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FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameFEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN
Plan identification number 001

FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

FEHR ACCOUNTING AND TAX SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FEHR ACCOUNTING AND TAX SERVICES, INC.
Employer identification number (EIN):270758669
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01CHRISTOPHER M. FEHR CHRISTOPHER M. FEHR2017-06-08
0012016-01-01CHRISTOPHER M. FEHR CHRISTOPHER M. FEHR2017-05-01
0012015-01-01CHRISTOPHER M. FEHR CHRISTOPHER M. FEHR2016-10-12
0012014-01-01CHRISTOPHER M. FEHR CHRISTOPHER M. FEHR2015-08-03
0012013-01-01CHRISTOPHER M. FEHR CHRISTOPHER M. FEHR2015-07-08
0012012-01-01CHRISTOPHER M. FEHR CHRISTOPHER M. FEHR2013-09-18
0012011-01-01CHRIS FEHR CHRIS FEHR2012-07-23

Plan Statistics for FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN

Measure Date Value
2017: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN

Measure Date Value
2017 : FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-02-10$0
Total plan liabilities at end of year2017-02-10$0
Total plan liabilities at beginning of year2017-02-10$0
Total income from all sources2017-02-10$-2
Expenses. Total of all expenses incurred2017-02-10$102,123
Benefits paid (including direct rollovers)2017-02-10$102,123
Total plan assets at end of year2017-02-10$0
Total plan assets at beginning of year2017-02-10$102,125
Total contributions received or receivable from participants2017-02-10$0
Expenses. Other expenses not covered elsewhere2017-02-10$0
Contributions received from other sources (not participants or employers)2017-02-10$0
Other income received2017-02-10$-2
Noncash contributions received2017-02-10$0
Net income (gross income less expenses)2017-02-10$-102,125
Net plan assets at end of year (total assets less liabilities)2017-02-10$0
Net plan assets at beginning of year (total assets less liabilities)2017-02-10$102,125
Assets. Value of employer securities2017-02-10$0
Total contributions received or receivable from employer(s)2017-02-10$0
Value of certain deemed distributions of participant loans2017-02-10$0
Value of corrective distributions2017-02-10$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-02-10$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-10$0
2016 : FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$8,540
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$102,125
Total plan assets at beginning of year2016-12-31$93,585
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$8,540
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$8,540
Net plan assets at end of year (total assets less liabilities)2016-12-31$102,125
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$93,585
Assets. Value of employer securities2016-12-31$102,125
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-6,822
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$93,585
Total plan assets at beginning of year2015-12-31$100,407
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-6,822
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-6,822
Net plan assets at end of year (total assets less liabilities)2015-12-31$93,585
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$100,407
Assets. Value of employer securities2015-12-31$93,585
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$18,790
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$100,407
Total plan assets at beginning of year2014-12-31$81,617
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$18,790
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$18,790
Net plan assets at end of year (total assets less liabilities)2014-12-31$100,407
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$81,617
Assets. Value of employer securities2014-12-31$100,407
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$-11,513
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$81,617
Total plan assets at beginning of year2013-12-31$93,130
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-11,513
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-11,513
Net plan assets at end of year (total assets less liabilities)2013-12-31$81,617
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$93,130
Assets. Value of employer securities2013-12-31$81,617
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$-53,569
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$93,130
Total plan assets at beginning of year2012-12-31$146,699
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$-53,569
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-53,569
Net plan assets at end of year (total assets less liabilities)2012-12-31$93,130
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$146,699
Assets. Value of employer securities2012-12-31$93,130
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$88,546
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$146,699
Total plan assets at beginning of year2011-12-31$58,153
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$88,546
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$88,546
Net plan assets at end of year (total assets less liabilities)2011-12-31$146,699
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$58,153
Assets. Value of employer securities2011-12-31$146,699
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$-34,982
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$58,153
Total plan assets at beginning of year2010-12-31$93,135
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-34,982
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-34,982
Net plan assets at end of year (total assets less liabilities)2010-12-31$58,153
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$93,135
Assets. Value of employer securities2010-12-31$58,152
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN

2017: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FEHR ACCOUNTING AND TAX SERVICES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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