GARY FITZPATRICK AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GARY FITZPATRICK AGENCY, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : GARY FITZPATRICK AGENCY, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $-7,939 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $19 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $19 |
| Total plan assets at end of year | 2024-01-01 | $0 |
| Total plan assets at beginning of year | 2024-01-01 | $7,958 |
| Total contributions received or receivable from participants | 2024-01-01 | $0 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $-7,939 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $-7,958 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $7,958 |
| Assets. Value of employer securities | 2024-01-01 | $0 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $0 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $0 |
| 2023 : GARY FITZPATRICK AGENCY, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $-21,646 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $7,958 |
| Total plan assets at beginning of year | 2023-12-31 | $29,604 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $-21,646 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-21,646 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $7,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $29,604 |
| Assets. Value of employer securities | 2023-12-31 | $7,935 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : GARY FITZPATRICK AGENCY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $17,436 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $29,604 |
| Total plan assets at beginning of year | 2022-12-31 | $12,168 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $17,436 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $17,436 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $29,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,168 |
| Assets. Value of employer securities | 2022-12-31 | $29,579 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : GARY FITZPATRICK AGENCY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $-3,022 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $12,168 |
| Total plan assets at beginning of year | 2021-12-31 | $15,190 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $-3,022 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-3,022 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $12,168 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,190 |
| Assets. Value of employer securities | 2021-12-31 | $11,758 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| 2020 : GARY FITZPATRICK AGENCY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $-35,644 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $15,190 |
| Total plan assets at beginning of year | 2020-12-31 | $50,834 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $-35,644 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-35,644 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $15,190 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $50,834 |
| Assets. Value of employer securities | 2020-12-31 | $14,596 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : GARY FITZPATRICK AGENCY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $-62,907 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $15 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $50,834 |
| Total plan assets at beginning of year | 2019-12-31 | $113,756 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $15 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $-62,907 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-62,922 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $50,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $113,756 |
| Assets. Value of employer securities | 2019-12-31 | $50,553 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : GARY FITZPATRICK AGENCY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-86,265 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $113,756 |
| Total plan assets at beginning of year | 2018-12-31 | $200,021 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-86,265 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-86,265 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $113,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $200,021 |
| Assets. Value of employer securities | 2018-12-31 | $112,720 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : GARY FITZPATRICK AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $200,021 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $200,021 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $200,000 |
| Other income received | 2017-12-31 | $21 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $200,021 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $200,021 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $199,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
