R. C. FISCHER & CO. has sponsored the creation of one or more 401k plans.
Additional information about R. C. FISCHER & CO.
Submission information for form 5500 for 401k plan R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST
401k plan membership statisitcs for R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST
Measure | Date | Value |
---|
2015: R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-04-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 29 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 9 |
Total of all active and inactive participants | 2015-04-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
Total participants | 2015-04-01 | 38 |
Number of participants with account balances | 2015-04-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 0 |
2014: R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-04-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 27 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 7 |
Total of all active and inactive participants | 2014-04-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
Total participants | 2014-04-01 | 34 |
Number of participants with account balances | 2014-04-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 1 |
2013: R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-04-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 24 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 8 |
Total of all active and inactive participants | 2013-04-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 32 |
Number of participants with account balances | 2013-04-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
2012: R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-04-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 33 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 11 |
Total of all active and inactive participants | 2012-04-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 44 |
Number of participants with account balances | 2012-04-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 1 |
Measure | Date | Value |
---|
2016 : R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST 2016 401k financial data |
---|
Total income from all sources | 2016-03-31 | $-57,895 |
Expenses. Total of all expenses incurred | 2016-03-31 | $207,363 |
Benefits paid (including direct rollovers) | 2016-03-31 | $206,963 |
Total plan assets at end of year | 2016-03-31 | $5,438,759 |
Total plan assets at beginning of year | 2016-03-31 | $5,704,017 |
Value of fidelity bond covering the plan | 2016-03-31 | $500,000 |
Total contributions received or receivable from participants | 2016-03-31 | $192,685 |
Expenses. Other expenses not covered elsewhere | 2016-03-31 | $400 |
Other income received | 2016-03-31 | $-303,414 |
Net income (gross income less expenses) | 2016-03-31 | $-265,258 |
Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $5,438,759 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $5,704,017 |
Assets. Value of participant loans | 2016-03-31 | $68,404 |
Total contributions received or receivable from employer(s) | 2016-03-31 | $52,834 |
2015 : R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST 2015 401k financial data |
---|
Total income from all sources | 2015-03-31 | $526,764 |
Expenses. Total of all expenses incurred | 2015-03-31 | $618,412 |
Benefits paid (including direct rollovers) | 2015-03-31 | $617,812 |
Total plan assets at end of year | 2015-03-31 | $5,704,017 |
Total plan assets at beginning of year | 2015-03-31 | $5,795,665 |
Value of fidelity bond covering the plan | 2015-03-31 | $500,000 |
Total contributions received or receivable from participants | 2015-03-31 | $186,489 |
Expenses. Other expenses not covered elsewhere | 2015-03-31 | $600 |
Contributions received from other sources (not participants or employers) | 2015-03-31 | $116,110 |
Other income received | 2015-03-31 | $176,451 |
Net income (gross income less expenses) | 2015-03-31 | $-91,648 |
Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $5,704,017 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $5,795,665 |
Assets. Value of participant loans | 2015-03-31 | $67,718 |
Total contributions received or receivable from employer(s) | 2015-03-31 | $47,714 |
2014 : R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST 2014 401k financial data |
---|
Total income from all sources | 2014-03-31 | $805,776 |
Expenses. Total of all expenses incurred | 2014-03-31 | $365,321 |
Benefits paid (including direct rollovers) | 2014-03-31 | $365,071 |
Total plan assets at end of year | 2014-03-31 | $5,795,665 |
Total plan assets at beginning of year | 2014-03-31 | $5,355,210 |
Value of fidelity bond covering the plan | 2014-03-31 | $500,000 |
Total contributions received or receivable from participants | 2014-03-31 | $155,538 |
Contributions received from other sources (not participants or employers) | 2014-03-31 | $4,245 |
Other income received | 2014-03-31 | $600,425 |
Net income (gross income less expenses) | 2014-03-31 | $440,455 |
Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $5,795,665 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $5,355,210 |
Assets. Value of participant loans | 2014-03-31 | $56,594 |
Total contributions received or receivable from employer(s) | 2014-03-31 | $45,568 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-03-31 | $250 |
2013 : R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-03-31 | $558,016 |
Expenses. Total of all expenses incurred | 2013-03-31 | $1,373,543 |
Benefits paid (including direct rollovers) | 2013-03-31 | $1,373,243 |
Total plan assets at end of year | 2013-03-31 | $5,355,210 |
Total plan assets at beginning of year | 2013-03-31 | $6,170,737 |
Value of fidelity bond covering the plan | 2013-03-31 | $500,000 |
Total contributions received or receivable from participants | 2013-03-31 | $148,640 |
Contributions received from other sources (not participants or employers) | 2013-03-31 | $3,994 |
Other income received | 2013-03-31 | $336,271 |
Net income (gross income less expenses) | 2013-03-31 | $-815,527 |
Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $5,355,210 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $6,170,737 |
Assets. Value of participant loans | 2013-03-31 | $51,047 |
Total contributions received or receivable from employer(s) | 2013-03-31 | $69,111 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $300 |
2015: R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST 2015 form 5500 responses |
---|
2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Submission has been amended | No |
2015-04-01 | This submission is the final filing | No |
2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-04-01 | Plan is a collectively bargained plan | No |
2015-04-01 | Plan funding arrangement – Insurance | Yes |
2015-04-01 | Plan funding arrangement – Trust | Yes |
2015-04-01 | Plan benefit arrangement – Insurance | Yes |
2015-04-01 | Plan benefit arrangement - Trust | Yes |
2014: R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST 2014 form 5500 responses |
---|
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | No |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement – Insurance | Yes |
2014-04-01 | Plan benefit arrangement - Trust | Yes |
2013: R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST 2013 form 5500 responses |
---|
2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Insurance | Yes |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement – Insurance | Yes |
2013-04-01 | Plan benefit arrangement - Trust | Yes |
2012: R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST 2012 form 5500 responses |
---|
2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Submission has been amended | No |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | No |
2012-04-01 | Plan funding arrangement – Insurance | Yes |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement – Insurance | Yes |
2012-04-01 | Plan benefit arrangement - Trust | Yes |
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9600 |
Policy instance | 1 |
Insurance contract or identification number | ZH9600 | Number of Individuals Covered | 38 | Insurance policy start date | 2015-04-01 | Insurance policy end date | 2016-03-31 | Total amount of commissions paid to insurance broker | USD $13,798 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,798 | Insurance broker organization code? | 3 | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
|
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9600 |
Policy instance | 1 |
Insurance contract or identification number | ZH9600 | Number of Individuals Covered | 34 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Total amount of commissions paid to insurance broker | USD $14,257 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,257 | Insurance broker organization code? | 3 | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
|
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9600 |
Policy instance | 1 |
Insurance contract or identification number | ZH9600 | Number of Individuals Covered | 32 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $10,604 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,604 | Insurance broker organization code? | 3 | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
|
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | ZH9600 |
Policy instance | 1 |
Insurance contract or identification number | ZH9600 | Number of Individuals Covered | 44 | Insurance policy start date | 2012-06-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $25,679 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25,679 | Insurance broker organization code? | 3 | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
|