401k Plan data: W. F. FISHER & SON, INC. PROFIT SHARING PLAN plan

W. F. FISHER & SON, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	W. F. FISHER & SON, INC. PROFIT SHARING PLAN
Plan identification number	001

W. F. FISHER & SON, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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

W. F. FISHER & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name: W. F. FISHER & SON, INC.

Employer identification number (EIN): 221561276

NAIC Classification: 424500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. F. FISHER & SON, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOSEPH B. BELLOMO 2024-01-29
001 2022-01-01 JOSEPH D. BELLOMO 2023-04-20
001 2021-01-01 JOSEPH D. BELLOMO 2022-06-13
001 2020-01-01
001 2019-01-01
001 2018-03-01 JOSEPH D. BELLOMO
001 2017-03-01 JOSEPH D. BELLOMO
001 2016-03-01 JOSEPH D. BELLOMO
001 2015-03-01 JOSEPH D. BELLOMO
001 2014-03-01 JOSEPH BELLOMO
001 2013-03-01 JOHN SABINE, JR.
001 2012-03-01 JOHN SABINE, JR.
001 2011-03-01 JOHN SABINE, JR.
001 2009-03-01 JOHN SABINE, JR.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JOSEPH B. BELLOMO	2024-01-29
001	2022-01-01	JOSEPH D. BELLOMO	2023-04-20
001	2021-01-01	JOSEPH D. BELLOMO	2022-06-13
001	2020-01-01
001	2019-01-01
001	2018-03-01	JOSEPH D. BELLOMO
001	2017-03-01	JOSEPH D. BELLOMO
001	2016-03-01	JOSEPH D. BELLOMO
001	2015-03-01	JOSEPH D. BELLOMO
001	2014-03-01	JOSEPH BELLOMO
001	2013-03-01	JOHN SABINE, JR.
001	2012-03-01	JOHN SABINE, JR.
001	2011-03-01	JOHN SABINE, JR.
001	2009-03-01	JOHN SABINE, JR.

Plan Statistics for W. F. FISHER & SON, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for W. F. FISHER & SON, INC. PROFIT SHARING PLAN

Measure Date Value
2020: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 21
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 22
Number of participants with account balances 2020-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 20
Number of participants with account balances 2019-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-03-01 19
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 20
Number of retired or separated participants receiving benefits 2018-03-01 0
Number of other retired or separated participants entitled to future benefits 2018-03-01 0
Total of all active and inactive participants 2018-03-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-03-01 0
Total participants 2018-03-01 20
Number of participants with account balances 2018-03-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-01 0
2017: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-03-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-03-01 18
Number of retired or separated participants receiving benefits 2017-03-01 0
Number of other retired or separated participants entitled to future benefits 2017-03-01 0
Total of all active and inactive participants 2017-03-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-03-01 0
Total participants 2017-03-01 18
Number of participants with account balances 2017-03-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-03-01 0
2016: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-03-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 15
Number of retired or separated participants receiving benefits 2016-03-01 0
Number of other retired or separated participants entitled to future benefits 2016-03-01 1
Total of all active and inactive participants 2016-03-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-03-01 0
Total participants 2016-03-01 16
Number of participants with account balances 2016-03-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-03-01 1
2015: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-03-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 15
Number of retired or separated participants receiving benefits 2015-03-01 0
Number of other retired or separated participants entitled to future benefits 2015-03-01 1
Total of all active and inactive participants 2015-03-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-03-01 0
Total participants 2015-03-01 16
Number of participants with account balances 2015-03-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-03-01 0
2014: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-03-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 15
Number of retired or separated participants receiving benefits 2014-03-01 0
Number of other retired or separated participants entitled to future benefits 2014-03-01 0
Total of all active and inactive participants 2014-03-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 1
Total participants 2014-03-01 16
Number of participants with account balances 2014-03-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 0
2013: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-03-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 17
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 2
Total of all active and inactive participants 2013-03-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 19
Number of participants with account balances 2013-03-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 1
2012: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-03-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 19
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 0
Total of all active and inactive participants 2012-03-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 19
Number of participants with account balances 2012-03-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 0
2011: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-03-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 17
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 2
Total of all active and inactive participants 2011-03-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 0
Total participants 2011-03-01 19
Number of participants with account balances 2011-03-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 1
2009: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-03-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 17
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 0
Total of all active and inactive participants 2009-03-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 1
Total participants 2009-03-01 18
Number of participants with account balances 2009-03-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 0

Measure	Date	Value
2020: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	21
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	22
Number of participants with account balances	2020-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	20
Number of participants with account balances	2019-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-03-01	19
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	20
Number of retired or separated participants receiving benefits	2018-03-01	0
Number of other retired or separated participants entitled to future benefits	2018-03-01	0
Total of all active and inactive participants	2018-03-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-03-01	0
Total participants	2018-03-01	20
Number of participants with account balances	2018-03-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-01	0
2017: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-03-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-03-01	18
Number of retired or separated participants receiving benefits	2017-03-01	0
Number of other retired or separated participants entitled to future benefits	2017-03-01	0
Total of all active and inactive participants	2017-03-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-03-01	0
Total participants	2017-03-01	18
Number of participants with account balances	2017-03-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-03-01	0
2016: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-03-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	15
Number of retired or separated participants receiving benefits	2016-03-01	0
Number of other retired or separated participants entitled to future benefits	2016-03-01	1
Total of all active and inactive participants	2016-03-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-03-01	0
Total participants	2016-03-01	16
Number of participants with account balances	2016-03-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-03-01	1
2015: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-03-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	15
Number of retired or separated participants receiving benefits	2015-03-01	0
Number of other retired or separated participants entitled to future benefits	2015-03-01	1
Total of all active and inactive participants	2015-03-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-03-01	0
Total participants	2015-03-01	16
Number of participants with account balances	2015-03-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-03-01	0
2014: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-03-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	15
Number of retired or separated participants receiving benefits	2014-03-01	0
Number of other retired or separated participants entitled to future benefits	2014-03-01	0
Total of all active and inactive participants	2014-03-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	1
Total participants	2014-03-01	16
Number of participants with account balances	2014-03-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	0
2013: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-03-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	17
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	2
Total of all active and inactive participants	2013-03-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	19
Number of participants with account balances	2013-03-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	1
2012: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-03-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	19
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	0
Total of all active and inactive participants	2012-03-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	19
Number of participants with account balances	2012-03-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	0
2011: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-03-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	17
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	2
Total of all active and inactive participants	2011-03-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	0
Total participants	2011-03-01	19
Number of participants with account balances	2011-03-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	1
2009: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-03-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	17
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	0
Total of all active and inactive participants	2009-03-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	1
Total participants	2009-03-01	18
Number of participants with account balances	2009-03-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	0

Financial Data on W. F. FISHER & SON, INC. PROFIT SHARING PLAN

Measure	Date	Value
2020 : W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$619,400
Expenses. Total of all expenses incurred	2020-12-31	$49,304
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$4,868,133
Total plan assets at beginning of year	2020-12-31	$4,298,037
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$459,400
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$570,096
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,868,133
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,298,037
Total contributions received or receivable from employer(s)	2020-12-31	$160,000
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$49,304
2019 : W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$822,565
Expenses. Total of all expenses incurred	2019-12-31	$92,968
Benefits paid (including direct rollovers)	2019-12-31	$54,687
Total plan assets at end of year	2019-12-31	$4,298,037
Total plan assets at beginning of year	2019-12-31	$3,568,440
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$662,565
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$729,597
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,298,037
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,568,440
Total contributions received or receivable from employer(s)	2019-12-31	$160,000
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$38,281
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-94,621
Expenses. Total of all expenses incurred	2018-12-31	$31,498
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$3,568,440
Total plan assets at beginning of year	2018-12-31	$3,694,559
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-254,621
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-126,119
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,568,440
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,694,559
Total contributions received or receivable from employer(s)	2018-12-31	$160,000
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$31,498
Transfers to/from the plan	2018-02-28	$0
Total plan liabilities at end of year	2018-02-28	$0
Total plan liabilities at beginning of year	2018-02-28	$0
Total income from all sources	2018-02-28	$495,155
Expenses. Total of all expenses incurred	2018-02-28	$30,720
Benefits paid (including direct rollovers)	2018-02-28	$1,094
Total plan assets at end of year	2018-02-28	$3,694,559
Total plan assets at beginning of year	2018-02-28	$3,230,124
Value of fidelity bond covering the plan	2018-02-28	$400,000
Total contributions received or receivable from participants	2018-02-28	$0
Expenses. Other expenses not covered elsewhere	2018-02-28	$0
Contributions received from other sources (not participants or employers)	2018-02-28	$0
Other income received	2018-02-28	$335,155
Noncash contributions received	2018-02-28	$0
Net income (gross income less expenses)	2018-02-28	$464,435
Net plan assets at end of year (total assets less liabilities)	2018-02-28	$3,694,559
Net plan assets at beginning of year (total assets less liabilities)	2018-02-28	$3,230,124
Total contributions received or receivable from employer(s)	2018-02-28	$160,000
Value of certain deemed distributions of participant loans	2018-02-28	$0
Value of corrective distributions	2018-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-02-28	$29,626
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-02-28	$0
2017 : W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-02-28	$0
Total plan liabilities at end of year	2017-02-28	$0
Total plan liabilities at beginning of year	2017-02-28	$191
Total income from all sources	2017-02-28	$604,264
Expenses. Total of all expenses incurred	2017-02-28	$38,628
Benefits paid (including direct rollovers)	2017-02-28	$7,083
Total plan assets at end of year	2017-02-28	$3,230,124
Total plan assets at beginning of year	2017-02-28	$2,664,679
Value of fidelity bond covering the plan	2017-02-28	$1,000,000
Total contributions received or receivable from participants	2017-02-28	$0
Expenses. Other expenses not covered elsewhere	2017-02-28	$0
Contributions received from other sources (not participants or employers)	2017-02-28	$0
Other income received	2017-02-28	$444,264
Noncash contributions received	2017-02-28	$0
Net income (gross income less expenses)	2017-02-28	$565,636
Net plan assets at end of year (total assets less liabilities)	2017-02-28	$3,230,124
Net plan assets at beginning of year (total assets less liabilities)	2017-02-28	$2,664,488
Total contributions received or receivable from employer(s)	2017-02-28	$160,000
Value of certain deemed distributions of participant loans	2017-02-28	$0
Value of corrective distributions	2017-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-02-28	$31,545
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-02-28	$0
2016 : W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-02-29	$0
Total plan liabilities at end of year	2016-02-29	$191
Total plan liabilities at beginning of year	2016-02-29	$7,959
Total income from all sources	2016-02-29	$-177,458
Expenses. Total of all expenses incurred	2016-02-29	$1,776,081
Benefits paid (including direct rollovers)	2016-02-29	$1,757,609
Total plan assets at end of year	2016-02-29	$2,664,679
Total plan assets at beginning of year	2016-02-29	$4,625,986
Value of fidelity bond covering the plan	2016-02-29	$400,000
Total contributions received or receivable from participants	2016-02-29	$0
Expenses. Other expenses not covered elsewhere	2016-02-29	$0
Contributions received from other sources (not participants or employers)	2016-02-29	$0
Other income received	2016-02-29	$-277,458
Noncash contributions received	2016-02-29	$0
Net income (gross income less expenses)	2016-02-29	$-1,953,539
Net plan assets at end of year (total assets less liabilities)	2016-02-29	$2,664,488
Net plan assets at beginning of year (total assets less liabilities)	2016-02-29	$4,618,027
Total contributions received or receivable from employer(s)	2016-02-29	$100,000
Value of certain deemed distributions of participant loans	2016-02-29	$0
Value of corrective distributions	2016-02-29	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-02-29	$18,472
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-02-29	$0
2015 : W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-02-28	$0
Total plan liabilities at end of year	2015-02-28	$7,959
Total plan liabilities at beginning of year	2015-02-28	$0
Total income from all sources	2015-02-28	$455,693
Expenses. Total of all expenses incurred	2015-02-28	$389,573
Benefits paid (including direct rollovers)	2015-02-28	$357,845
Total plan assets at end of year	2015-02-28	$4,625,986
Total plan assets at beginning of year	2015-02-28	$4,551,907
Value of fidelity bond covering the plan	2015-02-28	$150,000
Total contributions received or receivable from participants	2015-02-28	$0
Expenses. Other expenses not covered elsewhere	2015-02-28	$0
Contributions received from other sources (not participants or employers)	2015-02-28	$0
Other income received	2015-02-28	$276,791
Noncash contributions received	2015-02-28	$0
Net income (gross income less expenses)	2015-02-28	$66,120
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$4,618,027
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$4,551,907
Total contributions received or receivable from employer(s)	2015-02-28	$178,902
Value of certain deemed distributions of participant loans	2015-02-28	$0
Value of corrective distributions	2015-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-02-28	$31,728
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-02-28	$0
2014 : W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-02-28	$0
Total plan liabilities at end of year	2014-02-28	$0
Total plan liabilities at beginning of year	2014-02-28	$0
Total income from all sources	2014-02-28	$591,395
Expenses. Total of all expenses incurred	2014-02-28	$28,301
Benefits paid (including direct rollovers)	2014-02-28	$0
Total plan assets at end of year	2014-02-28	$4,551,907
Total plan assets at beginning of year	2014-02-28	$3,988,813
Value of fidelity bond covering the plan	2014-02-28	$150,000
Total contributions received or receivable from participants	2014-02-28	$0
Expenses. Other expenses not covered elsewhere	2014-02-28	$0
Contributions received from other sources (not participants or employers)	2014-02-28	$0
Other income received	2014-02-28	$491,395
Noncash contributions received	2014-02-28	$0
Net income (gross income less expenses)	2014-02-28	$563,094
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$4,551,907
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$3,988,813
Total contributions received or receivable from employer(s)	2014-02-28	$100,000
Value of certain deemed distributions of participant loans	2014-02-28	$0
Value of corrective distributions	2014-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-02-28	$28,301
2013 : W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-02-28	$0
Total plan liabilities at end of year	2013-02-28	$0
Total plan liabilities at beginning of year	2013-02-28	$0
Total income from all sources	2013-02-28	$339,869
Expenses. Total of all expenses incurred	2013-02-28	$60,724
Benefits paid (including direct rollovers)	2013-02-28	$34,932
Total plan assets at end of year	2013-02-28	$3,988,813
Total plan assets at beginning of year	2013-02-28	$3,709,668
Value of fidelity bond covering the plan	2013-02-28	$150,000
Total contributions received or receivable from participants	2013-02-28	$0
Expenses. Other expenses not covered elsewhere	2013-02-28	$0
Contributions received from other sources (not participants or employers)	2013-02-28	$0
Other income received	2013-02-28	$339,869
Noncash contributions received	2013-02-28	$0
Net income (gross income less expenses)	2013-02-28	$279,145
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$3,988,813
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$3,709,668
Total contributions received or receivable from employer(s)	2013-02-28	$0
Value of certain deemed distributions of participant loans	2013-02-28	$0
Value of corrective distributions	2013-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-02-28	$25,792
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-02-28	$0
2012 : W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-02-29	$0
Total plan liabilities at end of year	2012-02-29	$0
Total plan liabilities at beginning of year	2012-02-29	$0
Total income from all sources	2012-02-29	$116,067
Expenses. Total of all expenses incurred	2012-02-29	$24,124
Benefits paid (including direct rollovers)	2012-02-29	$0
Total plan assets at end of year	2012-02-29	$3,709,668
Total plan assets at beginning of year	2012-02-29	$3,617,725
Value of fidelity bond covering the plan	2012-02-29	$150,000
Total contributions received or receivable from participants	2012-02-29	$0
Expenses. Other expenses not covered elsewhere	2012-02-29	$0
Contributions received from other sources (not participants or employers)	2012-02-29	$0
Other income received	2012-02-29	$116,067
Noncash contributions received	2012-02-29	$0
Net income (gross income less expenses)	2012-02-29	$91,943
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$3,709,668
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$3,617,725
Total contributions received or receivable from employer(s)	2012-02-29	$0
Value of certain deemed distributions of participant loans	2012-02-29	$0
Value of corrective distributions	2012-02-29	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-02-29	$24,124
2011 : W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-02-28	$0
Total plan liabilities at end of year	2011-02-28	$0
Total plan liabilities at beginning of year	2011-02-28	$0
Total income from all sources	2011-02-28	$685,532
Expenses. Total of all expenses incurred	2011-02-28	$46,060
Benefits paid (including direct rollovers)	2011-02-28	$34,471
Total plan assets at end of year	2011-02-28	$3,617,725
Total plan assets at beginning of year	2011-02-28	$2,978,253
Value of fidelity bond covering the plan	2011-02-28	$150,000
Total contributions received or receivable from participants	2011-02-28	$0
Expenses. Other expenses not covered elsewhere	2011-02-28	$0
Contributions received from other sources (not participants or employers)	2011-02-28	$0
Other income received	2011-02-28	$485,532
Noncash contributions received	2011-02-28	$0
Net income (gross income less expenses)	2011-02-28	$639,472
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$3,617,725
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$2,978,253
Total contributions received or receivable from employer(s)	2011-02-28	$200,000
Value of certain deemed distributions of participant loans	2011-02-28	$0
Value of corrective distributions	2011-02-28	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-02-28	$11,589
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-02-28	$0
2010 : W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-02-28	$0

Form 5500 Responses for W. F. FISHER & SON, INC. PROFIT SHARING PLAN

2020: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	Submission has been amended	No
2018-03-01	This submission is the final filing	No
2018-03-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-03-01	Plan is a collectively bargained plan	No
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes
2017: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-03-01	Type of plan entity	Single employer plan
2017-03-01	Submission has been amended	No
2017-03-01	This submission is the final filing	No
2017-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-03-01	Plan is a collectively bargained plan	No
2017-03-01	Plan funding arrangement – Trust	Yes
2017-03-01	Plan benefit arrangement - Trust	Yes
2016: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Submission has been amended	No
2016-03-01	This submission is the final filing	No
2016-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-03-01	Plan is a collectively bargained plan	No
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Submission has been amended	No
2015-03-01	This submission is the final filing	No
2015-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-03-01	Plan is a collectively bargained plan	No
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Submission has been amended	No
2014-03-01	This submission is the final filing	No
2014-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-03-01	Plan is a collectively bargained plan	No
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	No
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	No
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Submission has been amended	No
2011-03-01	This submission is the final filing	No
2011-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-03-01	Plan is a collectively bargained plan	No
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2009: W. F. FISHER & SON, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	No
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	W. F. FISHER & SON, INC.
Employer identification number (EIN):	221561276
NAIC Classification:	424500