401k Plan data: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN plan

BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan Name	BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN
Plan identification number	002

BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BAILEY FISHER, PLLC has sponsored the creation of one or more 401k plans.

Company Name: BAILEY FISHER, PLLC

Employer identification number (EIN): 274446012

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about BAILEY FISHER, PLLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2010-12-29

Company Identification Number: L10000132201

Legal Registered Office Address: 150 Spartan Dr. SUITE 100

MAITLAND

32751

More information about BAILEY FISHER, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JAY M. FISHER 2023-09-17 JAY M. FISHER 2023-09-17
002 2021-01-01 JAY M. FISHER 2022-09-07 JAY M. FISHER 2022-09-07
002 2020-01-01 JAY M. FISHER 2021-09-15 JAY M. FISHER 2021-09-15
002 2019-01-01 JAY M. FISHER 2020-09-22 JAY M. FISHER 2020-09-22
002 2018-01-01 JAY M. FISHER 2019-10-11 JAY M. FISHER 2019-10-11
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 BRENDA WREN BRENDA WREN 2013-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JAY M. FISHER	2023-09-17	JAY M. FISHER	2023-09-17
002	2021-01-01	JAY M. FISHER	2022-09-07	JAY M. FISHER	2022-09-07
002	2020-01-01	JAY M. FISHER	2021-09-15	JAY M. FISHER	2021-09-15
002	2019-01-01	JAY M. FISHER	2020-09-22	JAY M. FISHER	2020-09-22
002	2018-01-01	JAY M. FISHER	2019-10-11	JAY M. FISHER	2019-10-11
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	BRENDA WREN		BRENDA WREN	2013-10-15

Plan Statistics for BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN

Measure	Date	Value
2022 : BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$6,782
Total income from all sources	2022-12-31	$105,579
Expenses. Total of all expenses incurred	2022-12-31	$14,835
Total plan assets at end of year	2022-12-31	$5,644,944
Total plan assets at beginning of year	2022-12-31	$5,560,982
Value of fidelity bond covering the plan	2022-12-31	$1,651,187
Total contributions received or receivable from participants	2022-12-31	$77,718
Assets. Value of loans (other than to participants)	2022-12-31	$949,392
Expenses. Other expenses not covered elsewhere	2022-12-31	$2,955
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-77,735
Net income (gross income less expenses)	2022-12-31	$90,744
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,644,944
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,554,200
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$780,270
Total contributions received or receivable from employer(s)	2022-12-31	$105,596
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$11,880
2021 : BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$6,782
Total income from all sources	2021-12-31	$720,555
Expenses. Total of all expenses incurred	2021-12-31	$12,397
Total plan assets at end of year	2021-12-31	$5,560,982
Total plan assets at beginning of year	2021-12-31	$4,846,042
Value of fidelity bond covering the plan	2021-12-31	$3,225,910
Total contributions received or receivable from participants	2021-12-31	$66,611
Assets. Value of loans (other than to participants)	2021-12-31	$1,492,678
Expenses. Other expenses not covered elsewhere	2021-12-31	$12,397
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$539,431
Net income (gross income less expenses)	2021-12-31	$708,158
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,554,200
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,846,042
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$857,136
Total contributions received or receivable from employer(s)	2021-12-31	$114,513
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$596,158
Expenses. Total of all expenses incurred	2020-12-31	$9,809
Total plan assets at end of year	2020-12-31	$4,846,042
Total plan assets at beginning of year	2020-12-31	$4,259,693
Value of fidelity bond covering the plan	2020-12-31	$2,241,089
Total contributions received or receivable from participants	2020-12-31	$65,917
Assets. Value of loans (other than to participants)	2020-12-31	$1,454,921
Expenses. Other expenses not covered elsewhere	2020-12-31	$9,809
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$417,645
Net income (gross income less expenses)	2020-12-31	$586,349
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,846,042
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,259,693
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$1,746,764
Total contributions received or receivable from employer(s)	2020-12-31	$112,596
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : BAILEY FISHER, PLLC RETIREMENT AND SAVINGS 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	$2,992
Total income from all sources	2019-12-31	$534,463
Expenses. Total of all expenses incurred	2019-12-31	$13,963
Benefits paid (including direct rollovers)	2019-12-31	$2,338
Total plan assets at end of year	2019-12-31	$4,259,693
Total plan assets at beginning of year	2019-12-31	$3,742,185
Value of fidelity bond covering the plan	2019-12-31	$2,675,000
Total contributions received or receivable from participants	2019-12-31	$63,981
Assets. Value of loans (other than to participants)	2019-12-31	$1,390,100
Expenses. Other expenses not covered elsewhere	2019-12-31	$11,625
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$454,016
Net income (gross income less expenses)	2019-12-31	$520,500
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,259,693
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,739,193
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$626,892
Total contributions received or receivable from employer(s)	2019-12-31	$16,466
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$2,992
Total plan liabilities at beginning of year	2018-12-31	$45,631
Total income from all sources	2018-12-31	$225,966
Expenses. Total of all expenses incurred	2018-12-31	$10,050
Total plan assets at end of year	2018-12-31	$3,742,185
Total plan assets at beginning of year	2018-12-31	$3,568,908
Value of fidelity bond covering the plan	2018-12-31	$2,500,000
Total contributions received or receivable from participants	2018-12-31	$62,944
Assets. Value of loans (other than to participants)	2018-12-31	$1,935,245
Expenses. Other expenses not covered elsewhere	2018-12-31	$180
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$147,341
Net income (gross income less expenses)	2018-12-31	$215,916
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,739,193
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,523,277
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$623,889
Total contributions received or receivable from employer(s)	2018-12-31	$15,681
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$9,870
2017 : BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$45,631
Total plan liabilities at beginning of year	2017-12-31	$36,000
Total income from all sources	2017-12-31	$430,917
Expenses. Total of all expenses incurred	2017-12-31	$9,919
Total plan assets at end of year	2017-12-31	$3,568,908
Total plan assets at beginning of year	2017-12-31	$3,138,279
Value of fidelity bond covering the plan	2017-12-31	$1,750,000
Total contributions received or receivable from participants	2017-12-31	$62,083
Assets. Value of loans (other than to participants)	2017-12-31	$1,764,574
Expenses. Other expenses not covered elsewhere	2017-12-31	$8,319
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$300,695
Net income (gross income less expenses)	2017-12-31	$420,998
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,523,277
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,102,279
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$512,910
Total contributions received or receivable from employer(s)	2017-12-31	$68,139
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,600
2016 : BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$36,000
Total income from all sources	2016-12-31	$422,162
Expenses. Total of all expenses incurred	2016-12-31	$13,222
Benefits paid (including direct rollovers)	2016-12-31	$6,054
Total plan assets at end of year	2016-12-31	$3,138,279
Total plan assets at beginning of year	2016-12-31	$2,693,339
Value of fidelity bond covering the plan	2016-12-31	$1,769,706
Total contributions received or receivable from participants	2016-12-31	$80,525
Assets. Value of loans (other than to participants)	2016-12-31	$1,073,170
Other income received	2016-12-31	$252,181
Net income (gross income less expenses)	2016-12-31	$408,940
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,102,279
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,693,339
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$444,865
Total contributions received or receivable from employer(s)	2016-12-31	$89,456
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,168
2015 : BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$266,659
Expenses. Total of all expenses incurred	2015-12-31	$62,013
Benefits paid (including direct rollovers)	2015-12-31	$39,920
Total plan assets at end of year	2015-12-31	$2,693,339
Total plan assets at beginning of year	2015-12-31	$2,488,693
Value of fidelity bond covering the plan	2015-12-31	$1,700,700
Total contributions received or receivable from participants	2015-12-31	$56,175
Assets. Value of loans (other than to participants)	2015-12-31	$1,374,116
Expenses. Other expenses not covered elsewhere	2015-12-31	$22,093
Other income received	2015-12-31	$108,913
Net income (gross income less expenses)	2015-12-31	$204,646
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,693,339
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,488,693
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$292,964
Total contributions received or receivable from employer(s)	2015-12-31	$101,571
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$204,777
Expenses. Total of all expenses incurred	2014-12-31	$306,222
Benefits paid (including direct rollovers)	2014-12-31	$292,435
Total plan assets at end of year	2014-12-31	$2,488,693
Total plan assets at beginning of year	2014-12-31	$2,590,138
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$44,549
Assets. Value of loans (other than to participants)	2014-12-31	$461,116
Expenses. Other expenses not covered elsewhere	2014-12-31	$13,787
Other income received	2014-12-31	$148,353
Net income (gross income less expenses)	2014-12-31	$-101,445
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,488,693
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,590,138
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$214,148
Total contributions received or receivable from employer(s)	2014-12-31	$11,875
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$356,833
Expenses. Total of all expenses incurred	2013-12-31	$40,137
Benefits paid (including direct rollovers)	2013-12-31	$25,000
Total plan assets at end of year	2013-12-31	$2,590,138
Total plan assets at beginning of year	2013-12-31	$2,273,442
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$53,122
Assets. Value of loans (other than to participants)	2013-12-31	$371,648
Other income received	2013-12-31	$237,947
Net income (gross income less expenses)	2013-12-31	$316,696
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,590,138
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,273,442
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$138,091
Total contributions received or receivable from employer(s)	2013-12-31	$65,764
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$369,744
Expenses. Total of all expenses incurred	2012-12-31	$74,670
Benefits paid (including direct rollovers)	2012-12-31	$56,328
Total plan assets at end of year	2012-12-31	$2,273,442
Total plan assets at beginning of year	2012-12-31	$1,978,368
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$74,724
Assets. Value of loans (other than to participants)	2012-12-31	$352,801
Expenses. Other expenses not covered elsewhere	2012-12-31	$18,342
Contributions received from other sources (not participants or employers)	2012-12-31	$47,181
Other income received	2012-12-31	$158,305
Net income (gross income less expenses)	2012-12-31	$295,074
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,273,442
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,978,368
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$94,887
Total contributions received or receivable from employer(s)	2012-12-31	$89,534
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN

2022: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

57715

Policy instance

Insurance contract or identification number	57715
Number of Individuals Covered	10
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $8,208
Total amount of fees paid to insurance company	USD $822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,208
Insurance broker organization code?	3
Amount paid for insurance broker fees	822

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

57715

Policy instance

Insurance contract or identification number	57715
Number of Individuals Covered	9
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $8,360
Total amount of fees paid to insurance company	USD $838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,360
Insurance broker organization code?	3
Amount paid for insurance broker fees	838

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

57715

Policy instance

Insurance contract or identification number	57715
Number of Individuals Covered	6
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $6,129
Total amount of fees paid to insurance company	USD $614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,129
Insurance broker organization code?	3
Amount paid for insurance broker fees	614
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

57715

Policy instance

Insurance contract or identification number	57715
Number of Individuals Covered	8
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $5,781
Total amount of fees paid to insurance company	USD $579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,781
Insurance broker organization code?	3
Amount paid for insurance broker fees	579
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

57715

Policy instance

Insurance contract or identification number	57715
Number of Individuals Covered	9
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $5,627
Total amount of fees paid to insurance company	USD $564
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,627
Insurance broker organization code?	4
Amount paid for insurance broker fees	564
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

57715

Policy instance

Insurance contract or identification number	57715
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,957
Total amount of fees paid to insurance company	USD $505
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,957
Insurance broker organization code?	4
Amount paid for insurance broker fees	505
Insurance broker name	PENSION INVESTORS CORP OF ORLANDO

Potentially related plans

BAILEY FISHER, PLLC RETIREMENT AND SAVINGS PLAN [EIN = 593351603]

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Company Name:	BAILEY FISHER, PLLC
Employer identification number (EIN):	274446012
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2010-12-29
Company Identification Number:	L10000132201
Legal Registered Office Address:	150 Spartan Dr. SUITE 100 MAITLAND 32751