-31581763439
2020 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$2,641
Total transfer of assets from this plan2020-12-31$1,260,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$17,028,281
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,504,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,470,317
Value of total corrective distributions2020-12-31$1,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,656,540
Value of total assets at end of year2020-12-31$66,138,204
Value of total assets at beginning of year2020-12-31$53,872,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,145
Total interest from all sources2020-12-31$31,863
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$539,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$539,490
Administrative expenses professional fees incurred2020-12-31$11,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,385,987
Participant contributions at end of year2020-12-31$908,354
Participant contributions at beginning of year2020-12-31$756,657
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$170,956
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,899,820
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,443,452
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,416,703
Other income not declared elsewhere2020-12-31$795,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,523,478
Value of net assets at end of year (total assets less liabilities)2020-12-31$66,138,204
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,872,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$19,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$45,469,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$37,759,945
Value of interest in pooled separate accounts at end of year2020-12-31$5,071,332
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,040,234
Interest on participant loans2020-12-31$31,863
Value of interest in common/collective trusts at end of year2020-12-31$9,135,366
Value of interest in common/collective trusts at beginning of year2020-12-31$7,686,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,409,169
Net investment gain/loss from pooled separate accounts2020-12-31$98,823
Net investment gain or loss from common/collective trusts2020-12-31$1,496,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,853,850
Employer contributions (assets) at end of year2020-12-31$654,101
Employer contributions (assets) at beginning of year2020-12-31$14,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,470,317
Contract administrator fees2020-12-31$2,383
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WINDHAM BRANNON LLC
Accountancy firm EIN2020-12-31581763439
2019 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$2,752,321
Total transfer of assets to this plan2019-12-31$2,752,321
Total transfer of assets from this plan2019-12-31$680,664
Total transfer of assets from this plan2019-12-31$680,664
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,335,721
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,539,107
Total of all expenses incurred2019-12-31$7,539,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,501,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,501,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,632,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,632,231
Value of total assets at end of year2019-12-31$53,872,181
Value of total assets at end of year2019-12-31$53,872,181
Value of total assets at beginning of year2019-12-31$43,003,910
Value of total assets at beginning of year2019-12-31$43,003,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,212
Total interest from all sources2019-12-31$42,176
Total interest from all sources2019-12-31$42,176
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$635,190
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$635,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$635,190
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$635,190
Administrative expenses professional fees incurred2019-12-31$13,600
Administrative expenses professional fees incurred2019-12-31$13,600
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,481,901
Contributions received from participants2019-12-31$1,481,901
Participant contributions at end of year2019-12-31$756,657
Participant contributions at end of year2019-12-31$756,657
Participant contributions at beginning of year2019-12-31$798,609
Participant contributions at beginning of year2019-12-31$798,609
Participant contributions at end of year2019-12-31$170,956
Participant contributions at end of year2019-12-31$170,956
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,443,452
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,443,452
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,011,233
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,011,233
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,263,461
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,263,461
Other income not declared elsewhere2019-12-31$402,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,796,614
Value of net income/loss2019-12-31$8,796,614
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,872,181
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,872,181
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,003,910
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,003,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,000
Investment advisory and management fees2019-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$37,759,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$37,759,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,364,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,364,477
Value of interest in pooled separate accounts at end of year2019-12-31$4,040,234
Value of interest in pooled separate accounts at end of year2019-12-31$4,040,234
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,165,990
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,165,990
Interest on participant loans2019-12-31$42,176
Interest on participant loans2019-12-31$42,176
Value of interest in common/collective trusts at end of year2019-12-31$7,686,528
Value of interest in common/collective trusts at end of year2019-12-31$7,686,528
Value of interest in common/collective trusts at beginning of year2019-12-31$4,751,417
Value of interest in common/collective trusts at beginning of year2019-12-31$4,751,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,791,083
Net investment gain/loss from pooled separate accounts2019-12-31$91,222
Net investment gain or loss from common/collective trusts2019-12-31$1,741,629
Net investment gain or loss from common/collective trusts2019-12-31$1,741,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,886,869
Contributions received in cash from employer2019-12-31$2,886,869
Employer contributions (assets) at end of year2019-12-31$14,409
Employer contributions (assets) at end of year2019-12-31$14,409
Employer contributions (assets) at beginning of year2019-12-31$912,184
Employer contributions (assets) at beginning of year2019-12-31$912,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,501,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,501,895
Contract administrator fees2019-12-31$3,612
Contract administrator fees2019-12-31$3,612
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINDHAM BRANNON LLC
Accountancy firm name2019-12-31WINDHAM BRANNON LLC
Accountancy firm EIN2019-12-31581763439
Accountancy firm EIN2019-12-31581763439
2018 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,186
Total transfer of assets from this plan2018-12-31$583,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,768,676
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,301,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,266,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,129,400
Value of total assets at end of year2018-12-31$43,003,910
Value of total assets at beginning of year2018-12-31$48,119,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,249
Total interest from all sources2018-12-31$34,690
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$12,159
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,183,433
Participant contributions at end of year2018-12-31$798,609
Participant contributions at beginning of year2018-12-31$747,720
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,011,233
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,332,235
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$980,583
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$12,040
Other income not declared elsewhere2018-12-31$-1,355,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,533,029
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,003,910
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$48,119,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,364,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,586,775
Value of interest in pooled separate accounts at end of year2018-12-31$3,165,990
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,789,041
Interest on participant loans2018-12-31$34,690
Value of interest in common/collective trusts at end of year2018-12-31$4,751,417
Value of interest in common/collective trusts at beginning of year2018-12-31$5,029,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,526,771
Net investment gain/loss from pooled separate accounts2018-12-31$64,610
Net investment gain or loss from common/collective trusts2018-12-31$-578,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,965,384
Employer contributions (assets) at end of year2018-12-31$912,184
Employer contributions (assets) at beginning of year2018-12-31$634,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,254,416
Contract administrator fees2018-12-31$3,090
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2018-12-31581763439
2017 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,654,969
Total transfer of assets from this plan2017-12-31$9,598,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,476,862
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,041,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,999,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,519,154
Value of total assets at end of year2017-12-31$48,119,350
Value of total assets at beginning of year2017-12-31$47,627,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,091
Total interest from all sources2017-12-31$31,210
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$473,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$473,226
Administrative expenses professional fees incurred2017-12-31$11,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,940,729
Participant contributions at end of year2017-12-31$747,720
Participant contributions at beginning of year2017-12-31$705,983
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,332,235
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,398,998
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$85,775
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$2,243
Other income not declared elsewhere2017-12-31$1,933,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,435,850
Value of net assets at end of year (total assets less liabilities)2017-12-31$48,119,350
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$47,627,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,586,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,799,552
Value of interest in pooled separate accounts at end of year2017-12-31$2,789,041
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,926,976
Interest on participant loans2017-12-31$31,210
Value of interest in common/collective trusts at end of year2017-12-31$5,029,490
Value of interest in common/collective trusts at beginning of year2017-12-31$5,141,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,525,185
Net investment gain/loss from pooled separate accounts2017-12-31$51,143
Net investment gain or loss from common/collective trusts2017-12-31$943,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,492,650
Employer contributions (assets) at end of year2017-12-31$634,089
Employer contributions (assets) at beginning of year2017-12-31$654,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,997,678
Contract administrator fees2017-12-31$9,591
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2017-12-31581763439
2016 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$7,952,281
Total transfer of assets from this plan2016-12-31$712,290
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,387,031
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,353,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,327,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,151,251
Value of total assets at end of year2016-12-31$47,627,035
Value of total assets at beginning of year2016-12-31$34,353,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,099
Total interest from all sources2016-12-31$30,102
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$535,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$535,576
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,075,875
Participant contributions at end of year2016-12-31$705,983
Participant contributions at beginning of year2016-12-31$669,163
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$14,438
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,398,998
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,943,457
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$485,807
Other income not declared elsewhere2016-12-31$5,370,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,033,434
Value of net assets at end of year (total assets less liabilities)2016-12-31$47,627,035
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,353,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$23,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,799,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,680,600
Value of interest in pooled separate accounts at end of year2016-12-31$3,926,976
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,271,413
Interest on participant loans2016-12-31$30,102
Value of interest in common/collective trusts at end of year2016-12-31$5,141,056
Value of interest in common/collective trusts at beginning of year2016-12-31$4,260,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-1,903,230
Net investment gain/loss from pooled separate accounts2016-12-31$58,688
Net investment gain or loss from common/collective trusts2016-12-31$143,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,589,569
Employer contributions (assets) at end of year2016-12-31$654,470
Employer contributions (assets) at beginning of year2016-12-31$513,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,327,498
Contract administrator fees2016-12-31$2,865
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2016-12-31581763439
2015 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$246,061
Total transfer of assets from this plan2015-12-31$974,682
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,807,759
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,184,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,147,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,313,322
Value of total assets at end of year2015-12-31$34,353,610
Value of total assets at beginning of year2015-12-31$33,459,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,737
Total interest from all sources2015-12-31$20,800
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$11,225
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,626,423
Participant contributions at end of year2015-12-31$669,163
Participant contributions at beginning of year2015-12-31$485,703
Participant contributions at end of year2015-12-31$14,438
Participant contributions at beginning of year2015-12-31$69,513
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,943,457
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,244,330
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$443,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,623,026
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,353,610
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,459,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$17,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,680,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,248,965
Value of interest in pooled separate accounts at end of year2015-12-31$2,271,413
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,180,807
Interest on participant loans2015-12-31$20,800
Value of interest in common/collective trusts at end of year2015-12-31$4,260,759
Value of interest in common/collective trusts at beginning of year2015-12-31$3,558,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-526,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,243,721
Employer contributions (assets) at end of year2015-12-31$513,780
Employer contributions (assets) at beginning of year2015-12-31$671,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,147,996
Contract administrator fees2015-12-31$8,012
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2015-12-31581763439
2014 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,845,040
Total transfer of assets from this plan2014-12-31$1,049,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,665,751
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,693,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,648,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,143,920
Value of total assets at end of year2014-12-31$33,459,205
Value of total assets at beginning of year2014-12-31$28,691,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,290
Total interest from all sources2014-12-31$18,377
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$45,290
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,365,429
Participant contributions at end of year2014-12-31$485,703
Participant contributions at beginning of year2014-12-31$264,173
Participant contributions at end of year2014-12-31$69,513
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,244,330
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$989,907
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$638,900
Other income not declared elsewhere2014-12-31$495,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,972,162
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,459,205
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,691,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,248,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,018,649
Value of interest in pooled separate accounts at end of year2014-12-31$2,180,807
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,885,119
Interest on participant loans2014-12-31$18,377
Value of interest in common/collective trusts at end of year2014-12-31$3,558,586
Value of interest in common/collective trusts at beginning of year2014-12-31$3,124,803
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$7,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,527,985
Net investment gain/loss from pooled separate accounts2014-12-31$35,146
Net investment gain or loss from common/collective trusts2014-12-31$444,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,139,591
Employer contributions (assets) at end of year2014-12-31$671,301
Employer contributions (assets) at beginning of year2014-12-31$408,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,640,891
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2014-12-31581763439
2013 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$4,188,427
Total transfer of assets from this plan2013-12-31$163,984
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,182,194
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,246,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,216,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,434,525
Value of total assets at end of year2013-12-31$28,691,165
Value of total assets at beginning of year2013-12-31$19,731,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,232
Total interest from all sources2013-12-31$13,152
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,043
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,312,233
Participant contributions at end of year2013-12-31$264,173
Participant contributions at beginning of year2013-12-31$276,859
Assets. Other investments not covered elsewhere at end of year2013-12-31$989,907
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$769,368
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$219,048
Other income not declared elsewhere2013-12-31$160,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,935,680
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,691,165
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,731,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,599
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,018,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,425,558
Value of interest in pooled separate accounts at end of year2013-12-31$1,885,119
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,678,018
Interest on participant loans2013-12-31$13,152
Value of interest in common/collective trusts at end of year2013-12-31$3,124,803
Value of interest in common/collective trusts at beginning of year2013-12-31$2,028,460
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,799,359
Net investment gain/loss from pooled separate accounts2013-12-31$32,286
Net investment gain or loss from common/collective trusts2013-12-31$742,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$903,244
Employer contributions (assets) at end of year2013-12-31$408,514
Employer contributions (assets) at beginning of year2013-12-31$552,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,209,599
Contract administrator fees2013-12-31$4,590
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2013-12-31581763439
2012 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,125,604
Total transfer of assets from this plan2012-12-31$651,463
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,929,923
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,523,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,496,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,484,139
Value of total assets at end of year2012-12-31$19,731,042
Value of total assets at beginning of year2012-12-31$18,850,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,344
Total interest from all sources2012-12-31$9,886
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$13,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$979,856
Participant contributions at end of year2012-12-31$276,859
Participant contributions at beginning of year2012-12-31$209,162
Assets. Other investments not covered elsewhere at end of year2012-12-31$769,368
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$687,231
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$486,700
Other income not declared elsewhere2012-12-31$103,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-593,639
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,731,042
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,850,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$12,323
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,425,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,534,681
Value of interest in pooled separate accounts at end of year2012-12-31$1,678,018
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,179,398
Interest on participant loans2012-12-31$9,886
Value of interest in common/collective trusts at end of year2012-12-31$2,028,460
Value of interest in common/collective trusts at beginning of year2012-12-31$1,752,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,022,648
Net investment gain/loss from pooled separate accounts2012-12-31$40,615
Net investment gain or loss from common/collective trusts2012-12-31$269,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,017,583
Employer contributions (assets) at end of year2012-12-31$552,779
Employer contributions (assets) at beginning of year2012-12-31$487,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,490,191
Contract administrator fees2012-12-31$2,021
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2012-12-31581763439
2011 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$2,006,699
Total transfer of assets from this plan2011-12-31$397,489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,650,227
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,404,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,388,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,874,952
Value of total assets at end of year2011-12-31$18,850,540
Value of total assets at beginning of year2011-12-31$16,995,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,848
Total interest from all sources2011-12-31$7,679
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$11,461
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$937,158
Participant contributions at end of year2011-12-31$209,162
Participant contributions at beginning of year2011-12-31$181,731
Assets. Other investments not covered elsewhere at end of year2011-12-31$687,231
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$739,850
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$62,876
Other income not declared elsewhere2011-12-31$20,477
Administrative expenses (other) incurred2011-12-31$2,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$245,927
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,850,540
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,995,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,534,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,996,505
Value of interest in pooled separate accounts at end of year2011-12-31$1,179,398
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,005,024
Interest on participant loans2011-12-31$7,679
Value of interest in common/collective trusts at end of year2011-12-31$1,752,782
Value of interest in common/collective trusts at beginning of year2011-12-31$597,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-320,988
Net investment gain/loss from pooled separate accounts2011-12-31$40,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$874,918
Employer contributions (assets) at end of year2011-12-31$487,286
Employer contributions (assets) at beginning of year2011-12-31$474,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,388,452
Contract administrator fees2011-12-31$1,934
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2011-12-31581763439
2010 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$4,014,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,874,995
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$416,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$415,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,073,995
Value of total assets at end of year2010-12-31$16,995,403
Value of total assets at beginning of year2010-12-31$9,522,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$565
Total interest from all sources2010-12-31$7,022
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$878,524
Participant contributions at end of year2010-12-31$181,731
Participant contributions at beginning of year2010-12-31$116,551
Assets. Other investments not covered elsewhere at end of year2010-12-31$739,850
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$167,032
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$156,444
Other income not declared elsewhere2010-12-31$132,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,458,840
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,995,403
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,522,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,996,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,645,066
Value of interest in pooled separate accounts at end of year2010-12-31$1,005,024
Value of interest in pooled separate accounts at beginning of year2010-12-31$735,965
Interest on participant loans2010-12-31$7,022
Value of interest in common/collective trusts at end of year2010-12-31$597,609
Value of interest in common/collective trusts at beginning of year2010-12-31$451,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$4,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,570,412
Net investment gain/loss from pooled separate accounts2010-12-31$21,415
Net investment gain or loss from common/collective trusts2010-12-31$69,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,039,027
Employer contributions (assets) at end of year2010-12-31$474,684
Employer contributions (assets) at beginning of year2010-12-31$405,873
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$410,655
Contract administrator fees2010-12-31$565
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WINDHAM BRANNON
Accountancy firm EIN2010-12-31581763439
2009 : FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN

2021: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FISHER & PHILLIPS LLP PROFESSIONAL EMPLOYEES PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered491
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered461
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered391
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered337
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered297
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered218
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered222
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered218
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered188
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered175
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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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