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ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 401k Plan overview

Plan NameENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN
Plan identification number 001

ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

ENNIS BRITTON CO., LPA has sponsored the creation of one or more 401k plans.

Company Name:ENNIS BRITTON CO., LPA
Employer identification number (EIN):310960551
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01C BRONSTON MCCORD III
0012017-01-01C BRONSTON MCCORD III
0012016-01-01C BRONSTON MCCORD III
0012015-01-01BRONSTON MCCORD2016-03-03
0012014-01-01BRONSTON MCCORD2015-03-23
0012013-01-01BRONSTON MCCORD2014-02-11
0012012-01-01BRONSTON MCCORD2013-02-22
0012011-01-01BRONSTON MCCORD2012-04-02
0012010-01-01BRONSTON MCCORD2011-10-17

Plan Statistics for ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN

401k plan membership statisitcs for ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN

Measure Date Value
2022: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-0117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0120
Number of participants with account balances2022-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0118
Total number of active participants reported on line 7a of the Form 55002021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0117
Total participants2021-01-0117
Number of participants with account balances2021-01-0120
Number of retired or separated participants receiving benefits2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0117
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0118
Number of participants with account balances2020-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118
Total number of active participants reported on line 7a of the Form 55002019-01-0116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0117
Number of participants with account balances2019-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0117
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0118
Number of participants with account balances2018-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0120
Total number of active participants reported on line 7a of the Form 55002017-01-0116
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0117
Number of participants with account balances2017-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0120
Number of participants with account balances2016-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN

Measure Date Value
2022 : ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-659,136
Expenses. Total of all expenses incurred2022-12-31$571,875
Benefits paid (including direct rollovers)2022-12-31$546,271
Total plan assets at end of year2022-12-31$4,751,439
Total plan assets at beginning of year2022-12-31$5,982,450
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$160,196
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,013,451
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,231,011
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,751,439
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,982,450
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$194,119
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$25,604
2021 : ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,032,766
Expenses. Total of all expenses incurred2021-12-31$26,176
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$5,982,450
Total plan assets at beginning of year2021-12-31$4,975,860
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$164,195
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$683,437
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,006,590
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,982,450
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,975,860
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$185,134
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$26,176
2020 : ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,138,087
Expenses. Total of all expenses incurred2020-12-31$326,280
Benefits paid (including direct rollovers)2020-12-31$305,224
Total plan assets at end of year2020-12-31$4,975,860
Total plan assets at beginning of year2020-12-31$4,164,053
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$182,039
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$9,717
Other income received2020-12-31$759,349
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$811,807
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,975,860
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,164,053
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$186,982
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$21,056
2019 : ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,141,752
Expenses. Total of all expenses incurred2019-12-31$31,339
Benefits paid (including direct rollovers)2019-12-31$13,978
Total plan assets at end of year2019-12-31$4,164,053
Total plan assets at beginning of year2019-12-31$3,053,640
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$190,256
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$759,600
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,110,413
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,164,053
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,053,640
Total contributions received or receivable from employer(s)2019-12-31$191,896
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$17,361
2018 : ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$120,348
Expenses. Total of all expenses incurred2018-12-31$511,250
Benefits paid (including direct rollovers)2018-12-31$494,197
Total plan assets at end of year2018-12-31$3,053,640
Total plan assets at beginning of year2018-12-31$3,444,542
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$166,783
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-230,679
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-390,902
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,053,640
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,444,542
Total contributions received or receivable from employer(s)2018-12-31$184,244
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$17,053
2017 : ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$983,968
Expenses. Total of all expenses incurred2017-12-31$1,674,392
Benefits paid (including direct rollovers)2017-12-31$1,656,589
Total plan assets at end of year2017-12-31$3,444,542
Total plan assets at beginning of year2017-12-31$4,134,966
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$158,847
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$624,786
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-690,424
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,444,542
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,134,966
Total contributions received or receivable from employer(s)2017-12-31$200,335
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$17,803
2016 : ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$262,536
Expenses. Total of all expenses incurred2016-12-31$21,483
Benefits paid (including direct rollovers)2016-12-31$870
Total plan assets at end of year2016-12-31$4,134,966
Total plan assets at beginning of year2016-12-31$3,893,913
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$126,518
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$70,013
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$241,053
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,134,966
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,893,913
Total contributions received or receivable from employer(s)2016-12-31$66,005
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$20,613

Form 5500 Responses for ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN

2022: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ENNIS, ROBERTS & FISCHER CO., LPA PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

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