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FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 401k Plan overview

Plan NameFITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN
Plan identification number 001

FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • 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

FITZGERALD, DEPIETRO & WOJNAS, has sponsored the creation of one or more 401k plans.

Company Name:FITZGERALD, DEPIETRO & WOJNAS,
Employer identification number (EIN):161163912
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL DEPIETRO2024-06-27
0012022-01-01MICHAEL DEPIETRO2023-07-26
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID J. WOJNAS
0012016-01-01DAVID J. WOJNAS
0012015-01-01DAVID J. WOJNAS
0012014-01-01DAVID J. WOJNAS
0012013-01-01DAVID J. WOJNAS
0012012-01-01DAVID J. WOJNAS
0012011-01-01DAVID J WOJNAS
0012010-01-01DAVID J WOJNAS
0012009-01-01L MICHAEL FITZGERALD

Plan Statistics for FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN

401k plan membership statisitcs for FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN

Measure Date Value
2017: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0123
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0128
Total participants2017-01-0128
Number of participants with account balances2017-01-0128
2016: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0123
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0125
Total participants2016-01-0125
2015: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0121
Total number of active participants reported on line 7a of the Form 55002015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0123
Total participants2015-01-0123
2014: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0121
Total participants2014-01-0121
2013: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0125
Total participants2013-01-0125
2012: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0126
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0124
Total participants2012-01-0124
Number of participants with account balances2012-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0119
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0126
Total participants2011-01-0126
Number of participants with account balances2011-01-0126
2010: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0125
Total number of active participants reported on line 7a of the Form 55002010-01-0119
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0125
2009: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0124
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0125
Number of participants with account balances2009-01-0125

Financial Data on FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN

Measure Date Value
2017 : FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2017 401k financial data
Total income from all sources2017-12-31$533,991
Expenses. Total of all expenses incurred2017-12-31$72,172
Benefits paid (including direct rollovers)2017-12-31$72,172
Total plan assets at end of year2017-12-31$4,022,269
Total plan assets at beginning of year2017-12-31$3,560,450
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$152,004
Other income received2017-12-31$291,879
Net income (gross income less expenses)2017-12-31$461,819
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,022,269
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,560,450
Assets. Value of participant loans2017-12-31$5,058
Total contributions received or receivable from employer(s)2017-12-31$90,108
2016 : FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2016 401k financial data
Total income from all sources2016-12-31$455,468
Expenses. Total of all expenses incurred2016-12-31$153,813
Benefits paid (including direct rollovers)2016-12-31$153,813
Total plan assets at end of year2016-12-31$3,560,450
Total plan assets at beginning of year2016-12-31$3,258,795
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$149,580
Other income received2016-12-31$220,982
Net income (gross income less expenses)2016-12-31$301,655
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,560,450
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,258,795
Assets. Value of participant loans2016-12-31$8,036
Total contributions received or receivable from employer(s)2016-12-31$84,906
2015 : FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2015 401k financial data
Total income from all sources2015-12-31$290,803
Expenses. Total of all expenses incurred2015-12-31$66,505
Benefits paid (including direct rollovers)2015-12-31$66,505
Total plan assets at end of year2015-12-31$3,258,795
Total plan assets at beginning of year2015-12-31$3,034,497
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$157,751
Other income received2015-12-31$45,088
Net income (gross income less expenses)2015-12-31$224,298
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,258,795
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,034,497
Assets. Value of participant loans2015-12-31$10,738
Total contributions received or receivable from employer(s)2015-12-31$87,964
2014 : FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2014 401k financial data
Total income from all sources2014-12-31$262,290
Expenses. Total of all expenses incurred2014-12-31$128,070
Benefits paid (including direct rollovers)2014-12-31$128,070
Total plan assets at end of year2014-12-31$3,034,497
Total plan assets at beginning of year2014-12-31$2,900,277
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$176,238
Other income received2014-12-31$3,973
Net income (gross income less expenses)2014-12-31$134,220
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,034,497
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,900,277
Assets. Value of participant loans2014-12-31$13,402
Total contributions received or receivable from employer(s)2014-12-31$82,079
2013 : FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2013 401k financial data
Total income from all sources2013-12-31$603,261
Expenses. Total of all expenses incurred2013-12-31$2,225
Benefits paid (including direct rollovers)2013-12-31$2,225
Total plan assets at end of year2013-12-31$2,900,277
Total plan assets at beginning of year2013-12-31$2,299,241
Value of fidelity bond covering the plan2013-12-31$280,000
Total contributions received or receivable from participants2013-12-31$145,717
Other income received2013-12-31$373,602
Net income (gross income less expenses)2013-12-31$601,036
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,900,277
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,299,241
Assets. Value of participant loans2013-12-31$5,780
Total contributions received or receivable from employer(s)2013-12-31$83,942
2012 : FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2012 401k financial data
Total income from all sources2012-12-31$426,629
Expenses. Total of all expenses incurred2012-12-31$796,625
Benefits paid (including direct rollovers)2012-12-31$796,625
Total plan assets at end of year2012-12-31$2,299,241
Total plan assets at beginning of year2012-12-31$2,669,237
Value of fidelity bond covering the plan2012-12-31$280,000
Total contributions received or receivable from participants2012-12-31$135,717
Other income received2012-12-31$222,642
Net income (gross income less expenses)2012-12-31$-369,996
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,299,241
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,669,237
Assets. Value of participant loans2012-12-31$8,327
Total contributions received or receivable from employer(s)2012-12-31$68,270
2011 : FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2011 401k financial data
Total income from all sources2011-12-31$218,329
Expenses. Total of all expenses incurred2011-12-31$69,323
Benefits paid (including direct rollovers)2011-12-31$69,323
Total plan assets at end of year2011-12-31$2,669,237
Total plan assets at beginning of year2011-12-31$2,520,231
Value of fidelity bond covering the plan2011-12-31$280,000
Total contributions received or receivable from participants2011-12-31$155,298
Other income received2011-12-31$-9,338
Net income (gross income less expenses)2011-12-31$149,006
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,669,237
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,520,231
Assets. Value of participant loans2011-12-31$8,815
Total contributions received or receivable from employer(s)2011-12-31$72,369
2010 : FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2010 401k financial data
Total income from all sources2010-12-31$361,910
Expenses. Total of all expenses incurred2010-12-31$13,251
Benefits paid (including direct rollovers)2010-12-31$13,251
Total plan assets at end of year2010-12-31$2,520,231
Total plan assets at beginning of year2010-12-31$2,171,572
Value of fidelity bond covering the plan2010-12-31$280,000
Total contributions received or receivable from participants2010-12-31$136,880
Other income received2010-12-31$153,324
Net income (gross income less expenses)2010-12-31$348,659
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,520,231
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,171,572
Assets. Value of participant loans2010-12-31$4,749
Total contributions received or receivable from employer(s)2010-12-31$71,706

Form 5500 Responses for FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN

2017: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FITZGERALD, DEPIETRO AND WOJNAS SALARY DEFERRAL PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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