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CRIST, FRITSCHI & PATERSON, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCRIST, FRITSCHI & PATERSON, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CRIST, FRITSCHI & PATERSON, INC. 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CRIST, FRITSCHI & PATERSON, INSURANCE AGENTS/BROKERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CRIST, FRITSCHI & PATERSON, INSURANCE AGENTS/BROKERS, INC.
Employer identification number (EIN):941663780
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRIST, FRITSCHI & PATERSON, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01TOM PATERSON2017-06-27
0012015-01-01TOM PATERSON2016-07-07
0012014-01-01TOM PATERSON2015-07-13
0012013-01-01TOM PATERSON2014-06-19
0012012-01-01TOM PATERSON2013-07-12
0012011-01-01TOM PATERSON2012-07-13
0012010-01-01THOMAS M. PATERSON2011-07-05

Financial Data on CRIST, FRITSCHI & PATERSON, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CRIST, FRITSCHI & PATERSON, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-26132403
Net assets as of the end of the plan year2025-03-265089807
Total assets as of the beginning of the plan year2025-03-264334382
Value of plan covered by a fidelity bond2025-03-26500000
Participant contributions to plan in this plan year2025-03-26123611
Value of participant loans at end of plan year2025-03-2616880
Other contributions to plan in this plan year2025-03-2627697
Other income to plan in this plan year2025-03-26709898
Plan net income in this plan year2025-03-26755425
Net assets as of the end of the plan year2025-03-265089807
Net assets as of the beginning of the plan year2025-03-264334382
Employer contributions to plan in this plan year2025-03-2626622
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-261688
2024 : CRIST, FRITSCHI & PATERSON, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-052134748
Net assets as of the end of the plan year2024-04-054334382
Total assets as of the beginning of the plan year2024-04-055499585
Value of plan covered by a fidelity bond2024-04-05500000
Participant contributions to plan in this plan year2024-04-05109108
Value of participant loans at end of plan year2024-04-058922
Other contributions to plan in this plan year2024-04-0528444
Other income to plan in this plan year2024-04-05780460
Plan net income in this plan year2024-04-05-1165203
Net assets as of the end of the plan year2024-04-054334382
Net assets as of the beginning of the plan year2024-04-055499585
Employer contributions to plan in this plan year2024-04-0551533
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-05715
2022 : CRIST, FRITSCHI & PATERSON, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-23123033
Net assets as of the end of the plan year2022-06-236642470
Total assets as of the beginning of the plan year2022-06-235732470
Value of plan covered by a fidelity bond2022-06-23500000
Participant contributions to plan in this plan year2022-06-23105994
Value of participant loans at end of plan year2022-06-230
Other income to plan in this plan year2022-06-23927039
Plan net income in this plan year2022-06-23910000
Net assets as of the end of the plan year2022-06-236642470
Net assets as of the beginning of the plan year2022-06-235732470
Value of contributions failed to transmitted timely2022-06-2312595
Fees paid to broker by Benefit Provider2022-06-233082
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-23434

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