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FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 401k Plan overview

Plan NameFRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN
Plan identification number 001

FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FRED A. MAYFIELD & COMPANY has sponsored the creation of one or more 401k plans.

Company Name:FRED A. MAYFIELD & COMPANY
Employer identification number (EIN):581382661
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01FRED A. MAYFIELD2021-06-29 FRED A. MAYFIELD2021-06-29
0012019-01-01FRED A. MAYFIELD2020-07-16 FRED A. MAYFIELD2020-07-16
0012018-01-01FRED A. MAYFIELD2019-09-30 FRED A. MAYFIELD2019-09-30
0012017-01-01FRED A. MAYFIELD FRED A. MAYFIELD2018-07-09
0012016-01-01FRED A. MAYFIELD FRED A.MAYFIELD2017-06-13
0012015-01-01FRED MAYFIELD FRED MAYFIELD2016-10-12
0012014-01-01FRED MAYFIELD FRED MAYFIELD2015-07-27
0012013-01-01FRED A. MAYFIELD FRED A. MAYFIELD2014-06-12
0012012-01-01FRED A. MAYFIELD FRED A. MAYFIELD2013-08-15
0012011-01-01FRED A. MAYFIELD FRED A. MAYFIELD2012-06-21
0012010-01-01FRED A. MAYFIELD FRED A. MAYFIELD2011-07-26
0012009-01-01FRED A. MAYFIELD FRED A. MAYFIELD2010-10-07

Plan Statistics for FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN

401k plan membership statisitcs for FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN

Measure Date Value
2017: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-017
Total participants2017-01-017
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-016
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0111
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
Number of participants with account balances2013-01-017
2012: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2010: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-015
Total of all active and inactive participants2010-01-015
Total participants2010-01-015
Number of participants with account balances2010-01-015
2009: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN

Measure Date Value
2017 : FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$316,173
Expenses. Total of all expenses incurred2017-12-31$194,597
Benefits paid (including direct rollovers)2017-12-31$194,597
Total plan assets at end of year2017-12-31$1,912,846
Total plan assets at beginning of year2017-12-31$1,791,270
Value of fidelity bond covering the plan2017-12-31$170,000
Total contributions received or receivable from participants2017-12-31$51,011
Other income received2017-12-31$241,055
Net income (gross income less expenses)2017-12-31$121,576
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,912,846
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,791,270
Total contributions received or receivable from employer(s)2017-12-31$24,107
2016 : FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$181,411
Expenses. Total of all expenses incurred2016-12-31$66,216
Benefits paid (including direct rollovers)2016-12-31$65,652
Total plan assets at end of year2016-12-31$1,791,270
Total plan assets at beginning of year2016-12-31$1,676,075
Value of fidelity bond covering the plan2016-12-31$170,000
Total contributions received or receivable from participants2016-12-31$50,014
Other income received2016-12-31$103,909
Net income (gross income less expenses)2016-12-31$115,195
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,791,270
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,676,075
Total contributions received or receivable from employer(s)2016-12-31$27,488
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$564
2015 : FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-2,137
Expenses. Total of all expenses incurred2015-12-31$26,917
Benefits paid (including direct rollovers)2015-12-31$26,093
Total plan assets at end of year2015-12-31$1,676,075
Total plan assets at beginning of year2015-12-31$1,705,129
Value of fidelity bond covering the plan2015-12-31$170,000
Total contributions received or receivable from participants2015-12-31$49,706
Other income received2015-12-31$-81,331
Net income (gross income less expenses)2015-12-31$-29,054
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,676,075
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,705,129
Total contributions received or receivable from employer(s)2015-12-31$29,488
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$824
2014 : FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$44,615
Expenses. Total of all expenses incurred2014-12-31$23,922
Benefits paid (including direct rollovers)2014-12-31$23,073
Total plan assets at end of year2014-12-31$1,705,129
Total plan assets at beginning of year2014-12-31$1,684,436
Value of fidelity bond covering the plan2014-12-31$170,000
Total contributions received or receivable from participants2014-12-31$44,008
Other income received2014-12-31$-47,174
Net income (gross income less expenses)2014-12-31$20,693
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,705,129
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,684,436
Total contributions received or receivable from employer(s)2014-12-31$47,781
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$849
2013 : FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$289,086
Expenses. Total of all expenses incurred2013-12-31$15,815
Benefits paid (including direct rollovers)2013-12-31$15,000
Total plan assets at end of year2013-12-31$1,684,436
Total plan assets at beginning of year2013-12-31$1,411,165
Value of fidelity bond covering the plan2013-12-31$130,000
Total contributions received or receivable from participants2013-12-31$39,620
Other income received2013-12-31$193,254
Net income (gross income less expenses)2013-12-31$273,271
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,684,436
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,411,165
Total contributions received or receivable from employer(s)2013-12-31$56,212
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$815
2012 : FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$139,118
Expenses. Total of all expenses incurred2012-12-31$17,142
Benefits paid (including direct rollovers)2012-12-31$16,570
Total plan assets at end of year2012-12-31$1,411,165
Total plan assets at beginning of year2012-12-31$1,289,189
Value of fidelity bond covering the plan2012-12-31$130,000
Total contributions received or receivable from participants2012-12-31$41,329
Other income received2012-12-31$44,963
Net income (gross income less expenses)2012-12-31$121,976
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,411,165
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,289,189
Total contributions received or receivable from employer(s)2012-12-31$52,826
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$572
2011 : FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-56,300
Expenses. Total of all expenses incurred2011-12-31$10,668
Benefits paid (including direct rollovers)2011-12-31$10,000
Total plan assets at end of year2011-12-31$1,289,189
Total plan assets at beginning of year2011-12-31$1,356,157
Value of fidelity bond covering the plan2011-12-31$130,000
Total contributions received or receivable from participants2011-12-31$40,049
Other income received2011-12-31$-144,138
Net income (gross income less expenses)2011-12-31$-66,968
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,289,189
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,356,157
Total contributions received or receivable from employer(s)2011-12-31$47,789
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$668
2010 : FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$161,278
Expenses. Total of all expenses incurred2010-12-31$26,397
Benefits paid (including direct rollovers)2010-12-31$25,857
Total plan assets at end of year2010-12-31$1,356,157
Total plan assets at beginning of year2010-12-31$1,221,276
Value of fidelity bond covering the plan2010-12-31$130,000
Total contributions received or receivable from participants2010-12-31$39,638
Other income received2010-12-31$76,731
Net income (gross income less expenses)2010-12-31$134,881
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,356,157
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,221,276
Total contributions received or receivable from employer(s)2010-12-31$44,909
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$540

Form 5500 Responses for FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN

2017: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FRED A. MAYFIELD & COMPANY PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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