401k Plan data: FITZPATRICK & HUNT 401K PLAN plan

FITZPATRICK & HUNT 401K PLAN 401k Plan overview

Plan Name	FITZPATRICK & HUNT 401K PLAN
Plan identification number	001

FITZPATRICK & HUNT 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

FITZPATRICK, HUNT & PAGANO, LLP has sponsored the creation of one or more 401k plans.

Company Name: FITZPATRICK, HUNT & PAGANO, LLP

Employer identification number (EIN): 271953619

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FITZPATRICK & HUNT 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES W. HUNT
001 2016-01-01 JAMES W. HUNT
001 2015-01-01 GARRETT FITZPATRICK
001 2014-01-01 GARRETT FITZPATRICK
001 2013-01-01 JAMES W. HUNT
001 2012-01-01 JAMES W. HUNT
001 2011-01-01 JAMES HUNT JAMES HUNT 2012-09-10
001 2010-07-01 FRANK J. CHIARCHIARO

Plan Statistics for FITZPATRICK & HUNT 401K PLAN

401k plan membership statisitcs for FITZPATRICK & HUNT 401K PLAN

Measure Date Value
2023: FITZPATRICK & HUNT 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 38
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 23
Total of all active and inactive participants 2023-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 61
Number of participants with account balances 2023-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4
2022: FITZPATRICK & HUNT 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 37
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 61
Number of participants with account balances 2022-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: FITZPATRICK & HUNT 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 41
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 58
Number of participants with account balances 2021-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FITZPATRICK & HUNT 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 48
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 13
Total of all active and inactive participants 2020-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 61
Number of participants with account balances 2020-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: FITZPATRICK & HUNT 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 50
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 11
Total of all active and inactive participants 2019-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 61
Number of participants with account balances 2019-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FITZPATRICK & HUNT 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 44
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 55
Number of participants with account balances 2018-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: FITZPATRICK & HUNT 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 47
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 58
Number of participants with account balances 2017-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: FITZPATRICK & HUNT 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 31
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 40
Number of participants with account balances 2016-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FITZPATRICK & HUNT 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 36
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 43
Number of participants with account balances 2015-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FITZPATRICK & HUNT 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 38
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 46
Number of participants with account balances 2014-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FITZPATRICK & HUNT 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 44
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FITZPATRICK & HUNT 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 43
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 45
Number of participants with account balances 2012-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FITZPATRICK & HUNT 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 52
Number of participants with account balances 2011-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: FITZPATRICK & HUNT 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 42
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 43
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 1
Total of all active and inactive participants 2010-07-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 44
Number of participants with account balances 2010-07-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0

Measure	Date	Value
2023: FITZPATRICK & HUNT 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	38
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	23
Total of all active and inactive participants	2023-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	61
Number of participants with account balances	2023-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4
2022: FITZPATRICK & HUNT 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	37
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	61
Number of participants with account balances	2022-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: FITZPATRICK & HUNT 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	41
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	58
Number of participants with account balances	2021-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FITZPATRICK & HUNT 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	48
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	13
Total of all active and inactive participants	2020-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	61
Number of participants with account balances	2020-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: FITZPATRICK & HUNT 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	50
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	11
Total of all active and inactive participants	2019-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	61
Number of participants with account balances	2019-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FITZPATRICK & HUNT 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	44
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	55
Number of participants with account balances	2018-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: FITZPATRICK & HUNT 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	47
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	58
Number of participants with account balances	2017-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: FITZPATRICK & HUNT 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	31
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	40
Number of participants with account balances	2016-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FITZPATRICK & HUNT 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	36
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	43
Number of participants with account balances	2015-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FITZPATRICK & HUNT 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	38
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	46
Number of participants with account balances	2014-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FITZPATRICK & HUNT 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	44
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FITZPATRICK & HUNT 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	43
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	45
Number of participants with account balances	2012-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FITZPATRICK & HUNT 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	52
Number of participants with account balances	2011-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: FITZPATRICK & HUNT 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	42
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	43
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	1
Total of all active and inactive participants	2010-07-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	44
Number of participants with account balances	2010-07-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0

Financial Data on FITZPATRICK & HUNT 401K PLAN

Measure	Date	Value
2023 : FITZPATRICK & HUNT 401K PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$2,744,118
Expenses. Total of all expenses incurred	2023-12-31	$1,812,817
Benefits paid (including direct rollovers)	2023-12-31	$1,801,504
Total plan assets at end of year	2023-12-31	$15,464,508
Total plan assets at beginning of year	2023-12-31	$14,533,207
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$397,185
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$76,388
Other income received	2023-12-31	$2,128,517
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$931,301
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$15,464,508
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$14,533,207
Assets. Value of participant loans	2023-12-31	$74,771
Total contributions received or receivable from employer(s)	2023-12-31	$142,028
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$11,313
2022 : FITZPATRICK & HUNT 401K PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-2,703,383
Expenses. Total of all expenses incurred	2022-12-31	$3,011,188
Benefits paid (including direct rollovers)	2022-12-31	$3,013,966
Total plan assets at end of year	2022-12-31	$14,533,207
Total plan assets at beginning of year	2022-12-31	$20,247,778
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$471,031
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$2,144
Other income received	2022-12-31	$-3,353,458
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-5,714,571
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$14,533,207
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$20,247,778
Assets. Value of participant loans	2022-12-31	$89,777
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$176,900
Value of certain deemed distributions of participant loans	2022-12-31	$-16,038
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$13,260
2021 : FITZPATRICK & HUNT 401K PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,933,705
Expenses. Total of all expenses incurred	2021-12-31	$774,677
Benefits paid (including direct rollovers)	2021-12-31	$745,832
Total plan assets at end of year	2021-12-31	$20,247,778
Total plan assets at beginning of year	2021-12-31	$18,088,750
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$534,044
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,207,457
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$2,159,028
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$20,247,778
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$18,088,750
Assets. Value of participant loans	2021-12-31	$85,649
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$192,204
Value of certain deemed distributions of participant loans	2021-12-31	$16,038
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$12,807
2020 : FITZPATRICK & HUNT 401K PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$3,236,742
Expenses. Total of all expenses incurred	2020-12-31	$515,644
Benefits paid (including direct rollovers)	2020-12-31	$505,625
Total plan assets at end of year	2020-12-31	$18,088,750
Total plan assets at beginning of year	2020-12-31	$15,367,652
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$575,573
Assets. Value of loans (other than to 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	$19,164
Other income received	2020-12-31	$2,426,685
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,721,098
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$18,088,750
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$15,367,652
Assets. Value of participant loans	2020-12-31	$101,407
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$215,320
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	$10,019
2019 : FITZPATRICK & HUNT 401K 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	$4,568,585
Expenses. Total of all expenses incurred	2019-12-31	$2,837,088
Benefits paid (including direct rollovers)	2019-12-31	$2,828,481
Total plan assets at end of year	2019-12-31	$15,367,652
Total plan assets at beginning of year	2019-12-31	$13,636,155
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$512,013
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$776,615
Other income received	2019-12-31	$3,074,593
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,731,497
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$15,367,652
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$13,636,155
Assets. Value of participant loans	2019-12-31	$134,630
Total contributions received or receivable from employer(s)	2019-12-31	$205,364
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	$8,607
2018 : FITZPATRICK & HUNT 401K 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	$19,626
Expenses. Total of all expenses incurred	2018-12-31	$1,134,034
Benefits paid (including direct rollovers)	2018-12-31	$1,124,160
Total plan assets at end of year	2018-12-31	$13,636,155
Total plan assets at beginning of year	2018-12-31	$14,750,563
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$464,434
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$59,235
Other income received	2018-12-31	$-689,094
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,114,408
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$13,636,155
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$14,750,563
Assets. Value of participant loans	2018-12-31	$149,293
Total contributions received or receivable from employer(s)	2018-12-31	$185,051
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	$9,874
2017 : FITZPATRICK & HUNT 401K PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$3,495,454
Expenses. Total of all expenses incurred	2017-12-31	$262,732
Benefits paid (including direct rollovers)	2017-12-31	$257,012
Total plan assets at end of year	2017-12-31	$14,750,563
Total plan assets at beginning of year	2017-12-31	$11,517,841
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$400,423
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$824,405
Other income received	2017-12-31	$2,109,793
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$3,232,722
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$14,750,563
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$11,517,841
Assets. Value of participant loans	2017-12-31	$196,573
Total contributions received or receivable from employer(s)	2017-12-31	$160,833
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,720
2016 : FITZPATRICK & HUNT 401K PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$916,146
Expenses. Total of all expenses incurred	2016-12-31	$1,282,136
Benefits paid (including direct rollovers)	2016-12-31	$1,273,925
Total plan assets at end of year	2016-12-31	$11,517,841
Total plan assets at beginning of year	2016-12-31	$11,883,831
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$330,275
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$469,020
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-365,990
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$11,517,841
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,883,831
Assets. Value of participant loans	2016-12-31	$185,929
Total contributions received or receivable from employer(s)	2016-12-31	$116,851
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,211
2015 : FITZPATRICK & HUNT 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$420,989
Expenses. Total of all expenses incurred	2015-12-31	$697,669
Benefits paid (including direct rollovers)	2015-12-31	$687,248
Total plan assets at end of year	2015-12-31	$11,883,831
Total plan assets at beginning of year	2015-12-31	$12,160,511
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$323,065
Other income received	2015-12-31	$-23,041
Net income (gross income less expenses)	2015-12-31	$-276,680
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$11,883,831
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$12,160,511
Assets. Value of participant loans	2015-12-31	$157,880
Total contributions received or receivable from employer(s)	2015-12-31	$120,965
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,421
2014 : FITZPATRICK & HUNT 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,262,949
Expenses. Total of all expenses incurred	2014-12-31	$527,431
Benefits paid (including direct rollovers)	2014-12-31	$510,524
Total plan assets at end of year	2014-12-31	$12,160,511
Total plan assets at beginning of year	2014-12-31	$11,424,993
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$385,371
Other income received	2014-12-31	$741,897
Net income (gross income less expenses)	2014-12-31	$735,518
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$12,160,511
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$11,424,993
Assets. Value of participant loans	2014-12-31	$184,250
Total contributions received or receivable from employer(s)	2014-12-31	$135,681
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,907
2013 : FITZPATRICK & HUNT 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,980,224
Expenses. Total of all expenses incurred	2013-12-31	$157,448
Benefits paid (including direct rollovers)	2013-12-31	$142,649
Total plan assets at end of year	2013-12-31	$11,424,993
Total plan assets at beginning of year	2013-12-31	$9,602,217
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$361,139
Contributions received from other sources (not participants or employers)	2013-12-31	$5,420
Other income received	2013-12-31	$1,613,665
Net income (gross income less expenses)	2013-12-31	$1,822,776
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$11,424,993
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,602,217
Assets. Value of participant loans	2013-12-31	$123,940
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$14,799
2012 : FITZPATRICK & HUNT 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,446,354
Expenses. Total of all expenses incurred	2012-12-31	$851,661
Benefits paid (including direct rollovers)	2012-12-31	$837,985
Total plan assets at end of year	2012-12-31	$9,602,217
Total plan assets at beginning of year	2012-12-31	$9,007,524
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$368,901
Contributions received from other sources (not participants or employers)	2012-12-31	$3,849
Other income received	2012-12-31	$1,073,604
Net income (gross income less expenses)	2012-12-31	$594,693
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9,602,217
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$9,007,524
Assets. Value of participant loans	2012-12-31	$193,450
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$13,676
2011 : FITZPATRICK & HUNT 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$122,537
Expenses. Total of all expenses incurred	2011-12-31	$33,357
Benefits paid (including direct rollovers)	2011-12-31	$20,722
Total plan assets at end of year	2011-12-31	$9,007,524
Total plan assets at beginning of year	2011-12-31	$8,918,344
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$232,072
Contributions received from other sources (not participants or employers)	2011-12-31	$16,464
Other income received	2011-12-31	$-132,293
Net income (gross income less expenses)	2011-12-31	$89,180
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$9,007,524
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,918,344
Assets. Value of participant loans	2011-12-31	$195,423
Total contributions received or receivable from employer(s)	2011-12-31	$6,294
Value of corrective distributions	2011-12-31	$921
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$11,714
2010 : FITZPATRICK & HUNT 401K PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$6,174,819
Total income from all sources	2010-12-31	$2,846,781
Expenses. Total of all expenses incurred	2010-12-31	$103,256
Benefits paid (including direct rollovers)	2010-12-31	$100,000
Total plan assets at end of year	2010-12-31	$8,918,344
Total plan assets at beginning of year	2010-12-31	$0
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$109,305
Contributions received from other sources (not participants or employers)	2010-12-31	$1,625,495
Other income received	2010-12-31	$1,111,981
Net income (gross income less expenses)	2010-12-31	$2,743,525
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,918,344
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of participant loans	2010-12-31	$244,459
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,256

Form 5500 Responses for FITZPATRICK & HUNT 401K PLAN

2023: FITZPATRICK & HUNT 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FITZPATRICK & HUNT 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FITZPATRICK & HUNT 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FITZPATRICK & HUNT 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: FITZPATRICK & HUNT 401K 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: FITZPATRICK & HUNT 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FITZPATRICK & HUNT 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FITZPATRICK & HUNT 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FITZPATRICK & HUNT 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FITZPATRICK & HUNT 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FITZPATRICK & HUNT 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FITZPATRICK & HUNT 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FITZPATRICK & HUNT 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FITZPATRICK & HUNT 401K PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	First time form 5500 has been submitted	Yes
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FITZPATRICK, HUNT & PAGANO, LLP
Employer identification number (EIN):	271953619
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers