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RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

FIDUCIARY TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY TRUST COMPANY
Employer identification number (EIN):041309690
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01ADAM THOMPSON
0012020-01-01
0012019-01-01
0012017-01-01JAMES DIAS
0012016-01-01JAMES DIAS JAMES DIAS2017-09-19
0012015-01-01JAMES DIAS JAMES DIAS2016-09-21
0012015-01-01JAMES DIAS JAMES DIAS2016-09-21
0012014-01-01JAMES DIAS JAMES DIAS2015-10-08
0012013-01-01JAMES DIAS JAMES DIAS2014-10-08
0012012-01-01JAMES DIAS JAMES DIAS2013-10-11
0012011-01-01JAMES DIAS JAMES DIAS2012-10-10
0012009-01-01JAMES DIAS JAMES DIAS2010-10-01

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C

Measure Date Value
2021: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2021 401k membership
Market value of plan assets2021-12-3140,261,572
Acturial value of plan assets2021-12-3136,721,748
Funding target for retired participants and beneficiaries receiving payment2021-12-3124,669,407
Number of terminated vested participants2021-12-3139
Fundng target for terminated vested participants2021-12-313,372,506
Active participant vested funding target2021-12-313,554,947
Number of active participants2021-12-3134
Total funding liabilities for active participants2021-12-313,554,947
Total participant count2021-12-31175
Total funding target for all participants2021-12-3131,596,860
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01171
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2020 401k membership
Market value of plan assets2020-12-3137,919,117
Acturial value of plan assets2020-12-3135,854,628
Funding target for retired participants and beneficiaries receiving payment2020-12-3124,647,024
Number of terminated vested participants2020-12-3135
Fundng target for terminated vested participants2020-12-312,765,607
Active participant vested funding target2020-12-315,758,085
Number of active participants2020-12-3141
Total funding liabilities for active participants2020-12-315,758,085
Total participant count2020-12-31177
Total funding target for all participants2020-12-3133,170,716
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01174
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Number of retired or separated participants receiving benefits2020-01-0185
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2019 401k membership
Market value of plan assets2019-12-3133,447,318
Acturial value of plan assets2019-12-3135,206,031
Funding target for retired participants and beneficiaries receiving payment2019-12-3123,426,724
Number of terminated vested participants2019-12-3134
Fundng target for terminated vested participants2019-12-313,633,408
Active participant vested funding target2019-12-316,379,042
Number of active participants2019-12-3147
Total funding liabilities for active participants2019-12-316,379,042
Total participant count2019-12-31180
Total funding target for all participants2019-12-3133,439,174
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01179
Total number of active participants reported on line 7a of the Form 55002019-01-0141
Number of retired or separated participants receiving benefits2019-01-0184
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-01174
2018: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2018 401k membership
Market value of plan assets2018-12-3137,700,720
Acturial value of plan assets2018-12-3135,657,080
Funding target for retired participants and beneficiaries receiving payment2018-12-3121,078,242
Number of terminated vested participants2018-12-3133
Fundng target for terminated vested participants2018-12-312,688,026
Active participant vested funding target2018-12-318,792,016
Number of active participants2018-12-3155
Total funding liabilities for active participants2018-12-318,792,016
Total participant count2018-12-31181
Total funding target for all participants2018-12-3132,558,284
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-312,294,270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,427,797
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2017 401k membership
Market value of plan assets2017-12-3134,353,698
Acturial value of plan assets2017-12-3134,958,428
Funding target for retired participants and beneficiaries receiving payment2017-12-3121,468,460
Number of terminated vested participants2017-12-3158
Fundng target for terminated vested participants2017-12-312,886,528
Active participant vested funding target2017-12-319,735,330
Number of active participants2017-12-3165
Total funding liabilities for active participants2017-12-319,735,330
Total participant count2017-12-31217
Total funding target for all participants2017-12-3134,090,318
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31472,529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31500,975
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-312,500,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,294,270
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-312,294,270
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01217
Total number of active participants reported on line 7a of the Form 55002017-01-0155
Number of retired or separated participants receiving benefits2017-01-0177
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-01181
2016: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2016 401k membership
Market value of plan assets2016-12-3133,666,698
Acturial value of plan assets2016-12-3135,235,565
Funding target for retired participants and beneficiaries receiving payment2016-12-3121,002,923
Number of terminated vested participants2016-12-3155
Fundng target for terminated vested participants2016-12-312,327,967
Active participant vested funding target2016-12-3110,292,410
Number of active participants2016-12-3175
Total funding liabilities for active participants2016-12-3110,292,410
Total participant count2016-12-31223
Total funding target for all participants2016-12-3133,623,300
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31471,748
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31501,091
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31500,000
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31472,529
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31472,529
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01223
Total number of active participants reported on line 7a of the Form 55002016-01-0165
Number of retired or separated participants receiving benefits2016-01-0194
Number of other retired or separated participants entitled to future benefits2016-01-0158
Total of all active and inactive participants2016-01-01217
Total participants2016-01-01217
2015: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2015 401k membership
Total participants, beginning-of-year2015-01-01228
Total number of active participants reported on line 7a of the Form 55002015-01-0182
Number of retired or separated participants receiving benefits2015-01-0193
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01230
2014: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2014 401k membership
Total participants, beginning-of-year2014-01-01232
Total number of active participants reported on line 7a of the Form 55002014-01-0182
Number of retired or separated participants receiving benefits2014-01-0192
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01228
2013: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2013 401k membership
Total participants, beginning-of-year2013-01-01233
Total number of active participants reported on line 7a of the Form 55002013-01-0185
Number of retired or separated participants receiving benefits2013-01-0189
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2012 401k membership
Total participants, beginning-of-year2012-01-01234
Total number of active participants reported on line 7a of the Form 55002012-01-0188
Number of retired or separated participants receiving benefits2012-01-0188
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2011 401k membership
Total participants, beginning-of-year2011-01-01234
Total number of active participants reported on line 7a of the Form 55002011-01-0190
Number of retired or separated participants receiving benefits2011-01-0180
Number of other retired or separated participants entitled to future benefits2011-01-0164
Total of all active and inactive participants2011-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2009 401k membership
Total participants, beginning-of-year2009-01-01238
Total number of active participants reported on line 7a of the Form 55002009-01-0199
Number of retired or separated participants receiving benefits2009-01-0174
Number of other retired or separated participants entitled to future benefits2009-01-0161
Total of all active and inactive participants2009-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01234

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C

Measure Date Value
2021 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$57,359
Total income from all sources (including contributions)2021-12-31$-313,811
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$39,890,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$39,589,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$40,261,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$300,491
Total interest from all sources2021-12-31$1,628
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$230,886
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$57,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-40,204,213
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,204,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$69,605
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$38,938,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,323,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,323,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,628
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$28,599,479
Net investment gain or loss from common/collective trusts2021-12-31$-315,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,990,432
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2021-12-31042689883
2020 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$57,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$27,840
Total income from all sources (including contributions)2020-12-31$4,930,627
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,617,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,506,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$40,261,572
Value of total assets at beginning of year2020-12-31$37,919,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$111,537
Total interest from all sources2020-12-31$509
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$57,359
Liabilities. Value of operating payables at beginning of year2020-12-31$27,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,312,936
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,204,213
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,891,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$111,537
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$38,938,107
Value of interest in common/collective trusts at beginning of year2020-12-31$37,710,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,323,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$208,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$208,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$509
Net investment gain or loss from common/collective trusts2020-12-31$4,930,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,506,154
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2020-12-31042689883
2019 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$50,097
Total income from all sources (including contributions)2019-12-31$7,068,259
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,574,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,466,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$37,919,117
Value of total assets at beginning of year2019-12-31$33,447,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$107,624
Total interest from all sources2019-12-31$12,299
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,496
Liabilities. Value of operating payables at end of year2019-12-31$27,840
Liabilities. Value of operating payables at beginning of year2019-12-31$50,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,494,055
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,891,277
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,397,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$107,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$37,710,720
Value of interest in common/collective trusts at beginning of year2019-12-31$32,082,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$208,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,362,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,362,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12,299
Net investment gain or loss from common/collective trusts2019-12-31$7,055,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,466,580
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2019-12-31042689883
2018 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$50,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$40,885
Total income from all sources (including contributions)2018-12-31$-2,107,521
Total loss/gain on sale of assets2018-12-31$-141,792
Total of all expenses incurred2018-12-31$2,429,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,328,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$33,447,319
Value of total assets at beginning of year2018-12-31$37,974,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100,654
Total interest from all sources2018-12-31$15,626
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$19,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$19,977
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,496
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$371
Administrative expenses (other) incurred2018-12-31$100,654
Liabilities. Value of operating payables at end of year2018-12-31$50,097
Liabilities. Value of operating payables at beginning of year2018-12-31$40,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,536,779
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,397,222
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,934,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,452,611
Value of interest in common/collective trusts at end of year2018-12-31$32,082,532
Value of interest in common/collective trusts at beginning of year2018-12-31$34,287,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,362,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$233,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$233,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$15,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-42,391
Net investment gain or loss from common/collective trusts2018-12-31$-1,958,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,328,604
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,780,580
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,922,372
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2018-12-31042689883
2017 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$40,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,680
Total income from all sources (including contributions)2017-12-31$7,466,750
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,863,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,713,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,500,000
Value of total assets at end of year2017-12-31$37,974,886
Value of total assets at beginning of year2017-12-31$34,353,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$150,050
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$109,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$109,758
Administrative expenses professional fees incurred2017-12-31$49,648
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$40,885
Liabilities. Value of operating payables at beginning of year2017-12-31$22,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,602,983
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,934,001
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,331,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,452,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,081,143
Value of interest in common/collective trusts at end of year2017-12-31$34,287,926
Value of interest in common/collective trusts at beginning of year2017-12-31$31,272,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$233,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$4,856,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,500,000
Employer contributions (assets) at end of year2017-12-31$2,000,000
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,713,717
Contract administrator fees2017-12-31$100,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2017-12-31042689883
2016 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,949
Total income from all sources (including contributions)2016-12-31$3,081,705
Total of all expenses incurred2016-12-31$2,395,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,306,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$500,000
Value of total assets at end of year2016-12-31$34,353,698
Value of total assets at beginning of year2016-12-31$33,666,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$88,610
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$171,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$171,029
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$22,680
Liabilities. Value of operating payables at beginning of year2016-12-31$21,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$686,270
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,331,018
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,644,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,081,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,231,680
Value of interest in common/collective trusts at end of year2016-12-31$31,272,555
Value of interest in common/collective trusts at beginning of year2016-12-31$30,435,017
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$2,410,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,306,825
Contract administrator fees2016-12-31$88,610
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2016-12-31042689883
2015 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$52,683
Total income from all sources (including contributions)2015-12-31$-108,475
Total of all expenses incurred2015-12-31$2,269,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,177,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$500,000
Value of total assets at end of year2015-12-31$33,666,697
Value of total assets at beginning of year2015-12-31$36,075,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$91,423
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$162,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$162,668
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$21,949
Liabilities. Value of operating payables at beginning of year2015-12-31$52,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,377,839
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,644,748
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,022,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,231,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,976,919
Value of interest in common/collective trusts at end of year2015-12-31$30,435,017
Value of interest in common/collective trusts at beginning of year2015-12-31$34,098,351
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-417,738
Net investment gain or loss from common/collective trusts2015-12-31$-353,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,177,941
Contract administrator fees2015-12-31$91,423
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2015-12-31042689883
2014 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$52,683
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$48,396
Total income from all sources (including contributions)2014-12-31$4,649,899
Total of all expenses incurred2014-12-31$2,268,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,061,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$761,250
Value of total assets at end of year2014-12-31$36,075,270
Value of total assets at beginning of year2014-12-31$33,689,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$206,514
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$78,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$78,255
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$76
Liabilities. Value of operating payables at end of year2014-12-31$52,683
Liabilities. Value of operating payables at beginning of year2014-12-31$48,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,381,858
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,022,587
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,640,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,976,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,716,716
Value of interest in common/collective trusts at end of year2014-12-31$34,098,349
Value of interest in common/collective trusts at beginning of year2014-12-31$31,972,333
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$110,021
Net investment gain or loss from common/collective trusts2014-12-31$3,700,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$761,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,061,527
Contract administrator fees2014-12-31$206,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2014-12-31042689883
2013 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$48,396
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$45,390
Total income from all sources (including contributions)2013-12-31$3,993,468
Total of all expenses incurred2013-12-31$2,223,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,037,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,500,000
Value of total assets at end of year2013-12-31$33,689,125
Value of total assets at beginning of year2013-12-31$31,916,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$186,233
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$161,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$161,542
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$76
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$41,193
Liabilities. Value of operating payables at end of year2013-12-31$48,396
Liabilities. Value of operating payables at beginning of year2013-12-31$45,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,769,936
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,640,729
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,870,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,716,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,308,064
Value of interest in common/collective trusts at end of year2013-12-31$31,972,333
Value of interest in common/collective trusts at beginning of year2013-12-31$29,566,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-178,997
Net investment gain or loss from common/collective trusts2013-12-31$2,510,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,037,299
Contract administrator fees2013-12-31$186,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2013-12-31042689883
2012 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$45,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$40,778
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,815,392
Total of all expenses incurred2012-12-31$2,204,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,026,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,042,316
Value of total assets at end of year2012-12-31$31,916,183
Value of total assets at beginning of year2012-12-31$28,300,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$177,503
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$125,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$125,682
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$41,193
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$45,390
Liabilities. Value of operating payables at beginning of year2012-12-31$40,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,610,977
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,870,793
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,259,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,308,064
Value of interest in common/collective trusts at end of year2012-12-31$29,566,926
Value of interest in common/collective trusts at beginning of year2012-12-31$28,300,594
Net investment gain or loss from common/collective trusts2012-12-31$3,647,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,042,316
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,026,912
Contract administrator fees2012-12-31$177,503
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2012-12-31042689883
2011 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$40,778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$39,165
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,226,421
Total of all expenses incurred2011-12-31$2,089,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,926,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,332,680
Value of total assets at end of year2011-12-31$28,300,594
Value of total assets at beginning of year2011-12-31$27,161,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$163,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$40,778
Liabilities. Value of operating payables at beginning of year2011-12-31$39,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,137,044
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,259,816
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,122,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,709,112
Value of interest in common/collective trusts at end of year2011-12-31$26,591,482
Value of interest in common/collective trusts at beginning of year2011-12-31$27,161,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,966,303
Net investment gain or loss from common/collective trusts2011-12-31$-72,562
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,332,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,926,047
Contract administrator fees2011-12-31$163,330
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2011-12-31042689883
2010 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$39,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$36,369
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,229,975
Total of all expenses incurred2010-12-31$1,905,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,751,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,000,000
Value of total assets at end of year2010-12-31$27,161,937
Value of total assets at beginning of year2010-12-31$24,834,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$153,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$39,165
Liabilities. Value of operating payables at beginning of year2010-12-31$36,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,324,292
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,122,772
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,798,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$273
Value of interest in pooled separate accounts at beginning of year2010-12-31$43,867
Value of interest in common/collective trusts at end of year2010-12-31$27,161,664
Value of interest in common/collective trusts at beginning of year2010-12-31$24,790,982
Net investment gain or loss from common/collective trusts2010-12-31$21
Net gain/loss from 103.12 investment entities2010-12-31$3,229,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,751,700
Contract administrator fees2010-12-31$153,983
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2010-12-31042689883
2009 : RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C

2021: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF FIDUCAIRY TRUST C 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number020-1298-6/790
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number14252
Policy instance 1

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