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Plan Name | R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | R. C. FISCHER & CO. |
Employer identification number (EIN): | 941342776 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about R. C. FISCHER & CO.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2009-05-19 |
Company Identification Number: | F179097 |
Legal Registered Office Address: |
7288 HANOVER GREEN DRIVE MECHANICSVILLE United States of America (USA) 23111 |
More information about R. C. FISCHER & CO.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-04-01 | BRAD BAHL | 2024-01-05 | ||
002 | 2021-04-01 | BRAD BAHL | 2023-01-08 | ||
002 | 2020-04-01 | BRAD BAHL | 2021-12-22 | ||
002 | 2019-04-01 | ||||
002 | 2018-04-01 | ||||
002 | 2017-04-01 | DIRK P. FITZGERALD | |||
002 | 2016-04-01 | DIRK P. FITZGERALD | |||
002 | 2015-04-01 | DIRK P. FITZGERALD | |||
002 | 2014-04-01 | DIRK P. FITZGERALD | |||
002 | 2013-04-01 | DIRK P. FITZGERALD | |||
002 | 2012-04-01 | DIRK P. FITZGERALD | |||
002 | 2011-04-01 | DIRK P. FITZGERALD | |||
002 | 2010-04-01 | DIRK P. FITZGERALD | |||
002 | 2009-04-01 | DIRK P. FITZGERALD |
Measure | Date | Value |
---|---|---|
2022: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-04-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 22 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 8 |
Total of all active and inactive participants | 2022-04-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 0 |
Total participants | 2022-04-01 | 37 |
Number of participants with account balances | 2022-04-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 2 |
2021: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-04-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 23 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 6 |
Total of all active and inactive participants | 2021-04-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 0 |
Total participants | 2021-04-01 | 36 |
Number of participants with account balances | 2021-04-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 1 |
2020: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-04-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 23 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 7 |
Total of all active and inactive participants | 2020-04-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
Total participants | 2020-04-01 | 37 |
Number of participants with account balances | 2020-04-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 2 |
2019: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-04-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 24 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 13 |
Total of all active and inactive participants | 2019-04-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
Total participants | 2019-04-01 | 37 |
Number of participants with account balances | 2019-04-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 0 |
2018: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-04-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 24 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 5 |
Total of all active and inactive participants | 2018-04-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 0 |
Total participants | 2018-04-01 | 36 |
Number of participants with account balances | 2018-04-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 0 |
2017: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-04-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 26 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 9 |
Total of all active and inactive participants | 2017-04-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
Total participants | 2017-04-01 | 40 |
Number of participants with account balances | 2017-04-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 4 |
2016: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-04-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 25 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 8 |
Total of all active and inactive participants | 2016-04-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 0 |
Total participants | 2016-04-01 | 39 |
Number of participants with account balances | 2016-04-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 3 |
2015: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-04-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 26 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 4 |
Total of all active and inactive participants | 2015-04-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
Total participants | 2015-04-01 | 36 |
Number of participants with account balances | 2015-04-01 | 36 |
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 STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-04-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 24 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 4 |
Total of all active and inactive participants | 2014-04-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
Total participants | 2014-04-01 | 36 |
Number of participants with account balances | 2014-04-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
2013: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-04-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 22 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 6 |
Total of all active and inactive participants | 2013-04-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 38 |
Number of participants with account balances | 2013-04-01 | 38 |
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 STOCK OWNERSHIP PLAN 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 | 21 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 5 |
Total of all active and inactive participants | 2012-04-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 36 |
Number of participants with account balances | 2012-04-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
2011: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-04-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 24 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 4 |
Total of all active and inactive participants | 2011-04-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
Total participants | 2011-04-01 | 37 |
Number of participants with account balances | 2011-04-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 3 |
2010: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-04-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 25 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 6 |
Total of all active and inactive participants | 2010-04-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 0 |
Total participants | 2010-04-01 | 38 |
Number of participants with account balances | 2010-04-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 1 |
2009: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-04-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 27 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 9 |
Total of all active and inactive participants | 2009-04-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 41 |
Number of participants with account balances | 2009-04-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data | ||
Total plan liabilities at end of year | 2023-03-31 | $1,581,516 |
Total plan liabilities at beginning of year | 2023-03-31 | $1,648,081 |
Total income from all sources | 2023-03-31 | $803,880 |
Expenses. Total of all expenses incurred | 2023-03-31 | $591,835 |
Benefits paid (including direct rollovers) | 2023-03-31 | $547,072 |
Total plan assets at end of year | 2023-03-31 | $10,495,194 |
Total plan assets at beginning of year | 2023-03-31 | $10,349,714 |
Value of fidelity bond covering the plan | 2023-03-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2023-03-31 | $44,763 |
Other income received | 2023-03-31 | $8,135 |
Net income (gross income less expenses) | 2023-03-31 | $212,045 |
Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $8,913,678 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $8,701,633 |
Assets. Value of employer securities | 2023-03-31 | $10,495,166 |
Total contributions received or receivable from employer(s) | 2023-03-31 | $795,745 |
2022 : R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-03-31 | $1,648,081 |
Total plan liabilities at beginning of year | 2022-03-31 | $478,542 |
Total income from all sources | 2022-03-31 | $925,317 |
Expenses. Total of all expenses incurred | 2022-03-31 | $642,741 |
Total plan assets at end of year | 2022-03-31 | $10,349,714 |
Total plan assets at beginning of year | 2022-03-31 | $8,897,599 |
Value of fidelity bond covering the plan | 2022-03-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2022-03-31 | $14,831 |
Other income received | 2022-03-31 | $63,406 |
Net income (gross income less expenses) | 2022-03-31 | $282,576 |
Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $8,701,633 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $8,419,057 |
Assets. Value of employer securities | 2022-03-31 | $10,349,687 |
Total contributions received or receivable from employer(s) | 2022-03-31 | $861,911 |
Value of corrective distributions | 2022-03-31 | $627,910 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-03-31 | $0 |
2021 : R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-03-31 | $478,542 |
Total plan liabilities at beginning of year | 2021-03-31 | $545,107 |
Total income from all sources | 2021-03-31 | $838,575 |
Expenses. Total of all expenses incurred | 2021-03-31 | $384,389 |
Benefits paid (including direct rollovers) | 2021-03-31 | $367,501 |
Total plan assets at end of year | 2021-03-31 | $8,897,599 |
Total plan assets at beginning of year | 2021-03-31 | $8,509,978 |
Value of fidelity bond covering the plan | 2021-03-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2021-03-31 | $16,888 |
Other income received | 2021-03-31 | $387,621 |
Net income (gross income less expenses) | 2021-03-31 | $454,186 |
Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $8,419,057 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $7,964,871 |
Assets. Value of employer securities | 2021-03-31 | $8,897,571 |
Total contributions received or receivable from employer(s) | 2021-03-31 | $450,954 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
2020 : R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-03-31 | $545,107 |
Total plan liabilities at beginning of year | 2020-03-31 | $667,819 |
Total income from all sources | 2020-03-31 | $-46,871 |
Expenses. Total of all expenses incurred | 2020-03-31 | $672,461 |
Benefits paid (including direct rollovers) | 2020-03-31 | $650,710 |
Total plan assets at end of year | 2020-03-31 | $8,509,978 |
Total plan assets at beginning of year | 2020-03-31 | $9,352,022 |
Value of fidelity bond covering the plan | 2020-03-31 | $350,000 |
Expenses. Other expenses not covered elsewhere | 2020-03-31 | $21,751 |
Other income received | 2020-03-31 | $-842,042 |
Net income (gross income less expenses) | 2020-03-31 | $-719,332 |
Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $7,964,871 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $8,684,203 |
Assets. Value of employer securities | 2020-03-31 | $8,509,950 |
Total contributions received or receivable from employer(s) | 2020-03-31 | $795,171 |
2018 : R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-03-31 | $355,191 |
Total plan liabilities at beginning of year | 2018-03-31 | $438,325 |
Total income from all sources | 2018-03-31 | $1,395,695 |
Expenses. Total of all expenses incurred | 2018-03-31 | $412,914 |
Benefits paid (including direct rollovers) | 2018-03-31 | $396,396 |
Total plan assets at end of year | 2018-03-31 | $6,690,670 |
Total plan assets at beginning of year | 2018-03-31 | $5,791,023 |
Value of fidelity bond covering the plan | 2018-03-31 | $350,000 |
Expenses. Other expenses not covered elsewhere | 2018-03-31 | $16,518 |
Other income received | 2018-03-31 | $899,647 |
Net income (gross income less expenses) | 2018-03-31 | $982,781 |
Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $6,335,479 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $5,352,698 |
Assets. Value of employer securities | 2018-03-31 | $6,690,642 |
Total contributions received or receivable from employer(s) | 2018-03-31 | $496,048 |
2017 : R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-03-31 | $438,325 |
Total plan liabilities at beginning of year | 2017-03-31 | $313,036 |
Total income from all sources | 2017-03-31 | $257,510 |
Expenses. Total of all expenses incurred | 2017-03-31 | $202,308 |
Benefits paid (including direct rollovers) | 2017-03-31 | $177,043 |
Total plan assets at end of year | 2017-03-31 | $5,791,023 |
Total plan assets at beginning of year | 2017-03-31 | $5,610,532 |
Value of fidelity bond covering the plan | 2017-03-31 | $350,000 |
Expenses. Other expenses not covered elsewhere | 2017-03-31 | $25,265 |
Other income received | 2017-03-31 | $-87,089 |
Net income (gross income less expenses) | 2017-03-31 | $55,202 |
Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $5,352,698 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $5,297,496 |
Assets. Value of employer securities | 2017-03-31 | $5,790,996 |
Total contributions received or receivable from employer(s) | 2017-03-31 | $344,599 |
2016 : R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-03-31 | $313,036 |
Total plan liabilities at beginning of year | 2016-03-31 | $348,586 |
Total income from all sources | 2016-03-31 | $116,316 |
Expenses. Total of all expenses incurred | 2016-03-31 | $316,833 |
Benefits paid (including direct rollovers) | 2016-03-31 | $299,989 |
Total plan assets at end of year | 2016-03-31 | $5,610,532 |
Total plan assets at beginning of year | 2016-03-31 | $5,846,599 |
Value of fidelity bond covering the plan | 2016-03-31 | $350,000 |
Expenses. Other expenses not covered elsewhere | 2016-03-31 | $16,844 |
Other income received | 2016-03-31 | $-256,684 |
Net income (gross income less expenses) | 2016-03-31 | $-200,517 |
Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $5,297,496 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $5,498,013 |
Assets. Value of employer securities | 2016-03-31 | $5,578,182 |
Total contributions received or receivable from employer(s) | 2016-03-31 | $373,000 |
2015 : R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-03-31 | $348,586 |
Total plan liabilities at beginning of year | 2015-03-31 | $668,953 |
Total income from all sources | 2015-03-31 | $1,286,959 |
Expenses. Total of all expenses incurred | 2015-03-31 | $281,855 |
Benefits paid (including direct rollovers) | 2015-03-31 | $262,204 |
Total plan assets at end of year | 2015-03-31 | $5,842,069 |
Total plan assets at beginning of year | 2015-03-31 | $5,157,332 |
Value of fidelity bond covering the plan | 2015-03-31 | $350,000 |
Expenses. Other expenses not covered elsewhere | 2015-03-31 | $19,651 |
Other income received | 2015-03-31 | $954,410 |
Net income (gross income less expenses) | 2015-03-31 | $1,005,104 |
Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $5,493,483 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $4,488,379 |
Assets. Value of employer securities | 2015-03-31 | $5,830,355 |
Total contributions received or receivable from employer(s) | 2015-03-31 | $332,549 |
2014 : R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-03-31 | $668,953 |
Total plan liabilities at beginning of year | 2014-03-31 | $720,191 |
Total income from all sources | 2014-03-31 | $737,970 |
Expenses. Total of all expenses incurred | 2014-03-31 | $298,787 |
Benefits paid (including direct rollovers) | 2014-03-31 | $276,329 |
Total plan assets at end of year | 2014-03-31 | $5,157,332 |
Total plan assets at beginning of year | 2014-03-31 | $4,769,387 |
Value of fidelity bond covering the plan | 2014-03-31 | $350,000 |
Expenses. Other expenses not covered elsewhere | 2014-03-31 | $22,458 |
Other income received | 2014-03-31 | $383,037 |
Net income (gross income less expenses) | 2014-03-31 | $439,183 |
Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $4,488,379 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $4,049,196 |
Assets. Value of employer securities | 2014-03-31 | $4,875,938 |
Total contributions received or receivable from employer(s) | 2014-03-31 | $354,933 |
2013 : R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-03-31 | $720,191 |
Total plan liabilities at beginning of year | 2013-03-31 | $747,929 |
Total income from all sources | 2013-03-31 | $1,143,965 |
Expenses. Total of all expenses incurred | 2013-03-31 | $211,938 |
Benefits paid (including direct rollovers) | 2013-03-31 | $186,673 |
Total plan assets at end of year | 2013-03-31 | $4,769,387 |
Total plan assets at beginning of year | 2013-03-31 | $3,865,098 |
Value of fidelity bond covering the plan | 2013-03-31 | $350,000 |
Expenses. Other expenses not covered elsewhere | 2013-03-31 | $25,265 |
Other income received | 2013-03-31 | $873,965 |
Net income (gross income less expenses) | 2013-03-31 | $932,027 |
Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $4,049,196 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $3,117,169 |
Assets. Value of employer securities | 2013-03-31 | $4,492,897 |
Total contributions received or receivable from employer(s) | 2013-03-31 | $270,000 |
2012 : R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-03-31 | $747,929 |
Total plan liabilities at beginning of year | 2012-03-31 | $2,946 |
Total income from all sources | 2012-03-31 | $263,233 |
Expenses. Total of all expenses incurred | 2012-03-31 | $209,447 |
Benefits paid (including direct rollovers) | 2012-03-31 | $181,374 |
Total plan assets at end of year | 2012-03-31 | $3,865,098 |
Total plan assets at beginning of year | 2012-03-31 | $3,066,329 |
Value of fidelity bond covering the plan | 2012-03-31 | $350,000 |
Expenses. Other expenses not covered elsewhere | 2012-03-31 | $28,073 |
Other income received | 2012-03-31 | $-2,767 |
Net income (gross income less expenses) | 2012-03-31 | $53,786 |
Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $3,117,169 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $3,063,383 |
Assets. Value of employer securities | 2012-03-31 | $3,618,931 |
Total contributions received or receivable from employer(s) | 2012-03-31 | $266,000 |
2011 : R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-03-31 | $2,946 |
Total plan liabilities at beginning of year | 2011-03-31 | $4,880 |
Total income from all sources | 2011-03-31 | $199,677 |
Expenses. Total of all expenses incurred | 2011-03-31 | $95,571 |
Benefits paid (including direct rollovers) | 2011-03-31 | $95,571 |
Total plan assets at end of year | 2011-03-31 | $3,066,329 |
Total plan assets at beginning of year | 2011-03-31 | $2,964,157 |
Value of fidelity bond covering the plan | 2011-03-31 | $350,000 |
Other income received | 2011-03-31 | $38,677 |
Net income (gross income less expenses) | 2011-03-31 | $104,106 |
Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $3,063,383 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $2,959,277 |
Assets. Value of employer securities | 2011-03-31 | $3,060,247 |
Total contributions received or receivable from employer(s) | 2011-03-31 | $161,000 |
2022: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Submission has been amended | No |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Trust | Yes |
2022-04-01 | Plan benefit arrangement - Trust | Yes |
2021: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Submission has been amended | No |
2021-04-01 | This submission is the final filing | No |
2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Trust | Yes |
2021-04-01 | Plan benefit arrangement - Trust | Yes |
2020: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Submission has been amended | No |
2020-04-01 | This submission is the final filing | No |
2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-04-01 | Plan is a collectively bargained plan | No |
2020-04-01 | Plan funding arrangement – Trust | Yes |
2020-04-01 | Plan benefit arrangement - Trust | Yes |
2019: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Submission has been amended | No |
2019-04-01 | This submission is the final filing | No |
2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-04-01 | Plan is a collectively bargained plan | No |
2019-04-01 | Plan funding arrangement – Trust | Yes |
2019-04-01 | Plan benefit arrangement - Trust | Yes |
2018: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Submission has been amended | No |
2018-04-01 | This submission is the final filing | No |
2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-04-01 | Plan is a collectively bargained plan | No |
2018-04-01 | Plan funding arrangement – Trust | Yes |
2018-04-01 | Plan benefit arrangement - Trust | Yes |
2017: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Submission has been amended | No |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Trust | Yes |
2017-04-01 | Plan benefit arrangement - Trust | Yes |
2016: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | No |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | No |
2016-04-01 | Plan funding arrangement – Trust | Yes |
2016-04-01 | Plan benefit arrangement - Trust | Yes |
2015: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 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 – Trust | Yes |
2015-04-01 | Plan benefit arrangement - Trust | Yes |
2014: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 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 – Trust | Yes |
2014-04-01 | Plan benefit arrangement - Trust | Yes |
2013: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 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 – Trust | Yes |
2013-04-01 | Plan benefit arrangement - Trust | Yes |
2012: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 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 – Trust | Yes |
2012-04-01 | Plan benefit arrangement - Trust | Yes |
2011: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | No |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | No |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement - Trust | Yes |
2010: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses | ||
2010-04-01 | Type of plan entity | Single employer plan |
2010-04-01 | Submission has been amended | No |
2010-04-01 | This submission is the final filing | No |
2010-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-04-01 | Plan is a collectively bargained plan | No |
2010-04-01 | Plan funding arrangement – Trust | Yes |
2010-04-01 | Plan benefit arrangement - Trust | Yes |
2009: R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement - Trust | Yes |