DAVID J. FISHER, CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID J. FISHER CPA 401(K) PLAN & TRUST
401k plan membership statisitcs for DAVID J. FISHER CPA 401(K) PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : DAVID J. FISHER CPA 401(K) PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-10 | 236072 |
| Net assets as of the end of the plan year | 2025-07-10 | 144263 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 237487 |
| Value of plan covered by a fidelity bond | 2025-07-10 | 100000 |
| Participant contributions to plan in this plan year | 2025-07-10 | 77428 |
| Other expenses paid from plan in this plan year | 2025-07-10 | 0 |
| Other contributions to plan in this plan year | 2025-07-10 | 0 |
| Other income to plan in this plan year | 2025-07-10 | 6609 |
| Plan net income in this plan year | 2025-07-10 | -93224 |
| Net assets as of the end of the plan year | 2025-07-10 | 144263 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 237487 |
| Employer contributions to plan in this plan year | 2025-07-10 | 58811 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-10 | 3309 |
| 2024 : DAVID J. FISHER CPA 401(K) PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-26 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-26 | 24008 |
| Net assets as of the end of the plan year | 2024-08-26 | 237487 |
| Total assets as of the beginning of the plan year | 2024-08-26 | 131643 |
| Value of plan covered by a fidelity bond | 2024-08-26 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-26 | 64946 |
| Other expenses paid from plan in this plan year | 2024-08-26 | 0 |
| Other contributions to plan in this plan year | 2024-08-26 | 0 |
| Other income to plan in this plan year | 2024-08-26 | 7785 |
| Plan net income in this plan year | 2024-08-26 | 105844 |
| Net assets as of the end of the plan year | 2024-08-26 | 237487 |
| Net assets as of the beginning of the plan year | 2024-08-26 | 131643 |
| Employer contributions to plan in this plan year | 2024-08-26 | 57121 |
| Fees paid to broker by Benefit Provider | 2024-08-26 | 1066 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-26 | 2499 |
| 2022 : DAVID J. FISHER CPA 401(K) PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-03 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-03 | 3167 |
| Net assets as of the end of the plan year | 2022-10-03 | 234828 |
| Total assets as of the beginning of the plan year | 2022-10-03 | 149020 |
| Value of plan covered by a fidelity bond | 2022-10-03 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-03 | 59662 |
| Other expenses paid from plan in this plan year | 2022-10-03 | 0 |
| Other contributions to plan in this plan year | 2022-10-03 | 0 |
| Other income to plan in this plan year | 2022-10-03 | 8608 |
| Plan net income in this plan year | 2022-10-03 | 85808 |
| Net assets as of the end of the plan year | 2022-10-03 | 234828 |
| Net assets as of the beginning of the plan year | 2022-10-03 | 149020 |
| Employer contributions to plan in this plan year | 2022-10-03 | 20705 |
| Fees paid to broker by Benefit Provider | 2022-10-03 | 1219 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-03 | 3167 |
