NICOLOSI & FITCH, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2020: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 69 |
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 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 70 |
Number of participants with account balances | 2020-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 65 |
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 | 2 |
Total of all active and inactive participants | 2019-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 67 |
Number of participants with account balances | 2019-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 63 |
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 | 3 |
Total of all active and inactive participants | 2018-01-01 | 66 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 66 |
Number of participants with account balances | 2018-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 59 |
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 | 13 |
Total of all active and inactive participants | 2017-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 72 |
Number of participants with account balances | 2017-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 51 |
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 | 6 |
Total of all active and inactive participants | 2016-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 57 |
Number of participants with account balances | 2016-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 63 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 65 |
Number of participants with account balances | 2015-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2009: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 0 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2020 : NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $84,240 |
Expenses. Total of all expenses incurred | 2020-12-31 | $21,949 |
Benefits paid (including direct rollovers) | 2020-12-31 | $7,292 |
Total plan assets at end of year | 2020-12-31 | $263,497 |
Total plan assets at beginning of year | 2020-12-31 | $201,206 |
Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
Total contributions received or receivable from participants | 2020-12-31 | $56,281 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $27,959 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $62,291 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $263,497 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $201,206 |
Assets. Value of participant loans | 2020-12-31 | $2,605 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $11,915 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,742 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $93,430 |
Expenses. Total of all expenses incurred | 2019-12-31 | $71,605 |
Benefits paid (including direct rollovers) | 2019-12-31 | $63,826 |
Total plan assets at end of year | 2019-12-31 | $201,206 |
Total plan assets at beginning of year | 2019-12-31 | $179,381 |
Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
Total contributions received or receivable from participants | 2019-12-31 | $58,035 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $855 |
Other income received | 2019-12-31 | $34,540 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $21,825 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $201,206 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $179,381 |
Assets. Value of participant loans | 2019-12-31 | $5,090 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $4,796 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,983 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $45,880 |
Expenses. Total of all expenses incurred | 2018-12-31 | $20,901 |
Benefits paid (including direct rollovers) | 2018-12-31 | $17,991 |
Total plan assets at end of year | 2018-12-31 | $179,381 |
Total plan assets at beginning of year | 2018-12-31 | $154,402 |
Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
Total contributions received or receivable from participants | 2018-12-31 | $58,586 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-12,706 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $24,979 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $179,381 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $154,402 |
Assets. Value of participant loans | 2018-12-31 | $4,515 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,910 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $90,500 |
Expenses. Total of all expenses incurred | 2017-12-31 | $3,466 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,455 |
Total plan assets at end of year | 2017-12-31 | $154,402 |
Total plan assets at beginning of year | 2017-12-31 | $67,368 |
Value of fidelity bond covering the plan | 2017-12-31 | $10,000 |
Total contributions received or receivable from participants | 2017-12-31 | $48,508 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $26,351 |
Other income received | 2017-12-31 | $15,641 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $87,034 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $154,402 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $67,368 |
Assets. Value of participant loans | 2017-12-31 | $1,814 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,011 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $53,938 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,305 |
Benefits paid (including direct rollovers) | 2016-12-31 | $264 |
Total plan assets at end of year | 2016-12-31 | $67,368 |
Total plan assets at beginning of year | 2016-12-31 | $14,735 |
Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
Total contributions received or receivable from participants | 2016-12-31 | $50,652 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $3,286 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $52,633 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $67,368 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $14,735 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,041 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $15,127 |
Expenses. Total of all expenses incurred | 2015-12-31 | $392 |
Benefits paid (including direct rollovers) | 2015-12-31 | $285 |
Total plan assets at end of year | 2015-12-31 | $14,735 |
Total plan assets at beginning of year | 2015-12-31 | $0 |
Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
Total contributions received or receivable from participants | 2015-12-31 | $14,710 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $626 |
Other income received | 2015-12-31 | $-209 |
Net income (gross income less expenses) | 2015-12-31 | $14,735 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $14,735 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $107 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2009 : NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-06-30 | $0 |
2020: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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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 – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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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 – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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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 – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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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 – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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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 – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | First time form 5500 has been submitted | Yes |
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 – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NICOLOSI & FITCH, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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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 | Yes |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |