FITZGERALD & CO., CPAS, P.C. has sponsored the creation of one or more 401k plans.
Additional information about FITZGERALD & CO., CPAS, P.C.
Submission information for form 5500 for 401k plan FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-02 | 8 |
| Total number of particpants at end of year | 2025-04-02 | 7 |
| Number of Participants With Account Balances | 2025-04-02 | 7 |
| 2024: FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-11 | 8 |
| Total number of particpants at end of year | 2024-07-11 | 8 |
| Number of Participants With Account Balances | 2024-07-11 | 8 |
| 2013: FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| 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 | 0 |
| 2012: FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| 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 | 8 |
| 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 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
| 2011: FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 13 |
| Number of participants with account balances | 2011-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
| 2009: FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 15 |
| Number of participants with account balances | 2009-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 10 |
| Measure | Date | Value |
|---|
| 2025 : FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-02 | 262 |
| Total liabilities as of the beginning of the plan year | 2025-04-02 | 262 |
| Total expenses incurred by plan in this plan year | 2025-04-02 | 16408 |
| Net assets as of the end of the plan year | 2025-04-02 | 5408312 |
| Total assets as of the beginning of the plan year | 2025-04-02 | 4247128 |
| Value of plan covered by a fidelity bond | 2025-04-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-02 | 73000 |
| Other expenses paid from plan in this plan year | 2025-04-02 | 0 |
| Other contributions to plan in this plan year | 2025-04-02 | 0 |
| Other income to plan in this plan year | 2025-04-02 | 999746 |
| Plan net income in this plan year | 2025-04-02 | 1161184 |
| Net assets as of the end of the plan year | 2025-04-02 | 5408050 |
| Net assets as of the beginning of the plan year | 2025-04-02 | 4246866 |
| Employer contributions to plan in this plan year | 2025-04-02 | 104846 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-02 | 13706 |
| 2024 : FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-11 | 262 |
| Total liabilities as of the beginning of the plan year | 2024-07-11 | 262 |
| Total expenses incurred by plan in this plan year | 2024-07-11 | 25571 |
| Net assets as of the end of the plan year | 2024-07-11 | 4247128 |
| Total assets as of the beginning of the plan year | 2024-07-11 | 3190212 |
| Value of plan covered by a fidelity bond | 2024-07-11 | 450000 |
| Participant contributions to plan in this plan year | 2024-07-11 | 70200 |
| Other expenses paid from plan in this plan year | 2024-07-11 | 0 |
| Other contributions to plan in this plan year | 2024-07-11 | 0 |
| Other income to plan in this plan year | 2024-07-11 | 912866 |
| Plan net income in this plan year | 2024-07-11 | 1056916 |
| Net assets as of the end of the plan year | 2024-07-11 | 4246866 |
| Net assets as of the beginning of the plan year | 2024-07-11 | 3189950 |
| Employer contributions to plan in this plan year | 2024-07-11 | 99421 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-11 | 11503 |
| 2013 : FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $266,744 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $36,447 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $24,155 |
| Total plan assets at end of year | 2013-12-31 | $1,070,722 |
| Total plan assets at beginning of year | 2013-12-31 | $840,425 |
| Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $53,650 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $33,661 |
| Other income received | 2013-12-31 | $157,621 |
| Net income (gross income less expenses) | 2013-12-31 | $230,297 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,070,722 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $840,425 |
| Assets. Value of participant loans | 2013-12-31 | $24,623 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $8,835 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $21,812 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $12,292 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $-5,910 |
| Total income from all sources | 2012-12-31 | $130,745 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $56,051 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $42,649 |
| Total plan assets at end of year | 2012-12-31 | $840,425 |
| Total plan assets at beginning of year | 2012-12-31 | $771,641 |
| Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $41,107 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $20,351 |
| Other income received | 2012-12-31 | $57,778 |
| Net income (gross income less expenses) | 2012-12-31 | $74,694 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $840,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $771,641 |
| Assets. Value of participant loans | 2012-12-31 | $29,782 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $11,509 |
| Value of corrective distributions | 2012-12-31 | $930 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $12,472 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $67,369 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $19,477 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $7,615 |
| Total plan assets at end of year | 2011-12-31 | $771,641 |
| Total plan assets at beginning of year | 2011-12-31 | $723,749 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $52,893 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $14,442 |
| Other income received | 2011-12-31 | $-14,096 |
| Net income (gross income less expenses) | 2011-12-31 | $47,892 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $771,641 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $723,749 |
| Assets. Value of participant loans | 2011-12-31 | $42,666 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $14,130 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $11,862 |
| 2010 : FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $150,132 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $107,670 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $96,580 |
| Total plan assets at end of year | 2010-12-31 | $723,749 |
| Total plan assets at beginning of year | 2010-12-31 | $681,287 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $79,550 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $23,511 |
| Other income received | 2010-12-31 | $28,063 |
| Net income (gross income less expenses) | 2010-12-31 | $42,462 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $723,749 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $681,287 |
| Assets. Value of participant loans | 2010-12-31 | $55,013 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $19,008 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $11,090 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2013: FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING 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 – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING 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 – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FITZGERALD & CO., CPAS, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
