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FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameFORTIER & MIKKO, P.C. PROFIT SHARING PLAN
Plan identification number 001

FORTIER & MIKKO, P.C. 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
  • 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

FORTIER & MIKKO, P.C. has sponsored the creation of one or more 401k plans.

Company Name:FORTIER & MIKKO, P.C.
Employer identification number (EIN):920116104
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORTIER & MIKKO, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01DAGMAR C. MIKKO2021-05-21
0012020-01-01DAGMAR C. MIKKO2021-02-10
0012019-01-01
0012018-01-01
0012017-01-01DAGMAR C. MIKKO
0012016-01-01DAGMAR C. MIKKO
0012015-01-01DAGMAR C. MIKKO
0012014-01-01DAGMAR C. MIKKO
0012013-01-01DAGMAR C. MIKKO
0012012-01-01DAGMAR C. MIKKO
0012011-01-01DAGMAR C. MIKKO
0012009-01-01DAGMAR C. MIKKO

Plan Statistics for FORTIER & MIKKO, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for FORTIER & MIKKO, P.C. PROFIT SHARING PLAN

Measure Date Value
2019: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FORTIER & MIKKO, P.C. PROFIT SHARING PLAN

Measure Date Value
2019 : FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$64,636
Expenses. Total of all expenses incurred2019-12-31$5,506
Total plan assets at end of year2019-12-31$417,166
Total plan assets at beginning of year2019-12-31$358,036
Value of fidelity bond covering the plan2019-12-31$31,000
Other income received2019-12-31$64,636
Net income (gross income less expenses)2019-12-31$59,130
Net plan assets at end of year (total assets less liabilities)2019-12-31$417,166
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$358,036
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,506
2018 : FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-12,796
Expenses. Total of all expenses incurred2018-12-31$5,358
Total plan assets at end of year2018-12-31$358,036
Total plan assets at beginning of year2018-12-31$376,190
Value of fidelity bond covering the plan2018-12-31$31,000
Other income received2018-12-31$-12,796
Net income (gross income less expenses)2018-12-31$-18,154
Net plan assets at end of year (total assets less liabilities)2018-12-31$358,036
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$376,190
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,358
2017 : FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$63,764
Expenses. Total of all expenses incurred2017-12-31$4,995
Total plan assets at end of year2017-12-31$376,190
Total plan assets at beginning of year2017-12-31$317,421
Value of fidelity bond covering the plan2017-12-31$31,000
Other income received2017-12-31$63,764
Net income (gross income less expenses)2017-12-31$58,769
Net plan assets at end of year (total assets less liabilities)2017-12-31$376,190
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$317,421
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,995
2016 : FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$34,078
Expenses. Total of all expenses incurred2016-12-31$4,345
Total plan assets at end of year2016-12-31$317,421
Total plan assets at beginning of year2016-12-31$287,688
Value of fidelity bond covering the plan2016-12-31$31,000
Other income received2016-12-31$34,078
Net income (gross income less expenses)2016-12-31$29,733
Net plan assets at end of year (total assets less liabilities)2016-12-31$317,421
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$287,688
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,345
2015 : FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-23,135
Expenses. Total of all expenses incurred2015-12-31$4,496
Total plan assets at end of year2015-12-31$287,688
Total plan assets at beginning of year2015-12-31$315,319
Value of fidelity bond covering the plan2015-12-31$31,000
Other income received2015-12-31$-23,135
Net income (gross income less expenses)2015-12-31$-27,631
Net plan assets at end of year (total assets less liabilities)2015-12-31$287,688
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$315,319
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,496
2014 : FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$25,114
Expenses. Total of all expenses incurred2014-12-31$4,506
Total plan assets at end of year2014-12-31$315,319
Total plan assets at beginning of year2014-12-31$294,711
Value of fidelity bond covering the plan2014-12-31$31,000
Other income received2014-12-31$25,114
Net income (gross income less expenses)2014-12-31$20,608
Net plan assets at end of year (total assets less liabilities)2014-12-31$315,319
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$294,711
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,506
2013 : FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$-8,618
Expenses. Total of all expenses incurred2013-12-31$4,429
Total plan assets at end of year2013-12-31$294,711
Total plan assets at beginning of year2013-12-31$307,758
Value of fidelity bond covering the plan2013-12-31$31,000
Other income received2013-12-31$-8,618
Net income (gross income less expenses)2013-12-31$-13,047
Net plan assets at end of year (total assets less liabilities)2013-12-31$294,711
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$307,758
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,429
2012 : FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$29,252
Expenses. Total of all expenses incurred2012-12-31$33,663
Benefits paid (including direct rollovers)2012-12-31$28,881
Total plan assets at end of year2012-12-31$307,758
Total plan assets at beginning of year2012-12-31$312,169
Value of fidelity bond covering the plan2012-12-31$31,000
Other income received2012-12-31$29,252
Net income (gross income less expenses)2012-12-31$-4,411
Net plan assets at end of year (total assets less liabilities)2012-12-31$307,758
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$312,169
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,782
2011 : FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-5,592
Expenses. Total of all expenses incurred2011-12-31$1,153
Total plan assets at end of year2011-12-31$312,169
Total plan assets at beginning of year2011-12-31$318,914
Value of fidelity bond covering the plan2011-12-31$15,000
Other income received2011-12-31$-5,592
Net income (gross income less expenses)2011-12-31$-6,745
Net plan assets at end of year (total assets less liabilities)2011-12-31$312,169
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$318,914
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,153
2010 : FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$34,307
Expenses. Total of all expenses incurred2010-12-31$3,782
Total plan assets at end of year2010-12-31$318,914
Total plan assets at beginning of year2010-12-31$288,389
Value of fidelity bond covering the plan2010-12-31$15,000
Other income received2010-12-31$34,307
Net income (gross income less expenses)2010-12-31$30,525
Net plan assets at end of year (total assets less liabilities)2010-12-31$318,914
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$288,389
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,782

Form 5500 Responses for FORTIER & MIKKO, P.C. PROFIT SHARING PLAN

2019: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FORTIER & MIKKO, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FORTIER & MIKKO, P.C. 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FORTIER & MIKKO, P.C. 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FORTIER & MIKKO, P.C. 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FORTIER & MIKKO, P.C. 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FORTIER & MIKKO, P.C. 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FORTIER & MIKKO, P.C. 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FORTIER & MIKKO, P.C. 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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