401k Plan data: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN plan

FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN
Plan identification number	002

FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.
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.
Life insurance

401k Sponsoring company profile

FENSTER & FENSTER has sponsored the creation of one or more 401k plans.

Company Name: FENSTER & FENSTER

Employer identification number (EIN): 952698993

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 JON FENSTER
002 2023-01-01
002 2023-01-01 GARY FENSTER
002 2022-01-01
002 2022-01-01 GARY FENSTER
002 2021-01-01
002 2021-01-01 GARY FENSTER
002 2020-01-01
002 2019-01-01
002 2018-01-01 GARY FENSTER
002 2017-01-01 GARY FENSTER
002 2016-01-01 GARY FENSTER
002 2015-01-01 GARY FENSTER
002 2014-01-01 GARY FENSTER
002 2013-01-01 GARY FENSTER
002 2012-01-01 GARY FENSTER
002 2011-01-01 GARY FENSTER
002 2009-01-01 GARY FENSTER

Plan Statistics for FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN

Measure Date Value
2023: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
Total of all active and inactive participants 2023-01-01 6
Total participants 2023-01-01 6
Number of participants with account balances 2023-01-01 6
2022: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Total of all active and inactive participants 2022-01-01 7
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 0
2021: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Total of all active and inactive participants 2021-01-01 7
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 0
2020: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Total of all active and inactive participants 2020-01-01 5
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 0
2019: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Total of all active and inactive participants 2019-01-01 6
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
2018: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Total of all active and inactive participants 2018-01-01 6
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
2017: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Total of all active and inactive participants 2017-01-01 6
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
2016: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
2015: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
2014: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 4
2012: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 7
2009: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2023: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
Total of all active and inactive participants	2023-01-01	6
Total participants	2023-01-01	6
Number of participants with account balances	2023-01-01	6
2022: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Total of all active and inactive participants	2022-01-01	7
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	0
2021: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Total of all active and inactive participants	2021-01-01	7
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	0
2020: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Total of all active and inactive participants	2020-01-01	5
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	0
2019: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Total of all active and inactive participants	2019-01-01	6
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
2018: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Total of all active and inactive participants	2018-01-01	6
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
2017: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Total of all active and inactive participants	2017-01-01	6
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
2016: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
2015: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
2014: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	4
2012: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	7
2009: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,861,873
Expenses. Total of all expenses incurred	2023-12-31	$20,723
Benefits paid (including direct rollovers)	2023-12-31	$20,723
Total plan assets at end of year	2023-12-31	$14,974,406
Total plan assets at beginning of year	2023-12-31	$13,133,256
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$67,010
Other income received	2023-12-31	$1,653,952
Net income (gross income less expenses)	2023-12-31	$1,841,150
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$14,974,406
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$13,133,256
Total contributions received or receivable from employer(s)	2023-12-31	$140,911
2022 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-107,327
Total plan assets at end of year	2022-12-31	$13,133,256
Total plan assets at beginning of year	2022-12-31	$13,240,583
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$57,750
Other income received	2022-12-31	$-361,390
Net income (gross income less expenses)	2022-12-31	$-107,327
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$13,133,256
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$13,240,583
Total contributions received or receivable from employer(s)	2022-12-31	$196,313
2021 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$2,391,728
Total plan assets at end of year	2021-12-31	$13,240,583
Total plan assets at beginning of year	2021-12-31	$10,848,855
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$49,455
Other income received	2021-12-31	$2,250,478
Net income (gross income less expenses)	2021-12-31	$2,391,728
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$13,240,583
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,848,855
Total contributions received or receivable from employer(s)	2021-12-31	$91,795
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2020 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$47,032
Expenses. Total of all expenses incurred	2020-12-31	$10,134
Benefits paid (including direct rollovers)	2020-12-31	$10,134
Total plan assets at end of year	2020-12-31	$10,848,855
Total plan assets at beginning of year	2020-12-31	$10,811,957
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$39,016
Other income received	2020-12-31	$-168,663
Net income (gross income less expenses)	2020-12-31	$36,898
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,848,855
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$10,811,957
Total contributions received or receivable from employer(s)	2020-12-31	$176,679
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
2019 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,026,259
Total plan assets at end of year	2019-12-31	$10,811,957
Total plan assets at beginning of year	2019-12-31	$8,785,698
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$36,737
Other income received	2019-12-31	$1,965,474
Net income (gross income less expenses)	2019-12-31	$2,026,259
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$10,811,957
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$8,785,698
Total contributions received or receivable from employer(s)	2019-12-31	$24,048
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
2018 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$728,642
Total income from all sources	2018-12-31	$-208,168
Total plan assets at end of year	2018-12-31	$8,785,698
Total plan assets at beginning of year	2018-12-31	$8,265,224
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$37,297
Other income received	2018-12-31	$-445,787
Net income (gross income less expenses)	2018-12-31	$-208,168
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,785,698
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$8,265,224
Total contributions received or receivable from employer(s)	2018-12-31	$200,322
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,157,923
Total plan assets at end of year	2017-12-31	$8,265,224
Total plan assets at beginning of year	2017-12-31	$7,107,301
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$58,432
Other income received	2017-12-31	$1,044,397
Net income (gross income less expenses)	2017-12-31	$1,157,923
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$8,265,224
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,107,301
Total contributions received or receivable from employer(s)	2017-12-31	$55,094
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
2016 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,318,085
Expenses. Total of all expenses incurred	2016-12-31	$2,892
Benefits paid (including direct rollovers)	2016-12-31	$2,892
Total plan assets at end of year	2016-12-31	$7,107,301
Total plan assets at beginning of year	2016-12-31	$5,792,108
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$80,917
Other income received	2016-12-31	$1,152,054
Net income (gross income less expenses)	2016-12-31	$1,315,193
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,107,301
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,792,108
Total contributions received or receivable from employer(s)	2016-12-31	$85,114
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-72,068
Expenses. Total of all expenses incurred	2015-12-31	$52,080
Benefits paid (including direct rollovers)	2015-12-31	$52,080
Total plan assets at end of year	2015-12-31	$5,792,108
Total plan assets at beginning of year	2015-12-31	$5,916,256
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$204,129
Other income received	2015-12-31	$-352,954
Net income (gross income less expenses)	2015-12-31	$-124,148
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,792,108
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,916,256
Total contributions received or receivable from employer(s)	2015-12-31	$76,757
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$345,852
Expenses. Total of all expenses incurred	2014-12-31	$18,386
Benefits paid (including direct rollovers)	2014-12-31	$18,386
Total plan assets at end of year	2014-12-31	$5,916,256
Total plan assets at beginning of year	2014-12-31	$5,588,790
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$72,567
Other income received	2014-12-31	$199,037
Net income (gross income less expenses)	2014-12-31	$327,466
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,916,256
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,588,790
Total contributions received or receivable from employer(s)	2014-12-31	$74,248
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,596,403
Expenses. Total of all expenses incurred	2013-12-31	$77,024
Benefits paid (including direct rollovers)	2013-12-31	$77,024
Total plan assets at end of year	2013-12-31	$5,588,790
Total plan assets at beginning of year	2013-12-31	$4,069,411
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$38,711
Other income received	2013-12-31	$1,474,136
Net income (gross income less expenses)	2013-12-31	$1,519,379
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,588,790
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,069,411
Total contributions received or receivable from employer(s)	2013-12-31	$83,556
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 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$953,034
Expenses. Total of all expenses incurred	2012-12-31	$381,794
Benefits paid (including direct rollovers)	2012-12-31	$381,794
Total plan assets at end of year	2012-12-31	$4,069,411
Total plan assets at beginning of year	2012-12-31	$3,498,171
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$57,664
Other income received	2012-12-31	$765,692
Net income (gross income less expenses)	2012-12-31	$571,240
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,069,411
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,498,171
Total contributions received or receivable from employer(s)	2012-12-31	$129,678
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 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$164,501
Expenses. Total of all expenses incurred	2011-12-31	$49,496
Benefits paid (including direct rollovers)	2011-12-31	$49,496
Total plan assets at end of year	2011-12-31	$3,498,171
Total plan assets at beginning of year	2011-12-31	$3,383,166
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$49,897
Other income received	2011-12-31	$65,727
Net income (gross income less expenses)	2011-12-31	$115,005
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,498,171
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,383,166
Total contributions received or receivable from employer(s)	2011-12-31	$48,877
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 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$851,313
Expenses. Total of all expenses incurred	2010-12-31	$18,000
Benefits paid (including direct rollovers)	2010-12-31	$18,000
Total plan assets at end of year	2010-12-31	$3,383,166
Total plan assets at beginning of year	2010-12-31	$2,549,853
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$47,714
Other income received	2010-12-31	$700,774
Net income (gross income less expenses)	2010-12-31	$833,313
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,383,166
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,549,853
Total contributions received or receivable from employer(s)	2010-12-31	$102,825
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 : FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2009 401k financial data
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 FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN

2023: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FENSTER & FENSTER AN ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS-INDIV.
Policy instance	1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS-INDIV.
Policy instance	1

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Company Name:	FENSTER & FENSTER
Employer identification number (EIN):	952698993
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Plan id#	Filing Submission Date	Name of Administrator
002	2024-01-01	JON FENSTER
002	2023-01-01
002	2023-01-01	GARY FENSTER
002	2022-01-01
002	2022-01-01	GARY FENSTER
002	2021-01-01
002	2021-01-01	GARY FENSTER
002	2020-01-01
002	2019-01-01
002	2018-01-01	GARY FENSTER
002	2017-01-01	GARY FENSTER
002	2016-01-01	GARY FENSTER
002	2015-01-01	GARY FENSTER
002	2014-01-01	GARY FENSTER
002	2013-01-01	GARY FENSTER
002	2012-01-01	GARY FENSTER
002	2011-01-01	GARY FENSTER
002	2009-01-01	GARY FENSTER