401k Plan data: FITTS ROBERTS & CO., P.C. 401(K) PLAN plan

FITTS ROBERTS & CO., P.C. 401(K) PLAN 401k Plan overview

Plan Name	FITTS ROBERTS & CO., P.C. 401(K) PLAN
Plan identification number	004

FITTS ROBERTS & CO., P.C. 401(K) 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.
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

FITTS, ROBERTS, KOLKHORST & CO., P. C. has sponsored the creation of one or more 401k plans.

Company Name: FITTS, ROBERTS, KOLKHORST & CO., P. C.

Employer identification number (EIN): 741699466

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FITTS ROBERTS & CO., P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01 KELLY HUNTER 2020-07-02
004 2018-01-01 KELLY HUNTER 2019-09-25
004 2017-01-01 KELLY HUNTER 2018-06-26
004 2016-01-01 KELLY HUNTER 2017-10-09
004 2015-01-01 KELLY J. HUNTER 2016-10-11
004 2014-01-01 HARRY W. ISENSEE 2015-10-13
004 2013-01-01 HARRY W. ISENSEE 2014-10-14
004 2012-01-01 HARRY W. ISENSEE 2013-10-10
004 2011-01-01 HARRY W. ISENSEE 2012-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2019-01-01	KELLY HUNTER	2020-07-02
004	2018-01-01	KELLY HUNTER	2019-09-25
004	2017-01-01	KELLY HUNTER	2018-06-26
004	2016-01-01	KELLY HUNTER	2017-10-09
004	2015-01-01	KELLY J. HUNTER	2016-10-11
004	2014-01-01	HARRY W. ISENSEE	2015-10-13
004	2013-01-01	HARRY W. ISENSEE	2014-10-14
004	2012-01-01	HARRY W. ISENSEE	2013-10-10
004	2011-01-01	HARRY W. ISENSEE	2012-07-11

Plan Statistics for FITTS ROBERTS & CO., P.C. 401(K) PLAN

401k plan membership statisitcs for FITTS ROBERTS & CO., P.C. 401(K) PLAN

Measure Date Value
2023: FITTS ROBERTS & CO., P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 44
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 19
Total of all active and inactive participants 2023-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 65
Number of participants with account balances 2023-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: FITTS ROBERTS & CO., P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 49
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 74
Number of participants with account balances 2022-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: FITTS ROBERTS & CO., P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 51
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 76
Number of participants with account balances 2021-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FITTS ROBERTS & CO., P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 51
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 74
Number of participants with account balances 2020-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2023: FITTS ROBERTS & CO., P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	44
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	19
Total of all active and inactive participants	2023-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	65
Number of participants with account balances	2023-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: FITTS ROBERTS & CO., P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	49
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	74
Number of participants with account balances	2022-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: FITTS ROBERTS & CO., P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	51
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	76
Number of participants with account balances	2021-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FITTS ROBERTS & CO., P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	51
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	74
Number of participants with account balances	2020-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on FITTS ROBERTS & CO., P.C. 401(K) PLAN

Measure	Date	Value
2023 : FITTS ROBERTS & CO., P.C. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$2,870,549
Expenses. Total of all expenses incurred	2023-12-31	$877,282
Benefits paid (including direct rollovers)	2023-12-31	$841,098
Total plan assets at end of year	2023-12-31	$13,085,702
Total plan assets at beginning of year	2023-12-31	$11,092,435
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$599,708
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$1,856,483
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,993,267
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$13,085,702
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$11,092,435
Assets. Value of participant loans	2023-12-31	$100,312
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$414,358
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$36,184
2022 : FITTS ROBERTS & CO., P.C. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,201,955
Expenses. Total of all expenses incurred	2022-12-31	$607,045
Benefits paid (including direct rollovers)	2022-12-31	$529,980
Total plan assets at end of year	2022-12-31	$11,092,435
Total plan assets at beginning of year	2022-12-31	$12,901,435
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$549,190
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-2,174,707
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,809,000
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$11,092,435
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$12,901,435
Assets. Value of participant loans	2022-12-31	$165,240
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$423,562
Value of certain deemed distributions of participant loans	2022-12-31	$39,994
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$37,071
2021 : FITTS ROBERTS & CO., P.C. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,162,835
Expenses. Total of all expenses incurred	2021-12-31	$326,983
Benefits paid (including direct rollovers)	2021-12-31	$290,106
Total plan assets at end of year	2021-12-31	$12,901,435
Total plan assets at beginning of year	2021-12-31	$11,065,583
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$536,278
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,186,052
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,835,852
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$12,901,435
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$11,065,583
Assets. Value of participant loans	2021-12-31	$67,386
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$440,505
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$36,877
2020 : FITTS ROBERTS & CO., P.C. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,157,655
Expenses. Total of all expenses incurred	2020-12-31	$1,527,597
Benefits paid (including direct rollovers)	2020-12-31	$1,507,796
Total plan assets at end of year	2020-12-31	$11,065,583
Total plan assets at beginning of year	2020-12-31	$11,435,525
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$501,098
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$191,126
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-369,942
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11,065,583
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$11,435,525
Assets. Value of participant loans	2020-12-31	$93,635
Total contributions received or receivable from employer(s)	2020-12-31	$465,431
Value of certain deemed distributions of participant loans	2020-12-31	$3,037
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$16,764

Form 5500 Responses for FITTS ROBERTS & CO., P.C. 401(K) PLAN

2023: FITTS ROBERTS & CO., P.C. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FITTS ROBERTS & CO., P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FITTS ROBERTS & CO., P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FITTS ROBERTS & CO., P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FITTS, ROBERTS, KOLKHORST & CO., P. C.
Employer identification number (EIN):	741699466
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants