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FLETCHER & PHILLIPS, PLLC 401(K) PLAN 401k Plan overview

Plan NameFLETCHER & PHILLIPS, PLLC 401(K) PLAN
Plan identification number 001

FLETCHER & PHILLIPS, PLLC 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

FLETCHER & PHILLIPS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:FLETCHER & PHILLIPS, PLLC
Employer identification number (EIN):800222298
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about FLETCHER & PHILLIPS, PLLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2008-07-30
Company Identification Number: L08000075752
Legal Registered Office Address: 541 E MONROE ST

JACKSONVILLE

32202

More information about FLETCHER & PHILLIPS, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLETCHER & PHILLIPS, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL R PHILLIPS2024-07-15
0012022-01-01MICHAEL R PHILLIPS2023-06-27
0012021-01-01MICHAEL R PHILLIPS2022-07-29
0012020-01-01MICHAEL R PHILLIPS2021-04-14
0012019-01-01MICHAEL R PHILLIPS2020-05-07
0012018-01-01MICHAEL R PHILLIPS2019-05-08
0012017-01-01MICHAEL R PHILLIPS2018-05-22
0012016-01-01MICHAEL R PHILLIPS2017-03-06
0012015-01-01
0012014-01-01MICHAEL PHILLIPS2015-06-24
0012013-01-01MICHAEL PHILLIPS2014-05-21
0012012-01-01MICHAEL PHILLIPS2013-06-03
0012011-01-01MICHAEL PHILLIPS2012-07-19
0012010-01-01MICHAEL PHILLIPS2011-07-15

Financial Data on FLETCHER & PHILLIPS, PLLC 401(K) PLAN

Measure Date Value
2025 : FLETCHER & PHILLIPS, PLLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-070
Net assets as of the end of the plan year2025-07-07959182
Total assets as of the beginning of the plan year2025-07-07778634
Value of plan covered by a fidelity bond2025-07-07100000
Participant contributions to plan in this plan year2025-07-0732779
Other income to plan in this plan year2025-07-07139321
Plan net income in this plan year2025-07-07180548
Net assets as of the end of the plan year2025-07-07959182
Net assets as of the beginning of the plan year2025-07-07778634
Employer contributions to plan in this plan year2025-07-078448
Fees paid to broker by Benefit Provider2025-07-072859
2024 : FLETCHER & PHILLIPS, PLLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-153769
Net assets as of the end of the plan year2024-07-15778634
Total assets as of the beginning of the plan year2024-07-15584091
Value of plan covered by a fidelity bond2024-07-15100000
Participant contributions to plan in this plan year2024-07-1522495
Other income to plan in this plan year2024-07-15153322
Plan net income in this plan year2024-07-15194543
Net assets as of the end of the plan year2024-07-15778634
Net assets as of the beginning of the plan year2024-07-15584091
Employer contributions to plan in this plan year2024-07-1522495
Fees paid to broker by Benefit Provider2024-07-152213
2022 : FLETCHER & PHILLIPS, PLLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2985906
Net assets as of the end of the plan year2022-07-29791859
Total assets as of the beginning of the plan year2022-07-29741386
Value of plan covered by a fidelity bond2022-07-29100000
Participant contributions to plan in this plan year2022-07-2921894
Value of participant loans at end of plan year2022-07-290
Other income to plan in this plan year2022-07-2992591
Plan net income in this plan year2022-07-2950473
Net assets as of the end of the plan year2022-07-29791859
Net assets as of the beginning of the plan year2022-07-29741386
Employer contributions to plan in this plan year2022-07-2921894
Fees paid to broker by Benefit Provider2022-07-292884
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-29645

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