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| Plan Name | JAMES E. FISHER INC. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES E. FISHER INC. |
| Employer identification number (EIN): | 871733870 |
| NAIC Classification: | 812990 |
| NAIC Description: | All Other Personal Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-07-23 | ||||
| 001 | 2021-07-23 | JAMES E. FISHER |
| Measure | Date | Value |
|---|---|---|
| 2021 : JAMES E. FISHER INC. RETIREMENT PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-12-31 | $250,001 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $45 |
| Total plan assets at end of year | 2021-12-31 | $249,956 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $45 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $250,000 |
| Other income received | 2021-12-31 | $1 |
| Net income (gross income less expenses) | 2021-12-31 | $249,956 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $249,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $179,970 |
| 2021: JAMES E. FISHER INC. RETIREMENT PLAN 2021 form 5500 responses | ||
|---|---|---|
| 2021-07-23 | Type of plan entity | Single employer plan |
| 2021-07-23 | First time form 5500 has been submitted | Yes |
| 2021-07-23 | Submission has been amended | No |
| 2021-07-23 | This submission is the final filing | No |
| 2021-07-23 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-07-23 | Plan is a collectively bargained plan | No |
| 2021-07-23 | Plan funding arrangement – Trust | Yes |
| 2021-07-23 | Plan benefit arrangement - Trust | Yes |
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