401k Plan data: FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN plan

FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 401k Plan overview

Plan Name	FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN
Plan identification number	001

FINANCIAL SOLUTIONS LLC 401K SAVINGS 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.
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

FINANCIAL SOLUTIONS LLC has sponsored the creation of one or more 401k plans.

Company Name: FINANCIAL SOLUTIONS LLC

Employer identification number (EIN): 020656520

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JEFFREY S STUCKERT
001 2013-01-01 JEFFREY S STUCKERT
001 2012-01-01 JEFFREY S STUCKERT
001 2011-01-01 JEFFREY S STUCKERT
001 2009-01-01 JEFFREY S STUCKERT JEFFREY S STUCKERT 2010-03-05

Plan Statistics for FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN

401k plan membership statisitcs for FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN

Measure Date Value
2014: FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
2012: FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 0
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 0
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
2012: FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	0
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	0
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN

Measure	Date	Value
2014 : FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$365,050
Expenses. Total of all expenses incurred	2014-12-31	$540
Benefits paid (including direct rollovers)	2014-12-31	$540
Total plan assets at end of year	2014-12-31	$3,471,423
Total plan assets at beginning of year	2014-12-31	$3,106,913
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$101,500
Other income received	2014-12-31	$177,315
Net income (gross income less expenses)	2014-12-31	$364,510
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,471,423
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,106,913
Total contributions received or receivable from employer(s)	2014-12-31	$86,235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$748,140
Expenses. Total of all expenses incurred	2013-12-31	$22,354
Benefits paid (including direct rollovers)	2013-12-31	$22,354
Total plan assets at end of year	2013-12-31	$3,106,913
Total plan assets at beginning of year	2013-12-31	$2,381,127
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$100,525
Other income received	2013-12-31	$561,941
Net income (gross income less expenses)	2013-12-31	$725,786
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,106,913
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,381,127
Total contributions received or receivable from employer(s)	2013-12-31	$85,674
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$509,331
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,381,127
Total plan assets at beginning of year	2012-12-31	$1,871,796
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$98,149
Other income received	2012-12-31	$315,878
Net income (gross income less expenses)	2012-12-31	$509,331
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,381,127
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,871,796
Total contributions received or receivable from employer(s)	2012-12-31	$95,304
2011 : FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$100,551
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,871,796
Total plan assets at beginning of year	2011-12-31	$1,771,245
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$89,450
Other income received	2011-12-31	$-82,655
Net income (gross income less expenses)	2011-12-31	$100,551
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,871,796
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,771,245
Total contributions received or receivable from employer(s)	2011-12-31	$93,756
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$364,639
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,771,245
Total plan assets at beginning of year	2010-12-31	$1,406,606
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$94,500
Other income received	2010-12-31	$202,708
Net income (gross income less expenses)	2010-12-31	$364,639
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,771,245
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,406,606
Total contributions received or receivable from employer(s)	2010-12-31	$67,431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : FINANCIAL SOLUTIONS LLC 401K SAVINGS 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

Form 5500 Responses for FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN

2014: FINANCIAL SOLUTIONS LLC 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FINANCIAL SOLUTIONS LLC 401K SAVINGS 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: FINANCIAL SOLUTIONS LLC 401K SAVINGS 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: FINANCIAL SOLUTIONS LLC 401K SAVINGS 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
2009: FINANCIAL SOLUTIONS LLC 401K SAVINGS 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FINANCIAL SOLUTIONS LLC
Employer identification number (EIN):	020656520
NAIC Classification:	523900

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JEFFREY S STUCKERT
001	2013-01-01	JEFFREY S STUCKERT
001	2012-01-01	JEFFREY S STUCKERT
001	2011-01-01	JEFFREY S STUCKERT
001	2009-01-01	JEFFREY S STUCKERT	JEFFREY S STUCKERT	2010-03-05