401k Plan data: AMERICAN FUNDS BASIC PROFIT SHARING PLAN plan

AMERICAN FUNDS BASIC PROFIT SHARING PLAN 401k Plan overview

Plan Name	AMERICAN FUNDS BASIC PROFIT SHARING PLAN
Plan identification number	001

AMERICAN FUNDS BASIC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
One-participant plan - A plan without employees as defined in 29 CFR 2510.3-3(b).

401k Sponsoring company profile

RONALD F FISK has sponsored the creation of one or more 401k plans.

Company Name: RONALD F FISK

Employer identification number (EIN): 431091651

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN FUNDS BASIC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 RONALD FISK RONALD F FISK 2018-10-16
001 2016-01-01 RONALD F FISK 2018-10-18
001 2015-01-01 RONALD FISK RONALD F FISK 2016-11-14
001 2015-01-01 RONALD F FISK 2016-10-13
001 2014-01-01 RONALD FISK RONALD F FISK 2016-10-13
001 2014-01-01 RONALD FISK RONALD F FISK 2016-11-14
001 2013-01-01 RONALD FISK RONALD F FISK 2014-10-13
001 2012-01-01 RONALD FISK RONALD F FISK 2013-10-13
001 2011-01-01 BG WOLFE, JR. RONALD F FISK 2012-07-31
001 2009-01-01 BG WOLFE, JR.

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	RONALD FISK	RONALD F FISK	2018-10-16
001	2016-01-01		RONALD F FISK	2018-10-18
001	2015-01-01	RONALD FISK	RONALD F FISK	2016-11-14
001	2015-01-01		RONALD F FISK	2016-10-13
001	2014-01-01	RONALD FISK	RONALD F FISK	2016-10-13
001	2014-01-01	RONALD FISK	RONALD F FISK	2016-11-14
001	2013-01-01	RONALD FISK	RONALD F FISK	2014-10-13
001	2012-01-01	RONALD FISK	RONALD F FISK	2013-10-13
001	2011-01-01	BG WOLFE, JR.	RONALD F FISK	2012-07-31
001	2009-01-01	BG WOLFE, JR.

Plan Statistics for AMERICAN FUNDS BASIC PROFIT SHARING PLAN

401k plan membership statisitcs for AMERICAN FUNDS BASIC PROFIT SHARING PLAN

Measure Date Value
2017: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
2011: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
2009: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2017: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
2011: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
2009: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on AMERICAN FUNDS BASIC PROFIT SHARING PLAN

Measure	Date	Value
2017 : AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$60,006
Expenses. Total of all expenses incurred	2017-12-31	$1,023,014
Benefits paid (including direct rollovers)	2017-12-31	$1,023,014
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$963,008
Other income received	2017-12-31	$49,310
Net income (gross income less expenses)	2017-12-31	$-963,008
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$963,008
Total contributions received or receivable from employer(s)	2017-12-31	$10,696
2016 : AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$80,802
Expenses. Total of all expenses incurred	2016-12-31	$39,852
Benefits paid (including direct rollovers)	2016-12-31	$39,692
Total plan assets at end of year	2016-12-31	$963,008
Total plan assets at beginning of year	2016-12-31	$922,058
Other income received	2016-12-31	$72,096
Net income (gross income less expenses)	2016-12-31	$40,950
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$963,008
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$922,058
Total contributions received or receivable from employer(s)	2016-12-31	$8,706
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$160
2015 : AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$4,559
Expenses. Total of all expenses incurred	2015-12-31	$39,994
Benefits paid (including direct rollovers)	2015-12-31	$39,834
Total plan assets at end of year	2015-12-31	$922,058
Total plan assets at beginning of year	2015-12-31	$957,493
Expenses. Other expenses not covered elsewhere	2015-12-31	$160
Other income received	2015-12-31	$-9,274
Net income (gross income less expenses)	2015-12-31	$-35,435
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$922,058
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$957,493
Total contributions received or receivable from employer(s)	2015-12-31	$13,833
2014 : AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$65,439
Expenses. Total of all expenses incurred	2014-12-31	$37,570
Benefits paid (including direct rollovers)	2014-12-31	$37,440
Total plan assets at end of year	2014-12-31	$957,493
Total plan assets at beginning of year	2014-12-31	$929,624
Expenses. Other expenses not covered elsewhere	2014-12-31	$130
Other income received	2014-12-31	$55,273
Net income (gross income less expenses)	2014-12-31	$27,869
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$957,493
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$929,624
Total contributions received or receivable from employer(s)	2014-12-31	$10,166
2013 : AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$181,840
Expenses. Total of all expenses incurred	2013-12-31	$44,760
Benefits paid (including direct rollovers)	2013-12-31	$44,760
Total plan assets at end of year	2013-12-31	$929,624
Total plan assets at beginning of year	2013-12-31	$792,544
Other income received	2013-12-31	$167,770
Net income (gross income less expenses)	2013-12-31	$137,080
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$929,624
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$792,544
Total contributions received or receivable from employer(s)	2013-12-31	$14,070
2012 : AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$117,422
Expenses. Total of all expenses incurred	2012-12-31	$26,600
Benefits paid (including direct rollovers)	2012-12-31	$26,480
Total plan assets at end of year	2012-12-31	$792,544
Total plan assets at beginning of year	2012-12-31	$701,722
Expenses. Other expenses not covered elsewhere	2012-12-31	$120
Other income received	2012-12-31	$99,322
Net income (gross income less expenses)	2012-12-31	$90,822
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$792,544
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$701,722
Total contributions received or receivable from employer(s)	2012-12-31	$18,100
2011 : AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,061
Expenses. Total of all expenses incurred	2011-12-31	$26,606
Benefits paid (including direct rollovers)	2011-12-31	$26,506
Total plan assets at end of year	2011-12-31	$701,722
Total plan assets at beginning of year	2011-12-31	$727,267
Expenses. Other expenses not covered elsewhere	2011-12-31	$100
Other income received	2011-12-31	$1,061
Net income (gross income less expenses)	2011-12-31	$-25,545
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$701,722
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$727,267
2010 : AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$62,123
Total plan assets at end of year	2010-12-31	$727,267
Total plan assets at beginning of year	2010-12-31	$665,144
Other income received	2010-12-31	$62,123
Net income (gross income less expenses)	2010-12-31	$62,123
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$727,267
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$665,144

Form 5500 Responses for AMERICAN FUNDS BASIC PROFIT SHARING PLAN

2017: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: AMERICAN FUNDS BASIC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	RONALD F FISK
Employer identification number (EIN):	431091651
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers