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THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE FLETCHER FIRM, INC. PROFIT SHARING PLAN
Plan identification number 001

THE FLETCHER FIRM, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

THE FLETCHER FIRM, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE FLETCHER FIRM, INC.
Employer identification number (EIN):710541867
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FLETCHER FIRM, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-04-01HOGANTAYLOR LLP PREPARER2016-03-18 HOGANTAYLOR LLP PREPARER2016-03-18
0012014-04-01
0012013-04-01
0012012-04-01JOHN R. FLETCHER
0012011-04-01JOHN R FLETCHER
0012010-04-01JOHN R FLETCHER
0012009-04-01JOHN R FLETCHER

Plan Statistics for THE FLETCHER FIRM, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for THE FLETCHER FIRM, INC. PROFIT SHARING PLAN

Measure Date Value
2014: THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-013
Total number of active participants reported on line 7a of the Form 55002014-04-012
Number of other retired or separated participants entitled to future benefits2014-04-011
Total of all active and inactive participants2014-04-013
Total participants2014-04-013
Number of participants with account balances2014-04-013
2013: THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-013
Total number of active participants reported on line 7a of the Form 55002013-04-013
Total of all active and inactive participants2013-04-013
Total participants2013-04-013
Number of participants with account balances2013-04-013
2012: THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-013
Total number of active participants reported on line 7a of the Form 55002012-04-013
Total of all active and inactive participants2012-04-013
Total participants2012-04-013
Number of participants with account balances2012-04-013
2011: THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-013
Total number of active participants reported on line 7a of the Form 55002011-04-013
Total of all active and inactive participants2011-04-013
Total participants2011-04-013
Number of participants with account balances2011-04-013
2010: THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-013
Total number of active participants reported on line 7a of the Form 55002010-04-013
Total of all active and inactive participants2010-04-013
Total participants2010-04-013
Number of participants with account balances2010-04-013
2009: THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-013
Total number of active participants reported on line 7a of the Form 55002009-04-013
Total of all active and inactive participants2009-04-013
Total participants2009-04-013
Number of participants with account balances2009-04-013

Financial Data on THE FLETCHER FIRM, INC. PROFIT SHARING PLAN

Measure Date Value
2015 : THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-03-31$38,157
Expenses. Total of all expenses incurred2015-03-31$74,166
Benefits paid (including direct rollovers)2015-03-31$53,500
Total plan assets at end of year2015-03-31$1,560,135
Total plan assets at beginning of year2015-03-31$1,596,144
Value of fidelity bond covering the plan2015-03-31$200,000
Other income received2015-03-31$38,157
Net income (gross income less expenses)2015-03-31$-36,009
Net plan assets at end of year (total assets less liabilities)2015-03-31$1,560,135
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$1,596,144
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$20,666
2014 : THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-03-31$148,426
Expenses. Total of all expenses incurred2014-03-31$74,387
Benefits paid (including direct rollovers)2014-03-31$54,180
Total plan assets at end of year2014-03-31$1,596,144
Total plan assets at beginning of year2014-03-31$1,522,105
Value of fidelity bond covering the plan2014-03-31$200,000
Other income received2014-03-31$148,426
Net income (gross income less expenses)2014-03-31$74,039
Net plan assets at end of year (total assets less liabilities)2014-03-31$1,596,144
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$1,522,105
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$20,207
2013 : THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-03-31$114,848
Expenses. Total of all expenses incurred2013-03-31$173,594
Benefits paid (including direct rollovers)2013-03-31$145,375
Total plan assets at end of year2013-03-31$1,522,105
Total plan assets at beginning of year2013-03-31$1,580,851
Value of fidelity bond covering the plan2013-03-31$200,000
Expenses. Other expenses not covered elsewhere2013-03-31$28,219
Other income received2013-03-31$114,848
Net income (gross income less expenses)2013-03-31$-58,746
Net plan assets at end of year (total assets less liabilities)2013-03-31$1,522,105
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$1,580,851
2012 : THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-03-31$-21,194
Expenses. Total of all expenses incurred2012-03-31$19,146
Total plan assets at end of year2012-03-31$1,580,851
Total plan assets at beginning of year2012-03-31$1,621,191
Value of fidelity bond covering the plan2012-03-31$200,000
Expenses. Other expenses not covered elsewhere2012-03-31$19,146
Other income received2012-03-31$-21,194
Net income (gross income less expenses)2012-03-31$-40,340
Net plan assets at end of year (total assets less liabilities)2012-03-31$1,580,851
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$1,621,191
2011 : THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-03-31$132,829
Expenses. Total of all expenses incurred2011-03-31$13,199
Total plan assets at end of year2011-03-31$1,621,191
Total plan assets at beginning of year2011-03-31$1,501,561
Value of fidelity bond covering the plan2011-03-31$200,000
Expenses. Other expenses not covered elsewhere2011-03-31$13,199
Other income received2011-03-31$117,829
Net income (gross income less expenses)2011-03-31$119,630
Net plan assets at end of year (total assets less liabilities)2011-03-31$1,621,191
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$1,501,561
Total contributions received or receivable from employer(s)2011-03-31$15,000

Form 5500 Responses for THE FLETCHER FIRM, INC. PROFIT SHARING PLAN

2014: THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: THE FLETCHER FIRM, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number500-1606
Policy instance 2
Insurance contract or identification number500-1606
Number of Individuals Covered1
Insurance policy start date2014-05-23
Insurance policy end date2015-05-23
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number905-62-73
Policy instance 1
Insurance contract or identification number905-62-73
Number of Individuals Covered1
Insurance policy start date2014-02-22
Insurance policy end date2015-02-22
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number905-62-73
Policy instance 1
Insurance contract or identification number905-62-73
Number of Individuals Covered1
Insurance policy start date2013-02-22
Insurance policy end date2014-02-22
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number500-1606
Policy instance 2
Insurance contract or identification number500-1606
Number of Individuals Covered1
Insurance policy start date2013-05-23
Insurance policy end date2014-05-23
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number500-1606
Policy instance 1
Insurance contract or identification number500-1606
Number of Individuals Covered1
Insurance policy start date2012-05-23
Insurance policy end date2013-05-23
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number905-62-73
Policy instance 2
Insurance contract or identification number905-62-73
Number of Individuals Covered1
Insurance policy start date2012-02-22
Insurance policy end date2013-02-22
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number500-1606
Policy instance 1
Insurance contract or identification number500-1606
Insurance policy start date2011-05-23
Insurance policy end date2012-05-23
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number905-62-73
Policy instance 2
Insurance contract or identification number905-62-73
Insurance policy start date2011-02-22
Insurance policy end date2012-02-22
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number500-1606
Policy instance 1
Insurance contract or identification number500-1606
Insurance policy start date2010-05-23
Insurance policy end date2011-05-23
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number905-62-73
Policy instance 2
Insurance contract or identification number905-62-73
Insurance policy start date2010-02-22
Insurance policy end date2011-02-22
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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