401k Plan data: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL plan

FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 401k Plan overview

Plan Name	FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL
Plan identification number	001

FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FITZGERALD MORRIS BAKER FIRTH PC has sponsored the creation of one or more 401k plans.

Company Name: FITZGERALD MORRIS BAKER FIRTH PC

Employer identification number (EIN): 141736110

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL

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
001 2016-01-01
001 2015-01-01
001 2014-01-01 SHANNON MCCLENNING
001 2013-01-01 SHANNON MCCLENNING
001 2012-01-01 SHANNON MCCLENNING
001 2011-01-01 JACQUELINE FIGUEROA
001 2009-01-01 SHANNON MCCLENNING

Plan Statistics for FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL

401k plan membership statisitcs for FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL

Measure Date Value
2014: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 29
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 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2013 401k membership
Total participants, beginning-of-year 2013-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
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 8
Total of all active and inactive participants 2013-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 33
Number of participants with account balances 2013-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2012 401k membership
Total participants, beginning-of-year 2012-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
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 6
Total of all active and inactive participants 2012-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 31
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
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 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 26
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 30
Number of participants with account balances 2009-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	29
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	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2013 401k membership
Total participants, beginning-of-year	2013-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
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	8
Total of all active and inactive participants	2013-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	33
Number of participants with account balances	2013-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2012 401k membership
Total participants, beginning-of-year	2012-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
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	6
Total of all active and inactive participants	2012-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	31
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
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	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	26
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	30
Number of participants with account balances	2009-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL

Measure	Date	Value
2014 : FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2014 401k financial data
Total income from all sources	2014-12-31	$213,402
Expenses. Total of all expenses incurred	2014-12-31	$163,921
Benefits paid (including direct rollovers)	2014-12-31	$163,921
Total plan assets at end of year	2014-12-31	$2,661,641
Total plan assets at beginning of year	2014-12-31	$2,612,160
Total contributions received or receivable from participants	2014-12-31	$72,158
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$104,465
Net income (gross income less expenses)	2014-12-31	$49,481
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,661,641
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,612,160
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$36,779
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2013 401k financial data
Total income from all sources	2013-12-31	$378,015
Expenses. Total of all expenses incurred	2013-12-31	$11,508
Benefits paid (including direct rollovers)	2013-12-31	$11,508
Total plan assets at end of year	2013-12-31	$2,612,160
Total plan assets at beginning of year	2013-12-31	$2,245,653
Total contributions received or receivable from participants	2013-12-31	$76,810
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$259,180
Net income (gross income less expenses)	2013-12-31	$366,507
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,612,160
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,245,653
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$42,025
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2012 401k financial data
Total income from all sources	2012-12-31	$226,235
Expenses. Total of all expenses incurred	2012-12-31	$141,317
Benefits paid (including direct rollovers)	2012-12-31	$141,317
Total plan assets at end of year	2012-12-31	$2,245,653
Total plan assets at beginning of year	2012-12-31	$2,160,736
Total contributions received or receivable from participants	2012-12-31	$95,492
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$69,154
Net income (gross income less expenses)	2012-12-31	$84,918
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,245,653
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,160,736
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$61,589
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2011 401k financial data
Total income from all sources	2011-12-31	$185,464
Expenses. Total of all expenses incurred	2011-12-31	$16,164
Benefits paid (including direct rollovers)	2011-12-31	$16,000
Total plan assets at end of year	2011-12-31	$2,160,736
Total plan assets at beginning of year	2011-12-31	$1,991,436
Total contributions received or receivable from participants	2011-12-31	$89,935
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$53,467
Net income (gross income less expenses)	2011-12-31	$169,300
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,160,736
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,991,436
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$42,062
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$164
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2010 401k financial data
Total income from all sources	2010-12-31	$202,940
Expenses. Total of all expenses incurred	2010-12-31	$479
Benefits paid (including direct rollovers)	2010-12-31	$479
Total plan assets at end of year	2010-12-31	$1,991,436
Total plan assets at beginning of year	2010-12-31	$1,788,975
Total contributions received or receivable from participants	2010-12-31	$64,183
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$99,896
Net income (gross income less expenses)	2010-12-31	$202,461
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,991,436
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,788,975
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$38,861
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL

2014: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FITZGERALD MORRIS BAKER FIRTH PC PROFIT SHARING PL 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FITZGERALD MORRIS BAKER FIRTH PC
Employer identification number (EIN):	141736110
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
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
001	2016-01-01
001	2015-01-01
001	2014-01-01	SHANNON MCCLENNING
001	2013-01-01	SHANNON MCCLENNING
001	2012-01-01	SHANNON MCCLENNING
001	2011-01-01	JACQUELINE FIGUEROA
001	2009-01-01	SHANNON MCCLENNING