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S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameS.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN
Plan identification number 001

S.F. FISER & COMPANY, P.A. PROFIT SHARING 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.
  • 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.
  • 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.
  • The employer maintaining this ESOP is an S Corporation
  • 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

S.F. FISER & COMPANY, P.A. has sponsored the creation of one or more 401k plans.

Company Name:S.F. FISER & COMPANY, P.A.
Employer identification number (EIN):710749699
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01JEFFREY FENDER2023-08-22
0012021-01-01JEFFREY FENDER2022-09-02
0012020-01-01JEFFREY FENDER2021-09-03
0012019-01-01JEFFREY FENDER2020-08-28
0012018-01-01SAMMY F. FISER2019-09-13
0012017-01-01SAMMY F. FISER
0012016-01-01SAMMY F. FISER
0012015-01-01SAMMY F. FISER
0012014-01-01SAMMY F. FISER
0012013-01-01SAMMY F. FISER
0012012-01-01SAMMY F. FISER
0012011-01-01SHARON BRANYAN
0012010-01-01SAMMY F. FISER SAMMY F. FISER2011-07-14
0012009-01-01SAMMY F. FISER2010-07-26 SAMMY FISER2010-07-26

Plan Statistics for S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN

Measure Date Value
2017: S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0114
Number of participants with account balances2017-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0117
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0115
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0119
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0116
Number of participants with account balances2012-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN

Measure Date Value
2017 : S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$459,210
Expenses. Total of all expenses incurred2017-12-31$37,512
Benefits paid (including direct rollovers)2017-12-31$37,332
Total plan assets at end of year2017-12-31$2,004,368
Total plan assets at beginning of year2017-12-31$1,582,670
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$115,291
Other income received2017-12-31$278,058
Net income (gross income less expenses)2017-12-31$421,698
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,004,368
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,582,670
Total contributions received or receivable from employer(s)2017-12-31$65,861
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$308,360
Expenses. Total of all expenses incurred2016-12-31$18,518
Benefits paid (including direct rollovers)2016-12-31$17,948
Total plan assets at end of year2016-12-31$1,582,670
Total plan assets at beginning of year2016-12-31$1,292,828
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$112,557
Other income received2016-12-31$138,222
Net income (gross income less expenses)2016-12-31$289,842
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,582,670
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,292,828
Total contributions received or receivable from employer(s)2016-12-31$57,581
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$156,719
Expenses. Total of all expenses incurred2015-12-31$139,078
Benefits paid (including direct rollovers)2015-12-31$138,718
Total plan assets at end of year2015-12-31$1,292,828
Total plan assets at beginning of year2015-12-31$1,275,187
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$112,397
Contributions received from other sources (not participants or employers)2015-12-31$24,444
Other income received2015-12-31$-32,326
Net income (gross income less expenses)2015-12-31$17,641
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,292,828
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,275,187
Total contributions received or receivable from employer(s)2015-12-31$52,204
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$301,251
Expenses. Total of all expenses incurred2014-12-31$34,452
Benefits paid (including direct rollovers)2014-12-31$34,452
Total plan assets at end of year2014-12-31$1,275,187
Total plan assets at beginning of year2014-12-31$1,008,388
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$111,498
Other income received2014-12-31$131,985
Net income (gross income less expenses)2014-12-31$266,799
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,275,187
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,008,388
Total contributions received or receivable from employer(s)2014-12-31$57,768
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2013 401k financial data
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$303,645
Expenses. Total of all expenses incurred2013-12-31$33,096
Benefits paid (including direct rollovers)2013-12-31$32,342
Total plan assets at end of year2013-12-31$1,008,388
Total plan assets at beginning of year2013-12-31$737,839
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$106,365
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$133,584
Net income (gross income less expenses)2013-12-31$270,549
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,008,388
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$737,839
Total contributions received or receivable from employer(s)2013-12-31$63,696
Value of corrective distributions2013-12-31$754
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$109,392
Expenses. Total of all expenses incurred2012-12-31$15,042
Benefits paid (including direct rollovers)2012-12-31$15,042
Total plan assets at end of year2012-12-31$737,839
Total plan assets at beginning of year2012-12-31$643,489
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$60,198
Other income received2012-12-31$8,538
Net income (gross income less expenses)2012-12-31$94,350
Net plan assets at end of year (total assets less liabilities)2012-12-31$737,839
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$643,489
Total contributions received or receivable from employer(s)2012-12-31$40,656
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$153,781
Expenses. Total of all expenses incurred2011-12-31$305,084
Benefits paid (including direct rollovers)2011-12-31$305,084
Total plan assets at end of year2011-12-31$643,489
Total plan assets at beginning of year2011-12-31$794,792
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$45,079
Other income received2011-12-31$29,901
Net income (gross income less expenses)2011-12-31$-151,303
Net plan assets at end of year (total assets less liabilities)2011-12-31$643,489
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$794,792
Total contributions received or receivable from employer(s)2011-12-31$78,801
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$305,084
2010 : S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$21,152
Total plan assets at end of year2010-12-31$794,792
Total plan assets at beginning of year2010-12-31$773,641
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$21,152
Net income (gross income less expenses)2010-12-31$21,152
Net plan assets at end of year (total assets less liabilities)2010-12-31$794,792
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$773,641

Form 5500 Responses for S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN

2017: S.F. FISER & COMPANY, P.A. PROFIT SHARING 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 filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: S.F. FISER & COMPANY, P.A. PROFIT SHARING 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: S.F. FISER & COMPANY, P.A. PROFIT SHARING 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: S.F. FISER & COMPANY, P.A. PROFIT SHARING 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: S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: S.F. FISER & COMPANY, P.A. PROFIT SHARING 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: S.F. FISER & COMPANY, P.A. PROFIT SHARING 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
2010: S.F. FISER & COMPANY, P.A. PROFIT SHARING 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: S.F. FISER & COMPANY, P.A. PROFIT SHARING 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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