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JEFFREY S. FISCHGRUND CASH BALANCE PLAN 401k Plan overview

Plan NameJEFFREY S. FISCHGRUND CASH BALANCE PLAN
Plan identification number 003

JEFFREY S. FISCHGRUND CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='880741627' AND PlanID='003'

401k Sponsoring company profile

JEFFREY S FISCHGRUND CONSULTING LLC has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY S FISCHGRUND CONSULTING LLC
Employer identification number (EIN):880741627
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY S. FISCHGRUND CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JEFFREY S. FISCHGRUND2024-03-19
0032022-01-01JEFFREY S. FISCHGRUND2023-06-27

Financial Data on JEFFREY S. FISCHGRUND CASH BALANCE PLAN

Measure Date Value
2025 : JEFFREY S. FISCHGRUND CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-11-100
Total liabilities as of the beginning of the plan year2025-11-100
Total expenses incurred by plan in this plan year2025-11-101101156
Net assets as of the end of the plan year2025-11-100
Total assets as of the beginning of the plan year2025-11-101012612
Other income to plan in this plan year2025-11-1088544
Plan net income in this plan year2025-11-10-1012612
Net assets as of the end of the plan year2025-11-100
Net assets as of the beginning of the plan year2025-11-101012612
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-106703
Total transfers to/from plan in this plan year2025-07-220
Total liabilities as of the end of the plan year2025-07-220
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-227292
Net assets as of the end of the plan year2025-07-221012612
Total assets as of the beginning of the plan year2025-07-22749623
Participant contributions to plan in this plan year2025-07-220
Other expenses paid from plan in this plan year2025-07-220
Other contributions to plan in this plan year2025-07-220
Other income to plan in this plan year2025-07-2283166
Plan net income in this plan year2025-07-22262989
Net assets as of the end of the plan year2025-07-221012612
Net assets as of the beginning of the plan year2025-07-22749623
Employer contributions to plan in this plan year2025-07-22187115
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-227292
2024 : JEFFREY S. FISCHGRUND CASH BALANCE PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-03-190
Total liabilities as of the beginning of the plan year2024-03-190
Total expenses incurred by plan in this plan year2024-03-190
Net assets as of the end of the plan year2024-03-19749623
Total assets as of the beginning of the plan year2024-03-19478139
Participant contributions to plan in this plan year2024-03-190
Other contributions to plan in this plan year2024-03-190
Other income to plan in this plan year2024-03-1947984
Plan net income in this plan year2024-03-19271484
Net assets as of the end of the plan year2024-03-19749623
Net assets as of the beginning of the plan year2024-03-19478139
Employer contributions to plan in this plan year2024-03-19223500

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