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J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameJ PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST 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.
  • 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

J. PATRICK FITZGERALD ASSOCI has sponsored the creation of one or more 401k plans.

Company Name:J. PATRICK FITZGERALD ASSOCI
Employer identification number (EIN):650205213
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MAURA JENNINGS2024-07-10 MAURA JENNINGS2024-07-10
0012022-01-01MAURA JENNINGS2023-07-13 MAURA JENNINGS2023-07-13
0012021-01-01MAURA JENNINGS2022-07-06
0012020-01-01MAURA JENNINGS2021-07-19
0012019-01-01MAURA JENNINGS2020-07-10
0012018-01-01MAURA JENNINGS2019-07-01
0012017-01-01MAURA JENNINGS2018-07-03
0012016-01-01MAURA JENNINGS2017-07-14
0012015-01-01MAURA JENNINGS2016-07-22
0012014-01-01MAURA JENNINGS2015-07-23
0012013-01-01MAURA JENNINGS2014-07-14
0012012-01-01J. PATRICK FITZGERALD ASSOCI2013-07-30
0012011-01-01J. PATRICK FITZGERALD ASSOCI2012-07-02
0012010-01-01J. PATRICK FITZGERALD ASSOCI2011-06-29
0012009-01-01J. PATRICK FITZGERALD ASSOCI

Plan Statistics for J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-149
Total number of particpants at end of year2025-07-149
Number of Participants With Account Balances2025-07-149
2024: J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-1011
Total number of particpants at end of year2024-07-109
Number of Participants With Account Balances2024-07-109
2009: J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-140
Total expenses incurred by plan in this plan year2025-07-1462
Net assets as of the end of the plan year2025-07-143373483
Total assets as of the beginning of the plan year2025-07-142795729
Value of plan covered by a fidelity bond2025-07-14265000
Participant contributions to plan in this plan year2025-07-14106900
Other income to plan in this plan year2025-07-14435854
Plan net income in this plan year2025-07-14577754
Net assets as of the end of the plan year2025-07-143373483
Net assets as of the beginning of the plan year2025-07-142795729
Value of employer contributions paid2025-07-140
Employer contributions to plan in this plan year2025-07-1435062
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1462
2024 : J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-101861
Net assets as of the end of the plan year2024-07-102795729
Total assets as of the beginning of the plan year2024-07-102285145
Value of plan covered by a fidelity bond2024-07-10265000
Participant contributions to plan in this plan year2024-07-1086993
Other income to plan in this plan year2024-07-10395618
Plan net income in this plan year2024-07-10510584
Net assets as of the end of the plan year2024-07-102795729
Net assets as of the beginning of the plan year2024-07-102285145
Value of employer contributions paid2024-07-100
Employer contributions to plan in this plan year2024-07-1029834
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-10250

Form 5500 Responses for J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST

2009: J PATRICK FITZGERALD 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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