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FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameFISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN
Plan identification number 001

FISHER & PHILLIPS LLP SAVINGS AND 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.
  • 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

FISHER & PHILLIPS LLP has sponsored the creation of one or more 401k plans.

Company Name:FISHER & PHILLIPS LLP
Employer identification number (EIN):580619559
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about FISHER & PHILLIPS LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2011-04-04
Company Identification Number: 2009899
Legal Registered Office Address: -
-
-
United States of America (USA)
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More information about FISHER & PHILLIPS LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FISHER & PHILLIPS LLP SAVINGS AND 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT C. CHRISTENSON, ESQ.
0012016-01-01ROBERT C. CHRISTENSON, ESQ.
0012015-01-01ROBERT C. CHRISTENSON, ESQ.
0012014-01-01ROBERT C. CHRISTENSON, ESQ.
0012013-01-01ROBERT C. CHRISTENSON, ESQ.
0012012-01-01ROBERT C. CHRISTENSON, ESQ.
0012011-01-01ROBERT C. CHRISTENSON, ESQ. ROBERT C. CHRISTENSON, ESQ.2012-10-16
0012010-01-01ROBERT C. CHRISTENSON, ESQ. ROBERT C. CHRISTENSON, ESQ.2011-10-14
0012009-01-01ROBERT C. CHRISTENSON, ESQ.

Plan Statistics for FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01699
Total number of active participants reported on line 7a of the Form 55002022-01-011,050
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01249
Total of all active and inactive participants2022-01-011,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,303
Number of participants with account balances2022-01-011,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01669
Total number of active participants reported on line 7a of the Form 55002021-01-01535
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01159
Total of all active and inactive participants2021-01-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01699
Number of participants with account balances2021-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01684
Total number of active participants reported on line 7a of the Form 55002020-01-01503
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01135
Total of all active and inactive participants2020-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01641
Number of participants with account balances2020-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0174
2019: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01590
Total number of active participants reported on line 7a of the Form 55002019-01-01538
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01122
Total of all active and inactive participants2019-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01662
Number of participants with account balances2019-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0155
2018: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01506
Total number of active participants reported on line 7a of the Form 55002018-01-01476
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01569
Number of participants with account balances2018-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0154
2017: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01460
Total number of active participants reported on line 7a of the Form 55002017-01-01401
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0185
Total of all active and inactive participants2017-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01487
Number of participants with account balances2017-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0128
2016: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01467
Total number of active participants reported on line 7a of the Form 55002016-01-01357
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01436
Number of participants with account balances2016-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01441
Total number of active participants reported on line 7a of the Form 55002015-01-01360
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0189
Total of all active and inactive participants2015-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01450
Number of participants with account balances2015-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01457
Total number of active participants reported on line 7a of the Form 55002014-01-01357
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01426
Number of participants with account balances2014-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01443
Total number of active participants reported on line 7a of the Form 55002013-01-01351
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0191
Total of all active and inactive participants2013-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01443
Number of participants with account balances2013-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01537
Total number of active participants reported on line 7a of the Form 55002012-01-01328
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01104
Total of all active and inactive participants2012-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01433
Number of participants with account balances2012-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01505
Total number of active participants reported on line 7a of the Form 55002011-01-01334
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0189
Total of all active and inactive participants2011-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01424
Number of participants with account balances2011-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01510
Total number of active participants reported on line 7a of the Form 55002010-01-01296
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0195
Total of all active and inactive participants2010-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01392
Number of participants with account balances2010-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0124
2009: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01513
Total number of active participants reported on line 7a of the Form 55002009-01-01298
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01103
Total of all active and inactive participants2009-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01402
Number of participants with account balances2009-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$27,946
Total unrealized appreciation/depreciation of assets2022-12-31$27,946
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$42,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-25,565,703
Total loss/gain on sale of assets2022-12-31$3,303
Total of all expenses incurred2022-12-31$13,457,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,408,111
Expenses. Certain deemed distributions of participant loans2022-12-31$17,321
Value of total corrective distributions2022-12-31$10,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$29,031,299
Value of total assets at end of year2022-12-31$276,529,722
Value of total assets at beginning of year2022-12-31$315,510,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,399
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$290,428
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,624,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,596,447
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$594,020
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,055,319
Participant contributions at end of year2022-12-31$2,373,319
Participant contributions at beginning of year2022-12-31$2,431,052
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$23,903,740
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,588,504
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$42,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-11,451,271
Administrative expenses (other) incurred2022-12-31$21,399
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-39,023,276
Value of net assets at end of year (total assets less liabilities)2022-12-31$276,487,331
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$315,510,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$227,459,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$225,244,271
Value of interest in pooled separate accounts at end of year2022-12-31$30,205,623
Value of interest in pooled separate accounts at beginning of year2022-12-31$23,895,765
Interest on participant loans2022-12-31$113,702
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$143,997
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$2,096
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$39,529,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,258,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$30,633
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$42,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-43,489,634
Net investment gain/loss from pooled separate accounts2022-12-31$490,891
Net investment gain or loss from common/collective trusts2022-12-31$-7,092,729
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31Yes
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$16,387,476
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$506,515
Income. Dividends from preferred stock2022-12-31$4,899
Income. Dividends from common stock2022-12-31$22,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,408,111
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$227,169
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$9,370,056
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$73,693
Aggregate carrying amount (costs) on sale of assets2022-12-31$70,390
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WINDHAM BRANNON LLC
Accountancy firm EIN2022-12-31581763439
2021 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$81,903,340
Total transfer of assets from this plan2021-12-31$8,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$46,549,978
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$19,018,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,888,005
Expenses. Certain deemed distributions of participant loans2021-12-31$39,065
Value of total corrective distributions2021-12-31$29
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,639,052
Value of total assets at end of year2021-12-31$315,510,607
Value of total assets at beginning of year2021-12-31$206,084,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$91,032
Total interest from all sources2021-12-31$105,875
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,742,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,742,174
Administrative expenses professional fees incurred2021-12-31$10,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,530,271
Participant contributions at end of year2021-12-31$2,431,052
Participant contributions at beginning of year2021-12-31$1,855,556
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$286,947
Assets. Other investments not covered elsewhere at end of year2021-12-31$23,903,740
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,570,154
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$902,318
Other income not declared elsewhere2021-12-31$1,729,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$27,531,847
Value of net assets at end of year (total assets less liabilities)2021-12-31$315,510,607
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$206,084,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$80,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$225,244,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$158,545,174
Value of interest in pooled separate accounts at end of year2021-12-31$23,895,765
Value of interest in pooled separate accounts at beginning of year2021-12-31$17,679,424
Interest on participant loans2021-12-31$105,875
Value of interest in common/collective trusts at end of year2021-12-31$39,529,264
Value of interest in common/collective trusts at beginning of year2021-12-31$14,147,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$24,413,011
Net investment gain/loss from pooled separate accounts2021-12-31$324,535
Net investment gain or loss from common/collective trusts2021-12-31$4,595,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,206,463
Employer contributions (assets) at end of year2021-12-31$506,515
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,888,005
Contract administrator fees2021-12-31$1,032
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WINDHAM BRANNON LLC
Accountancy firm EIN2021-12-31581763439
2020 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,260,096
Total transfer of assets from this plan2020-12-31$2,641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$37,016,719
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,591,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,422,581
Expenses. Certain deemed distributions of participant loans2020-12-31$71,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,208,712
Value of total assets at end of year2020-12-31$206,084,390
Value of total assets at beginning of year2020-12-31$177,401,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,038
Total interest from all sources2020-12-31$74,740
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,827,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,827,986
Administrative expenses professional fees incurred2020-12-31$14,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,027,583
Participant contributions at end of year2020-12-31$1,855,556
Participant contributions at beginning of year2020-12-31$1,755,854
Participant contributions at end of year2020-12-31$286,947
Participant contributions at beginning of year2020-12-31$40,145
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,570,154
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$14,616,217
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,025,124
Other income not declared elsewhere2020-12-31$-1,046,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$27,425,371
Value of net assets at end of year (total assets less liabilities)2020-12-31$206,084,390
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$177,401,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$80,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$158,545,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$132,021,997
Value of interest in pooled separate accounts at end of year2020-12-31$17,679,424
Value of interest in pooled separate accounts at beginning of year2020-12-31$15,787,270
Interest on participant loans2020-12-31$74,740
Value of interest in common/collective trusts at end of year2020-12-31$14,147,135
Value of interest in common/collective trusts at beginning of year2020-12-31$13,155,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,719,285
Net investment gain/loss from pooled separate accounts2020-12-31$391,390
Net investment gain or loss from common/collective trusts2020-12-31$1,840,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,156,005
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$24,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,422,581
Contract administrator fees2020-12-31$3,038
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WINDHAM BRANNON LLC
Accountancy firm EIN2020-12-31581763439
2019 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$680,664
Total transfer of assets to this plan2019-12-31$680,664
Total transfer of assets from this plan2019-12-31$2,752,321
Total transfer of assets from this plan2019-12-31$2,752,321
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$41,485,306
Total income from all sources (including contributions)2019-12-31$41,485,306
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,004,271
Total of all expenses incurred2019-12-31$7,004,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,903,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,903,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,047,557
Value of total assets at end of year2019-12-31$177,401,564
Value of total assets at end of year2019-12-31$177,401,564
Value of total assets at beginning of year2019-12-31$144,992,186
Value of total assets at beginning of year2019-12-31$144,992,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100,746
Total interest from all sources2019-12-31$99,522
Total interest from all sources2019-12-31$99,522
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,948,036
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,948,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,948,036
Administrative expenses professional fees incurred2019-12-31$15,165
Administrative expenses professional fees incurred2019-12-31$15,165
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,717,128
Contributions received from participants2019-12-31$3,717,128
Participant contributions at end of year2019-12-31$1,755,854
Participant contributions at end of year2019-12-31$1,755,854
Participant contributions at beginning of year2019-12-31$1,719,282
Participant contributions at beginning of year2019-12-31$1,719,282
Participant contributions at end of year2019-12-31$40,145
Participant contributions at end of year2019-12-31$40,145
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$14,616,217
Assets. Other investments not covered elsewhere at end of year2019-12-31$14,616,217
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,104,625
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,104,625
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$579,826
Other income not declared elsewhere2019-12-31$5,511,593
Other income not declared elsewhere2019-12-31$5,511,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$34,481,035
Value of net income/loss2019-12-31$34,481,035
Value of net assets at end of year (total assets less liabilities)2019-12-31$177,401,564
Value of net assets at end of year (total assets less liabilities)2019-12-31$177,401,564
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$144,992,186
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$144,992,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$80,000
Investment advisory and management fees2019-12-31$80,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$132,021,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$132,021,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$105,765,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$105,765,674
Value of interest in pooled separate accounts at end of year2019-12-31$15,787,270
Value of interest in pooled separate accounts at end of year2019-12-31$15,787,270
Value of interest in pooled separate accounts at beginning of year2019-12-31$18,461,238
Value of interest in pooled separate accounts at beginning of year2019-12-31$18,461,238
Interest on participant loans2019-12-31$99,522
Interest on participant loans2019-12-31$99,522
Value of interest in common/collective trusts at end of year2019-12-31$13,155,375
Value of interest in common/collective trusts at end of year2019-12-31$13,155,375
Value of interest in common/collective trusts at beginning of year2019-12-31$9,483,610
Value of interest in common/collective trusts at beginning of year2019-12-31$9,483,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,638,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,638,046
Net investment gain/loss from pooled separate accounts2019-12-31$375,075
Net investment gain/loss from pooled separate accounts2019-12-31$375,075
Net investment gain or loss from common/collective trusts2019-12-31$2,865,477
Net investment gain or loss from common/collective trusts2019-12-31$2,865,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,750,603
Employer contributions (assets) at end of year2019-12-31$24,706
Employer contributions (assets) at end of year2019-12-31$24,706
Employer contributions (assets) at beginning of year2019-12-31$457,757
Employer contributions (assets) at beginning of year2019-12-31$457,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,903,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,903,525
Contract administrator fees2019-12-31$5,581
Contract administrator fees2019-12-31$5,581
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINDHAM BRANNON LLC
Accountancy firm name2019-12-31WINDHAM BRANNON LLC
Accountancy firm EIN2019-12-31581763439
Accountancy firm EIN2019-12-31581763439
2018 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$583,597
Total transfer of assets from this plan2018-12-31$1,186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,645,240
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,652,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,553,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,678,628
Value of total assets at end of year2018-12-31$144,992,186
Value of total assets at beginning of year2018-12-31$149,417,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$99,634
Total interest from all sources2018-12-31$90,607
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$13,910
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,492,685
Participant contributions at end of year2018-12-31$1,719,282
Participant contributions at beginning of year2018-12-31$1,830,044
Participant contributions at beginning of year2018-12-31$159,389
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,104,625
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,369,580
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$534,484
Other income not declared elsewhere2018-12-31$584,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,007,636
Value of net assets at end of year (total assets less liabilities)2018-12-31$144,992,186
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$149,417,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$80,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$105,765,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$111,118,872
Value of interest in pooled separate accounts at end of year2018-12-31$18,461,238
Value of interest in pooled separate accounts at beginning of year2018-12-31$18,060,523
Interest on participant loans2018-12-31$90,607
Value of interest in common/collective trusts at end of year2018-12-31$9,483,610
Value of interest in common/collective trusts at beginning of year2018-12-31$11,188,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,623,145
Net investment gain/loss from pooled separate accounts2018-12-31$352,331
Net investment gain or loss from common/collective trusts2018-12-31$-437,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,651,459
Employer contributions (assets) at end of year2018-12-31$457,757
Employer contributions (assets) at beginning of year2018-12-31$690,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,553,242
Contract administrator fees2018-12-31$5,724
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2018-12-31581763439
2017 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$9,598,504
Total transfer of assets from this plan2017-12-31$1,654,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$29,764,381
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,763,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,640,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,172,863
Value of total assets at end of year2017-12-31$149,417,411
Value of total assets at beginning of year2017-12-31$120,473,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$123,595
Total interest from all sources2017-12-31$85,482
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,272,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,272,298
Administrative expenses professional fees incurred2017-12-31$21,765
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,006,681
Participant contributions at end of year2017-12-31$1,830,044
Participant contributions at beginning of year2017-12-31$1,920,297
Participant contributions at end of year2017-12-31$159,389
Participant contributions at beginning of year2017-12-31$227,287
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,369,580
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,799,798
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$600,841
Other income not declared elsewhere2017-12-31$579,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$21,000,390
Value of net assets at end of year (total assets less liabilities)2017-12-31$149,417,411
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$120,473,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$94,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$111,118,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$87,382,360
Value of interest in pooled separate accounts at end of year2017-12-31$18,060,523
Value of interest in pooled separate accounts at beginning of year2017-12-31$15,751,742
Interest on participant loans2017-12-31$85,482
Value of interest in common/collective trusts at end of year2017-12-31$11,188,383
Value of interest in common/collective trusts at beginning of year2017-12-31$8,756,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,433,382
Net investment gain/loss from pooled separate accounts2017-12-31$326,777
Net investment gain or loss from common/collective trusts2017-12-31$1,893,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,565,341
Employer contributions (assets) at end of year2017-12-31$690,620
Employer contributions (assets) at beginning of year2017-12-31$635,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,640,396
Contract administrator fees2017-12-31$7,197
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2017-12-31581763439
2016 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$712,290
Total transfer of assets from this plan2016-12-31$7,952,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$17,900,900
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,191,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,059,263
Value of total corrective distributions2016-12-31$1,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,114,671
Value of total assets at end of year2016-12-31$120,473,486
Value of total assets at beginning of year2016-12-31$113,004,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$130,364
Total interest from all sources2016-12-31$79,201
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,101,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,101,945
Administrative expenses professional fees incurred2016-12-31$18,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,620,086
Participant contributions at end of year2016-12-31$1,920,297
Participant contributions at beginning of year2016-12-31$1,790,468
Participant contributions at end of year2016-12-31$227,287
Participant contributions at beginning of year2016-12-31$104,941
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,799,798
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,760,368
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$331,535
Other income not declared elsewhere2016-12-31$1,172,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,709,473
Value of net assets at end of year (total assets less liabilities)2016-12-31$120,473,486
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$113,004,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$80,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$87,382,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$86,891,629
Value of interest in pooled separate accounts at end of year2016-12-31$15,751,742
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,158,273
Interest on participant loans2016-12-31$79,201
Value of interest in common/collective trusts at end of year2016-12-31$8,756,968
Value of interest in common/collective trusts at beginning of year2016-12-31$7,969,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,575,464
Net investment gain/loss from pooled separate accounts2016-12-31$216,328
Net investment gain or loss from common/collective trusts2016-12-31$640,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,163,050
Employer contributions (assets) at end of year2016-12-31$635,034
Employer contributions (assets) at beginning of year2016-12-31$329,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,059,263
Contract administrator fees2016-12-31$32,364
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2016-12-31581763439
2015 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$974,682
Total transfer of assets from this plan2015-12-31$246,061
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,344,450
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,289,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,191,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,319,270
Value of total assets at end of year2015-12-31$113,004,004
Value of total assets at beginning of year2015-12-31$108,220,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$98,037
Total interest from all sources2015-12-31$83,051
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$13,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,823,334
Participant contributions at end of year2015-12-31$1,790,468
Participant contributions at beginning of year2015-12-31$1,813,829
Participant contributions at end of year2015-12-31$104,941
Participant contributions at beginning of year2015-12-31$136,094
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,760,368
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,101,437
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$521,714
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$46,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,054,867
Value of net assets at end of year (total assets less liabilities)2015-12-31$113,004,004
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$108,220,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$62,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$86,891,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$83,324,728
Value of interest in pooled separate accounts at end of year2015-12-31$11,158,273
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,892,414
Interest on participant loans2015-12-31$83,051
Value of interest in common/collective trusts at end of year2015-12-31$7,969,101
Value of interest in common/collective trusts at beginning of year2015-12-31$7,382,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,057,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,974,222
Employer contributions (assets) at end of year2015-12-31$329,224
Employer contributions (assets) at beginning of year2015-12-31$569,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,144,694
Contract administrator fees2015-12-31$22,537
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2015-12-31581763439
2014 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$46,186
Total unrealized appreciation/depreciation of assets2014-12-31$46,186
Total transfer of assets to this plan2014-12-31$1,049,162
Total transfer of assets from this plan2014-12-31$1,845,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$15,131,774
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,563,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,436,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,961,147
Value of total assets at end of year2014-12-31$108,220,516
Value of total assets at beginning of year2014-12-31$97,448,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$127,113
Total interest from all sources2014-12-31$77,894
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$127,113
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,705,061
Participant contributions at end of year2014-12-31$1,813,829
Participant contributions at beginning of year2014-12-31$1,770,831
Participant contributions at end of year2014-12-31$136,094
Participant contributions at beginning of year2014-12-31$89,472
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,101,437
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$6,075,147
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$83,141
Other income not declared elsewhere2014-12-31$137,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$11,568,080
Value of net assets at end of year (total assets less liabilities)2014-12-31$108,220,516
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$97,448,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$83,324,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$74,534,041
Value of interest in pooled separate accounts at end of year2014-12-31$9,892,414
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,491,697
Interest on participant loans2014-12-31$77,894
Value of interest in common/collective trusts at end of year2014-12-31$7,382,232
Value of interest in common/collective trusts at beginning of year2014-12-31$6,266,575
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$48,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,372,219
Net investment gain/loss from pooled separate accounts2014-12-31$149,799
Net investment gain or loss from common/collective trusts2014-12-31$387,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,172,945
Employer contributions (assets) at end of year2014-12-31$569,782
Employer contributions (assets) at beginning of year2014-12-31$220,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,387,749
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2014-12-31581763439
2013 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$163,984
Total transfer of assets from this plan2013-12-31$4,188,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$24,149,419
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,451,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,334,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,598,851
Value of total assets at end of year2013-12-31$97,448,314
Value of total assets at beginning of year2013-12-31$79,775,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$117,238
Total interest from all sources2013-12-31$75,148
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$6,282
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,506,996
Participant contributions at end of year2013-12-31$1,770,831
Participant contributions at beginning of year2013-12-31$1,589,247
Participant contributions at end of year2013-12-31$89,472
Participant contributions at beginning of year2013-12-31$229,659
Assets. Other investments not covered elsewhere at end of year2013-12-31$6,075,147
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,874,653
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$330,339
Other income not declared elsewhere2013-12-31$865,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$21,697,662
Value of net assets at end of year (total assets less liabilities)2013-12-31$97,448,314
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$79,775,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$87,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$74,534,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$58,630,170
Value of interest in pooled separate accounts at end of year2013-12-31$8,491,697
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,591,010
Interest on participant loans2013-12-31$75,148
Value of interest in common/collective trusts at end of year2013-12-31$6,266,575
Value of interest in common/collective trusts at beginning of year2013-12-31$3,459,238
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$49,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,511,707
Net investment gain/loss from pooled separate accounts2013-12-31$165,058
Net investment gain or loss from common/collective trusts2013-12-31$933,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,761,516
Employer contributions (assets) at end of year2013-12-31$220,551
Employer contributions (assets) at beginning of year2013-12-31$401,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,284,796
Contract administrator fees2013-12-31$23,803
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2013-12-31581763439
2012 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$651,463
Total transfer of assets from this plan2012-12-31$2,125,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$16,160,930
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,585,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,509,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,211,572
Value of total assets at end of year2012-12-31$79,775,095
Value of total assets at beginning of year2012-12-31$67,673,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$75,867
Total interest from all sources2012-12-31$65,384
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$13,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,328,883
Participant contributions at end of year2012-12-31$1,589,247
Participant contributions at beginning of year2012-12-31$1,407,929
Participant contributions at end of year2012-12-31$229,659
Participant contributions at beginning of year2012-12-31$235,846
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,874,653
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,765,318
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$80,395
Other income not declared elsewhere2012-12-31$507,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,575,575
Value of net assets at end of year (total assets less liabilities)2012-12-31$79,775,095
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$67,673,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$49,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$58,630,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$50,479,386
Value of interest in pooled separate accounts at end of year2012-12-31$10,591,010
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,149,229
Interest on participant loans2012-12-31$65,384
Value of interest in common/collective trusts at end of year2012-12-31$3,459,238
Value of interest in common/collective trusts at beginning of year2012-12-31$2,925,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$51,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,664,946
Net investment gain/loss from pooled separate accounts2012-12-31$193,652
Net investment gain or loss from common/collective trusts2012-12-31$517,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,802,294
Employer contributions (assets) at end of year2012-12-31$401,118
Employer contributions (assets) at beginning of year2012-12-31$710,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,457,785
Contract administrator fees2012-12-31$12,929
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2012-12-31581763439
2011 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$224,874
Total unrealized appreciation/depreciation of assets2011-12-31$224,874
Total transfer of assets to this plan2011-12-31$397,489
Total transfer of assets from this plan2011-12-31$2,006,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,020,181
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,837,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,812,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,934,268
Value of total assets at end of year2011-12-31$67,673,661
Value of total assets at beginning of year2011-12-31$68,100,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,852
Total interest from all sources2011-12-31$66,444
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$14,286
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,141,435
Participant contributions at end of year2011-12-31$1,407,929
Participant contributions at beginning of year2011-12-31$1,483,088
Participant contributions at end of year2011-12-31$235,846
Participant contributions at beginning of year2011-12-31$148,170
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,765,318
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,707,361
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,244,686
Other income not declared elsewhere2011-12-31$-92,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,182,863
Value of net assets at end of year (total assets less liabilities)2011-12-31$67,673,661
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$68,100,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$50,479,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$50,327,378
Value of interest in pooled separate accounts at end of year2011-12-31$8,149,229
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,169,577
Income. Interest from loans (other than to participants)2011-12-31$66,444
Value of interest in common/collective trusts at end of year2011-12-31$2,925,019
Value of interest in common/collective trusts at beginning of year2011-12-31$3,692,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$53,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,364,937
Net investment gain/loss from pooled separate accounts2011-12-31$223,125
Net investment gain or loss from common/collective trusts2011-12-31$29,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,548,147
Employer contributions (assets) at end of year2011-12-31$710,934
Employer contributions (assets) at beginning of year2011-12-31$572,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,759,344
Contract administrator fees2011-12-31$10,566
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2011-12-31581763439
2010 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$4,014,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$13,938,304
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,563,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,554,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,256,931
Value of total assets at end of year2010-12-31$68,100,008
Value of total assets at beginning of year2010-12-31$60,739,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,255
Total interest from all sources2010-12-31$66,624
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,895,600
Participant contributions at end of year2010-12-31$1,483,088
Participant contributions at beginning of year2010-12-31$1,286,826
Participant contributions at end of year2010-12-31$148,170
Participant contributions at beginning of year2010-12-31$86,073
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,707,361
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,261,150
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$261,828
Other income not declared elsewhere2010-12-31$576,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$11,375,086
Value of net assets at end of year (total assets less liabilities)2010-12-31$68,100,008
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$60,739,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$50,327,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$45,543,777
Value of interest in pooled separate accounts at end of year2010-12-31$8,169,577
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,122,455
Interest on participant loans2010-12-31$66,624
Value of interest in common/collective trusts at end of year2010-12-31$3,692,382
Value of interest in common/collective trusts at beginning of year2010-12-31$3,022,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$56,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,328,435
Net investment gain/loss from pooled separate accounts2010-12-31$191,284
Net investment gain or loss from common/collective trusts2010-12-31$518,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,099,503
Employer contributions (assets) at end of year2010-12-31$572,052
Employer contributions (assets) at beginning of year2010-12-31$416,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,498,640
Contract administrator fees2010-12-31$8,255
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WINDHAM BRANNON P.C.
Accountancy firm EIN2010-12-31581763439
2009 : FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN

2022: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FISHER & PHILLIPS LLP SAVINGS AND 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FISHER & PHILLIPS LLP SAVINGS AND 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FISHER & PHILLIPS LLP SAVINGS AND 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FISHER & PHILLIPS LLP SAVINGS AND 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FISHER & PHILLIPS LLP SAVINGS AND 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 - TrustYes
2015: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered1201
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered643
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered614
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered590
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered526
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered485
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01006233
Policy instance 2
Insurance contract or identification number01006233
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-04-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered445
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered426
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01006233
Policy instance 2
Insurance contract or identification number01006233
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $890
Total amount of fees paid to insurance companyUSD $593
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $890
Insurance broker organization code?3
Amount paid for insurance broker fees593
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
Insurance broker nameNORTH SHORE LIFE & HEALTH
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01006233
Policy instance 2
Insurance contract or identification number01006233
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $890
Total amount of fees paid to insurance companyUSD $593
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $890
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
Insurance broker organization code?3
Amount paid for insurance broker fees593
Insurance broker nameNORTH SHORE LIFE & HEALTH
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered440
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered433
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01006233
Policy instance 2
Insurance contract or identification number01006233
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $890
Total amount of fees paid to insurance companyUSD $593
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $890
Insurance broker organization code?3
Amount paid for insurance broker fees593
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
Insurance broker nameNORTH SHORE LIFE & HEALTH
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01006233
Policy instance 2
Insurance contract or identification number01006233
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $890
Total amount of fees paid to insurance companyUSD $593
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered424
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered394
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01006233
Policy instance 2
Insurance contract or identification number01006233
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,670
Total amount of fees paid to insurance companyUSD $593
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,780
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
Insurance broker organization code?3
Insurance broker nameNORTH SHORE LIFE & HEALTH

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