401k Plan data: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN plan

FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 401k Plan overview

Plan Name	FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN
Plan identification number	001

FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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

FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L.L.P.

Employer identification number (EIN): 721329574

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN WERNER 2024-07-09 JOHN WERNER 2024-07-09
001 2022-01-01 JASON HIJUELOS 2023-06-14
001 2021-01-01 PATRICIA CHRISTOVICH 2022-07-27
001 2020-01-01 PATRICIA CHRISTOVICH 2021-06-30
001 2019-01-01 PATRICIA CHRISTOVICH 2020-07-01
001 2018-01-01 PATRICIA CHRISTOVICH 2019-07-29
001 2017-01-01 PATRICIA CHRISTOVICH 2018-09-23
001 2016-01-01 PATRICIA CHRISTOVICH 2017-09-20
001 2015-01-01 PATRICIA CHRISTOVICH 2016-09-06
001 2014-01-01 PATRICIA CHRISTOVICH 2015-08-26 PATRICIA CHRISTOVICH 2015-08-26
001 2013-01-01 PATRICIA CHRISTOVICH PATRICIA CHRISTOVICH 2014-07-24
001 2012-01-01 PATRICIA CHRISTOVICH
001 2011-01-01 PATRICIA CHRISTOVICH
001 2010-01-01 JILL C. WAID
001 2009-01-01 JILL C. WAID 2010-09-20
001 2009-01-01 JILL C. WAID JILL C. WAID 2010-09-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOHN WERNER	2024-07-09	JOHN WERNER	2024-07-09
001	2022-01-01	JASON HIJUELOS	2023-06-14
001	2021-01-01	PATRICIA CHRISTOVICH	2022-07-27
001	2020-01-01	PATRICIA CHRISTOVICH	2021-06-30
001	2019-01-01	PATRICIA CHRISTOVICH	2020-07-01
001	2018-01-01	PATRICIA CHRISTOVICH	2019-07-29
001	2017-01-01	PATRICIA CHRISTOVICH	2018-09-23
001	2016-01-01	PATRICIA CHRISTOVICH	2017-09-20
001	2015-01-01	PATRICIA CHRISTOVICH	2016-09-06
001	2014-01-01	PATRICIA CHRISTOVICH	2015-08-26	PATRICIA CHRISTOVICH	2015-08-26
001	2013-01-01	PATRICIA CHRISTOVICH		PATRICIA CHRISTOVICH	2014-07-24
001	2012-01-01	PATRICIA CHRISTOVICH
001	2011-01-01	PATRICIA CHRISTOVICH
001	2010-01-01	JILL C. WAID
001	2009-01-01			JILL C. WAID	2010-09-20
001	2009-01-01	JILL C. WAID		JILL C. WAID	2010-09-20

Plan Statistics for FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN

401k plan membership statisitcs for FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN

Measure Date Value
2013: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 33
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 18
Total of all active and inactive participants 2013-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 51
Number of participants with account balances 2013-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 32
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 15
Total of all active and inactive participants 2012-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 47
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: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 30
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 13
Total of all active and inactive participants 2011-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 43
Number of participants with account balances 2011-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 28
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 41
Number of participants with account balances 2010-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 34
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 9
Total of all active and inactive participants 2009-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 43
Number of participants with account balances 2009-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	33
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	18
Total of all active and inactive participants	2013-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	51
Number of participants with account balances	2013-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	32
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	15
Total of all active and inactive participants	2012-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	47
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: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	30
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	13
Total of all active and inactive participants	2011-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	43
Number of participants with account balances	2011-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	28
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	41
Number of participants with account balances	2010-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	34
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	9
Total of all active and inactive participants	2009-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	43
Number of participants with account balances	2009-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN

Measure	Date	Value
2013 : FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,259,167
Expenses. Total of all expenses incurred	2013-12-31	$526,804
Benefits paid (including direct rollovers)	2013-12-31	$526,804
Total plan assets at end of year	2013-12-31	$9,967,466
Total plan assets at beginning of year	2013-12-31	$8,235,103
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$373,296
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$132,740
Other income received	2013-12-31	$1,254,647
Net income (gross income less expenses)	2013-12-31	$1,732,363
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,967,466
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$8,235,103
Assets. Value of participant loans	2013-12-31	$151,892
Total contributions received or receivable from employer(s)	2013-12-31	$498,484
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 : FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,366,194
Expenses. Total of all expenses incurred	2012-12-31	$37,193
Benefits paid (including direct rollovers)	2012-12-31	$37,193
Total plan assets at end of year	2012-12-31	$8,235,103
Total plan assets at beginning of year	2012-12-31	$6,906,102
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$292,249
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$9,611
Other income received	2012-12-31	$650,691
Net income (gross income less expenses)	2012-12-31	$1,329,001
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$8,235,103
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,906,102
Assets. Value of participant loans	2012-12-31	$30,031
Total contributions received or receivable from employer(s)	2012-12-31	$413,643
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 : FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$737,349
Expenses. Total of all expenses incurred	2011-12-31	$1,484,951
Benefits paid (including direct rollovers)	2011-12-31	$1,484,951
Total plan assets at end of year	2011-12-31	$6,906,102
Total plan assets at beginning of year	2011-12-31	$7,653,705
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$281,566
Expenses. Other expenses not covered elsewhere	2011-12-31	$-1,230
Contributions received from other sources (not participants or employers)	2011-12-31	$121,023
Other income received	2011-12-31	$-41,036
Net income (gross income less expenses)	2011-12-31	$-747,602
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,906,102
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,653,705
Assets. Value of participant loans	2011-12-31	$23,039
Total contributions received or receivable from employer(s)	2011-12-31	$375,796
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$1,230
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 : FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,485,679
Expenses. Total of all expenses incurred	2010-12-31	$410,010
Benefits paid (including direct rollovers)	2010-12-31	$410,010
Total plan assets at end of year	2010-12-31	$7,653,705
Total plan assets at beginning of year	2010-12-31	$6,578,036
Total contributions received or receivable from participants	2010-12-31	$266,240
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$242,909
Other income received	2010-12-31	$595,206
Net income (gross income less expenses)	2010-12-31	$1,075,669
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,653,705
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,578,036
Assets. Value of participant loans	2010-12-31	$18,850
Total contributions received or receivable from employer(s)	2010-12-31	$381,324
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 : FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 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 FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN

2013: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 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: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 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: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 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
2010: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L. L. P PROFIT SHARING PLAN 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:	FISHMAN HAYGOOD PHELPS WALMSLEY WILLIS & SWANSON, L.L.P.
Employer identification number (EIN):	721329574
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers