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| Plan Name | THE FITZGERALD GROUP 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE FITZGERALD GROUP, INC. |
| Employer identification number (EIN): | 650405669 |
| NAIC Classification: | 531210 |
| NAIC Description: | Offices of Real Estate Agents and Brokers |
Additional information about THE FITZGERALD GROUP, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1993-05-13 |
| Company Identification Number: | P93000035070 |
| Legal Registered Office Address: |
1800 ELLER DRIVE FT. LAUDERDALE 33316 |
More information about THE FITZGERALD GROUP, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | GINA MASCIARELLI | 2024-04-03 | ||
| 001 | 2022-01-01 | GINA MASCIARELLI | 2023-10-16 | ||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | BRADFORD FITZGERALD | 2015-07-27 | ||
| 001 | 2013-01-01 | BRADFORD FITZGERALD | 2014-10-07 | ||
| 001 | 2012-01-01 | BRADFORD FITZGERALD | 2013-07-16 | ||
| 001 | 2011-01-01 | BRADFORD FITZGERALD | 2012-06-14 | ||
| 001 | 2010-01-01 | BRADFORD FITZGERALD | 2011-06-30 |
| Measure | Date | Value |
|---|---|---|
| 2025: THE FITZGERALD GROUP 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-06-20 | 9 |
| Total number of particpants at end of year | 2025-06-20 | 9 |
| Number of Participants With Account Balances | 2025-06-20 | 5 |
| 2024: THE FITZGERALD GROUP 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-04-03 | 9 |
| Total number of particpants at end of year | 2024-04-03 | 10 |
| Number of Participants With Account Balances | 2024-04-03 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE FITZGERALD GROUP 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-20 | 3 |
| Net assets as of the end of the plan year | 2025-06-20 | 1262638 |
| Total assets as of the beginning of the plan year | 2025-06-20 | 981309 |
| Value of plan covered by a fidelity bond | 2025-06-20 | 100000 |
| Participant contributions to plan in this plan year | 2025-06-20 | 45490 |
| Other income to plan in this plan year | 2025-06-20 | 227951 |
| Plan net income in this plan year | 2025-06-20 | 281329 |
| Net assets as of the end of the plan year | 2025-06-20 | 1262638 |
| Net assets as of the beginning of the plan year | 2025-06-20 | 981309 |
| Employer contributions to plan in this plan year | 2025-06-20 | 7891 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-20 | 3 |
| 2024 : THE FITZGERALD GROUP 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-04-03 | 0 |
| Net assets as of the end of the plan year | 2024-04-03 | 981309 |
| Total assets as of the beginning of the plan year | 2024-04-03 | 727841 |
| Value of plan covered by a fidelity bond | 2024-04-03 | 100000 |
| Participant contributions to plan in this plan year | 2024-04-03 | 42969 |
| Other income to plan in this plan year | 2024-04-03 | 203790 |
| Plan net income in this plan year | 2024-04-03 | 253468 |
| Net assets as of the end of the plan year | 2024-04-03 | 981309 |
| Net assets as of the beginning of the plan year | 2024-04-03 | 727841 |
| Employer contributions to plan in this plan year | 2024-04-03 | 6709 |
| Fees paid to broker by Benefit Provider | 2024-04-03 | 769 |